Form REQUEST AN EXEMPTION FROM INCOME TAX ON THE CAPITAL PART OF A PURCHASED LIFE ANNUITY Ask HMRC for exemption from Income Tax on part of a Purchased Life Annuity (PLA) payment and show

the amount of the exemption using form PLA6. Get emails about this page DOCUMENTS APPLY FOR EXEMPTION (PLA6) Ref: PLA6 PDF, 92.6 KB, 4 pages This file may not be suitable for users of

assistive technology. Request an accessible format. If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email

[email protected]. Please tell us what format you need. It will help us if you say what assistive technology you use. DETAILS Use form PLA6 to ask HMRC for exemption from Income

Purchased Life Annuities can have a tax free capital amount. So if you’re not sure, contact your provider. WHO SHOULD FILL IN THE FORM The provider should fill in part A of this form and

pass it to the person who’s paid the annuity. The person getting the annuity payments must fill in parts B and C of this form, even if either: * someone else has bought or part bought the

annuity * it’s payable for more than one life (or on someone else’s life) If the annuity is paid to more than one person, each person needs to fill in part B. This form must then be sent

back to the provider to complete part D. WHERE TO SEND THE FORM The provider must send a copy of the completed form to the annuitant and HMRC. HM Revenue and Customs BAI Financial Services

Team 3/64 100 Parliament Street London SW1A 2BQ They can also send the completed form by email to the Financial Services office at [email protected]. SIGN UP FOR EMAILS OR PRINT THIS PAGE

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