Form

Ask HMRC to transfer surplus Income Tax allowances

Ask HMRC to transfer any unused Married Couple's Allowance or Blind Person's Allowance to your spouse or civil partner using form 575(T).

From:
HM Revenue & Customs
Published
3 October 2014
Last updated
1 July 2020 — See all updates

Documents

Apply online (sign in using Government Gateway)

https://www.tax.service.gov.uk/digital-forms/form/notice-of-transfer-of-surplus-income-tax-allowances/draft/start

Apply by post

Ref: 575T

PDF, 103 KB, 2 pages

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Notes to help you fill in form 575(T)

PDF, 89.8 KB, 2 pages

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Details

To tell HMRC that you want to transfer unused Married Couple’s Allowance or Blind Person’s Allowance to your spouse or civil partner, you can either:

  • use the online form service
  • fill in the form on-screen, print it off and post it to HMRC

To use the online service, you need a Government Gateway user ID and password. If you do not have a user ID, you can create one when you use the service.

If you use the online form, you’ll get a reference number to track the progress of your form.

To fill in the form, you’ll need:

  • the date of marriage or civil partnership
  • your spouse or civil partner’s HMRC reference (this can be found on any letter or form they’ve had from their HMRC office)
  • your spouse or civil partner’s National Insurance number (you’ll find this on your spouse or civil partner’s payslip, P60 or tax return)
  • details of your income and deductions for this tax year
  • details of the allowances you want to claim for this tax year

Updates to this page

Published 3 October 2014
Last updated 1 July 2020 + show all updates

  1. We have updated the link to apply online.

  2. The English and Welsh versions of the 575(T) form and notes have been updated for 2020.

  3. The English and Welsh versions of the 575(T) form and notes have been updated for 2019 to 2020.

  4. The English and Welsh postal versions have been updated to remove paragraph for claiming higher personal allowance when born before 6 April 1948.

  5. Apply by post PDF has been updated to reflect changes effective from 2018.

  6. This guidance has been updated to reflect changes effective from 6 April 2017.

  7. An online forms service is now available.

  8. Replaced print and post iform with flat PDF.

  9. The Income Tax: notice of transfer of surplus Income Tax allowances (575(T)) has been updated for 2016 to 2017.

  10. New interactive form now available

  11. Welsh translation to form 575(T) added to the page.

  12. First published.

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