Tax Rebate Form &Deed of Assignment.
You have stated that you are a non taxpayer. If you think you are entitled to a repayment, you should complete Form R40 - Claim for repayment of tax deducted from savings and investments.
I think you are referring to a form issued by a third party who would liaise with HMRC to determine your entitlement. This will cost you for the service.
You can download the form from HMRC website here https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/419506/R40_M__internet_v2.0.pdf
More information on this can be found here
I hope this is helpful and answers your question.
If you have any other questions, please ask me before you rate my service – I’ll be happy to respond.
Do you have the address to send it to.
Thank you for your reply.
Use form R40 to claim back tax if you think you’ve paid too much on savings interest.
If you have employment, occupational pension, Incapacity Benefit, Employment Support Allowance or Job Seekers Allowance please send your completed R40 form to:
HM Revenue and Customs PAYE and Self Assessment BX9 1AS United Kingdom
For other repayment requests send your completed R40 form to the following address:
HM Revenue and Customs Leicester and Northants (Claims) Saxon House 1 Causeway Lane Leicester LE1 4AA
You stated that you have tax on pension lump sum, I would send the form to Leicester address.
Please retain a copy for reference.