4.5.2 Surrender value of individual annuities

Item 4.5.2 Applies to the tax year 2016

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This item shows the surrender value of your annuities as of 31 December 2016. The amount will normally be pre-filled with the amount that has been reported by the insurance company/companies or employer who has made deposits on your behalf. You must check that everything is correct. 

Does this item concern me?

The item concerns everyone who has:

  • paid premiums for life insurance and/or
  • been taxed for the benefit of their employer paying life insurance premiums.

How do I enter this in my tax return?

The item will normally be pre-filled with the surrender value of the annuity insurance as of 31 December in the income year. The amount will normally be pre-filled with the amount that has been reported by the insurance company/companies or an employer who has paid premiums on your behalf. 
It is important that you check that everything is correct.

The amounts you should perform the check against will be shown in the annual statement you receive in January from the insurance company or companies or from an employer who makes payments on your behalf.

Change the amount if it is wrong. You should also contact your insurance company or companies to ensure that the annual statement is correct.

What if information is missing?

If any information is missing, you must enter the capital value.

Log in and fill in the item.

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Documentation requirements

You do not need to send us any documentation for this, but you must be able to present documentation if we ask for it.

If we ask for documentation, you must be able to document changes made under the item through an annual statement from the insurance company or your employer, if we ask for it.

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