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Posted Mon, 16 Oct 2023 11:11:47 GMT by Geoffrey Evans
My wife paid voluntary NI contributions for a year that was not full as the original deadline was approaching and she was not sure when she was going to retire and wanted to ensure that she had paid enough NI years in full to get her full State Pension. However, had she known that the deadline was going to be extended she would not have paid the voluntary NI contribution and would have waited until nearer the new 5 April 2025 deadline to decide if she needed to pay the year in full. As she now knows that she will have enough NI qualifying years without needing to have paid the voluntary NI contributions, can she claim back the voluntary NI contribution that she made in order not to miss the initial deadline that was then extended?
Posted Tue, 24 Oct 2023 12:33:05 GMT by HMRC Admin 8 Response
Hi,
Conditions for receiving the State Pension have changed since April 2016. Customers should make sure that they will benefit before deciding to pay voluntary Class 3 contributions for future years or make up the gap in their NICs. 
You will need to provide confirmation from the Department for Work and pensions that these years will not increase their state pension entitlement.  
All requests for refunds must be in writing:
PT Operations North East England
HM Revenue and Customs
BX9 1AN
Please note that:
•    Once you have made a request for a refund you will not be able to withdraw it.
•    If you receive a refund you will not be able to pay this year again in the future.
The latest information is available at:
Voluntary National Insurance
Thank you.


 

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