Subject Access Request to HMRC and Change of Personal Details Letters

Letters to request copies of the personal information HMRC holds about you, notify a change of address, name or marital status, report a lost or stolen National Insurance number, and update bank details for repayments – with guidance on what to include and how to protect yourself from tax scams.

Editable Word document
4
10pages
Guidance notes included
aml consultancy solutions

Letters to HMRC & personal tax

Subject Access Request to HMRC and Change of Personal Details Letters

About this document

What it’s for

You have the right to ask HMRC for a copy of the personal information it holds about you, which can be useful in a dispute or to reconstruct missing records. You must also keep HMRC up to date with changes to your name, address and circumstances, as this affects tax codes, letters and deadlines.

When to use it

  • When you need copies of your HMRC records, notes of calls or tax history
  • When you move, marry, divorce or change your name
  • When the online service is not available to you

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Letter – subject access request
  • Letter – change of personal details

How to complete it

  • Be specific about the information and dates you want
  • Enclose proof of identity if asked
  • Use the personal tax account or app where possible for changes of details

Key points to check

  • HMRC should normally respond to a subject access request within one month
  • HMRC will never ask for personal or bank details by email or text, or threaten arrest by phone – report suspicious contact

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

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Letters to HMRC & personal tax

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Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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