# The Private Medical Insurance (Tax Relief) Regulations 1989, Regulation 9: Claims by insurers and managing agents—introductory


(1) An individual who has obtained relief at source in respect of payments made by him under a contract in a year may, at any time after 56 days have elapsed following the end of that year, request a certificate from the insurer stating the matters specified in paragraph (2).
(2) The matters specified in this paragraph are—
(a) the year to which the certificate relates;
(b) the amount of the premium under the contract paid in that year and the aggregate of the amounts deductible from that premium;
(c) the full name, address and national insurance number of the individual;
(d) the full name and address of every person insured under the contract;
(e) the date on which the contract was certified by the Board under section 56 or on which a standard form to which it conforms was certified by the Board as a standard form of eligible contract.
(3) The insurer shall provide a certificate requested under this regulation within 30 days of the request.
(4) Where the insurer is a member of a syndicate of underwriting members of Lloyd’s formed for an underwriting year, he may provide the certificate through his managing agent.

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Source: https://www.legislation.gov.uk/uksi/1989/2387/regulation/9 (the official version)
Page: https://openlegislation.uk/private-medical-insurance-tax-relief-regulations-1989/regulation-9
Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives.