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  • Public trustees and private trustee companies – Day 1 Notification

    How to lodge a Day 1 notification form to notify us of a death, appointment or request tax and super information.

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    When to use the Day 1 Notification form

    You submit the Day 1 Notification form with us to:

    • lodge an official notification of death
    • officially advise that you have been appointed as a guardian or legal personal representative (such as an executor or administrator with grant of probate or letters of administration)
    • request access to a deceased person's other information, such as
      • the client's tax file number (TFN)
      • the latest tax return
      • the latest notice of assessment (NOA)
      • the last business activity statement
      • a statement of income details (2002 to current)
      • a search for lost and unclaimed superannuation 
    • lodge an application for payment of ATO-held super.

    You must have access to Online services for agents or Online services for business to submit this form to us.

    The Day 1 Notification form replaces the previous multiple requests that were required to submit this information in the past. The form has been available from 25 April 2020.

    How to get the form

    Double clicking the form won’t open it. The form will not load on a mobile device, tablet or within a browser.

    To complete the form, you must save it to your desktop computer or laptop (with the latest version of Adobe Acrobat installed).

    • To download the form, right click on the link below and select Save target as (or a similar option for your internet browser) to save the form to your computer.

    Day 1 Notification form (NAT 75287, PDF 1.4MB)This link will download a file

    • Open your saved form with Adobe Acrobat Reader DC and enable JavaScript if prompted before filling in the form.
    • Use the fill and sign option to complete the declaration section (section E) 
      • select in the signature box
      • upload your saved signature image.
    • Once you've completed your form, save it using the Save form button at the end of the form.

    Tip: Update your default app for pdf file types to Adobe Acrobat Reader DC to open all pdf files with Adobe Acrobat.

    To submit the form

    Attach the Trustee day 1 notification form, supporting documentation or forms in either a:

    Use:

    • Trustee Services for Topic
    • Day 1 Notification for Subject.

    We will send a reply to your online message providing all available information. This can take up to 15 business days.

    Note: You must submit all documents that establish your authority to represent the client as required by your state or territory. The copies must be certified by a Justice of the Peace or other ATO-approved certifier.

    For details about the personal information we collect from you, see Privacy notice – Trustee Day 1 notification.

    Last modified: 19 Jul 2022QC 62107