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  • Public trustees and private trustee companies – Day 1 Notification

    Lodge a Day 1 notification form to:

    On this page

    Reasons to use the Day 1 Notification form

    From 25 April 2020 you can submit the Day 1 Notification form to:

    • lodge an official notification of death with us
    • advise 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 information such as  
      • the client's 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 the Business Portal 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.

    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, right click on the link below and select Save target as (or a similar option depending on your internet browser) to save it 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.

    Attach the Trustee day 1 notification form, supporting documentation or forms to a Practice mail message in Online Services for Agents or a Secure message in Online services for Business using:

    • Trustee Services for Topic
    • Day 1 Notification for Subject

    Note: This includes the documents to establish your authority to represent the client as per the requirements of your state or territory.

    A response with all available information will be sent via the portal which can take up to 15 business days.

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

    Last modified: 04 Oct 2021QC 62107