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  • Death benefits – supporting information

    This page lists the documents and information we usually need to process a private ruling request or objection about a death benefit termination payment. If you provide supporting information this will reduce the time it takes us to process your request.

    If you want to apply for a private ruling about a death benefit, you need to:

    • complete and submit the relevant private ruling application form (for tax professionals or not for tax professionals)
    • provide the supporting information listed below.

    If you want to lodge an objection about a death benefit, you need to:

    • complete and submit the relevant objection form (for taxpayers or tax professionals)
    • provide the supporting information listed below.

    Note: Check first whether your question is answered on our website.

    See also:

    Supporting information

    The information we need for a private ruling or objection about a death benefit includes:

    • the dates that
      • the deceased died
      • the payment was made
       
    • the identity of the payer
    • the source of the payment
    • whether the payment was made directly to you or to the estate of the deceased
    • copies of any payment summaries
    • a copy of the deceased's last will or testament
    • details of the relationship between you and the deceased
    • details of where you resided prior to, and at, the date of the deceased's death
    • details of financial support received by you from the deceased prior to, or at, the time of their death
    • details of financial support received by the deceased from you prior to, or at, the time of their death
    • details of domestic support and personal care you and the deceased provided each other prior to their death
    • any other documents that would support the statements made in your application.

    Note: If you've previously provided us with any of the information listed above, you don't need to provide it again.

    Next steps:

      Last modified: 20 Dec 2017QC 19029