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  • Death benefits – supporting information

    Here's a list of 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

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

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

    • the date the deceased died
    • the date the payment was made
    • 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.

    You should also provide copies of any documents that would support the above information.

    Next steps:

      Last modified: 11 Jul 2017QC 19029