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 link 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.
When to use the Day 1 Notification form
You can 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.
To submit the form
Attach the Trustee day 1 notification form, supporting documentation or forms in either a:
- Practice mail message in Online services for agents
- Secure mail in Online services for business.
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.