Your tax file number (TFN)
Write your TFN in your application.
If you're not sure of your TFN or need to apply for one, see Apply for a TFN.
Were you an Australian resident for the whole income year
You must be an Australian resident for tax purposes for the whole period 1 July 2024 to 30 June 2025 to apply for a refund of franking credits.
We work out your residency using our rules, these aren't the same as those the Department of Home Affairs uses. Generally, you're an Australian resident for tax purposes if you have always been living in Australia or come to Australia to live permanently.
To work out your residency status for tax purposes, use our ‘Are you a resident?’ decision tool at Work out your residency status for tax purposesOpens in a new window.
Personal details
Complete these questions 3 to 8 accurately to avoid delays in the processing of your application.
Your name
Write your full name.
If there was a change to any part of your name since completing your last tax return or refund of franking credits application, print X at the Yes box.
Lodging by phone
We need your current name and address on our records before you lodge your application by phone. If anything changes or you're unsure what details you last gave us, before you lodge you may need to update your name and contact details.
Lodging by post
If you will be lodging your application form by post, we need to have your current name on our records. If there was a change to your name or you're unsure what name you last gave us, before you lodge you may need to update your name.
Your postal address
Write the address you want your mail sent.
If you've had a change of address since completing your last tax return or refund of franking credits application, print X at the Yes box.
If there was a change to your address or you're unsure what details you last gave us, before you lodge you may need to update your contact details.
Your home address
If your home address is different to your postal address, print X at the Yes box. Write your home address.
Your date of birth
Write your date of birth as, DD/MM/YYYY.
Your daytime phone number
Write your daytime phone number, including area code. We'll use this number to contact you if we need to ask you about your application.
Electronic funds transfer (EFT)
To receive a direct refund, complete your account details even if you have provided them to us before. We can accept joint accounts details where the account is held in your legal name.
Complete the following:
- BSB number (this number has 6 digits, don't include spaces or hyphens)
- account number (this number has no more than 9 digits, don't include spaces or hyphens)
- account name, as it appears on the bank account records. Include blank spaces where required. If the account name exceeds 32 characters, provide only the first 32 characters.
We can hold your refund for 90 days if you don't provide valid Australian financial institution account details.
Dividends
If you receive a distribution statement from a managed fund or Australian franking credits from a New Zealand company, print X in the Yes box.
If you have more than one dividend or distribution statement, you can use the RFC worksheet to help you calculate the amounts to show at this question.
At this question, write at:
- label S – your unfranked amount
- label T – your franked amount
- label U – your franking credit (also known as imputation credit)
- label V – TFN amounts withheld or deducted from dividends (if applicable).
‘TFN amounts withheld from dividends’ are withheld only if you don't provide your TFN to the investment body.
A dividend statement from a New Zealand company will show the amount of Australian franking credits (if any) you can claim.
Total dividend income
Total dividend income is the total of your unfranked dividends, franked dividends and franking credits.
Add up the amounts at labels S, T and U in your application and write the total at Total dividend income.
Declaration
Read the declaration information and then sign and date the application form.
For more information on your privacy, see Privacy notice – Application for refund of franking credits.
Continue to: Instructions to complete the refund of franking credits worksheet
Return to: Common questions about franking credits and refunds