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Death benefits – supporting information

Documents and information we need for a private ruling request or objection about a death benefit termination payment.

Last updated 19 December 2017

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:

QC19029