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:
- Private ruling application form
- Objection form – for taxpayers
- Objection form – for tax professionals