Death benefits – supporting information

How to lodge

To apply for a private ruling about a death benefit:

• complete and submit a private ruling application form
• provide the supporting information listed below.

To lodge an objection about a death benefit:

• complete and submit the relevant form
  • Objection form – for taxpayers
  • Objection form – for tax professionals
• provide the supporting information listed below.

Check first whether your question is answered in Death benefits.

Supporting information

Providing this information up front will reduce delays.

If you've previously given us any of the information listed below, you don't need to resend it.

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.