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About this form

When a person is deceased there may be a refund owing on their taxes.

Adobe Acrobat PDF | 50kb | 1 page

This form can be completed on-screen by typing content directly into the PDF document. Once you have completed the form it is important that you print it out as you will not be able to save the information you enter into the form.

When to use this form

Complete this form to apply for a refund owing to a deceased person.

To qualify to receive the refund you must:

• be the widow/widower or child of the deceased person
• be entitled to the estate under the will or the intestacy of the deceased person
• be entitled to administer the estate
• be related by blood or marriage and be maintaining the deceased person's child/children
• have the custody and control of the deceased person's child/children.

What you will need

To successfully complete and submit this form you will need:

• The deceased persons IRD number
• The deceased persons full name
• The date and location of death
• A copy of the deceased persons death certificate

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After you finish

Please print, sign and post the completed form to your nearest Inland Revenue office.

You may wish keep a copy of this form for your personal records.

List of postal addresses for Inland Revenue >