Fillable Tax le number application for adeceasedestate (Australian Taxation Office)

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Tax le number application for adeceasedestate (Australian Taxation Office)

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ATO USE ONLY
Complete this application if you:
■ are a trustee or executor
■need a tax file number (TFN) for a deceased estate.
Do not use this application if you represent a:
■ trust that is not a deceased estate
■ company, partnership or other organisation.
Instead, see ‘Other ways you can apply’.
After the date of death, a deceased person’s estate is treated
separately from the deceased person for tax purposes.
Werecord a TFN for the estate as ‘The trustee for the
(deceasedperson’s full name) estate’.
OTHER WAYS YOU CAN APPLY
You can apply for a TFN for a deceased estate (trust, company,
partnership or other organisation):
■ online through the Australian Business Register (ABR)
atabr.gov.au
■ through your registered tax agent.
When completing this application:
■ print clearly using a black or dark blue pen
■ use BLOCK LETTERS and print one character per box
■ place
X
in all applicable boxes.
For more information or help completing this application:
■ phone us on 13 28 66 between 8.00am and 6.00pm,
Monday to Friday
■ visit our website at ato.gov.au/deceasedestates
Page 1
Sensitive (when completed)
NAT 3236-07.2016
Tax le number – application for
adeceasedestate
Section A: Deceased person’s details
2 What was the deceased person’s date of death?
Day Month Year
3 Was the deceased person an Australian resident for tax purposes?
No Yes
4 Did the deceased person
have a tax le number?
No (or not sure)
Yes
Go to question 5
Please provide the deceased
person’s tax file number
(see the Privacy note in the Declaration on page 5)
5 What was the deceased person’s date of birth?
Day Month Year
1 What is the full name of the deceased person?
Family name
First given name Other given names
Title: Mrs Miss Ms Other
Mr
Section B: Trustee or executor’s details
6 Is the trustee or executor an individual?
No
Yes
Go to question 9
8 Will you also be a contact person for the deceased estate?
No
Yes
Go to section C
Provide your contact details
7 What are your details?
Family name
First given name Other given name
Title: Mrs Miss Ms Other
Mr
TFN (see the Privacy note in the Declaration on page 5)
If you do not provide the trustee’s or executor’s TFN, readsection E to see if you need to provide further information
toprove your identity for registration purposes.
Day Month Year
Date of birth
9 Is an organisation acting as trustee or executor?
Full name
Australian business number (ABN)
OR
Australian Company Number (ACN)/
Australian Registered Body Number (ARBN)
TFN (see the Privacy note in the Declaration on page 5)
No
Yes
Go to section C
Provide the details
Page 2
Sensitive (when completed)
Mobile phone number
Fax number (include area code)
Preferred name
Business hours phone number (you must provide a contact number - include area code)
After hours phone number (include area code)
Email address (use BLOCK LETTERS) - such as EXAMPLE@PROVIDER.COM.AU
Preferred language, if other than English. We may not be able to speak to you in your preferred language.
Section C: Address details
10 What is the trustee or executor’s address? (This must be a street address, for example, 123 Smith St.)
11 What is the trustee’s or executor’s postal address for service of notices and correspondence?
This is the address where government departments and agencies may send notices and correspondence.
As above Cross this box if the postal address is the same as question 10.
13 Is the authorised contact person at question 12 a registered tax agent?
No
Yes
Go to section E
Provide their tax agent registration number
12 Who is the authorised contact person for the deceased estate?
Provide details of a person we may contact for more information. They must be authorised to make changes or
updateinformation onbehalf of the deceased estate, for example, the trustee, executor or a registered tax agent.
For more information about what an authorised contact can do, visit ato.gov.au/primarycontact
If you want to list more than one contact person, provide details of the additional contact people on a separate sheet of
paper. If an additional contact person is a registered tax agent, also provide their tax agent registration number.
Section D: Contact details
Go to section E if:
■ the trustee/executor is an individual
■ you have given your contact details at question 8, and
■ you do not want to list any additional contact people.
Suburb/town/locality PostcodeState/territory
Suburb/town/locality PostcodeState/territory
Page 3
Sensitive (when completed)
Mobile phone number
Fax number (include area code)
Family name
Title: Mrs Miss Ms Other
Mr
Preferred name
Business hours phone number (you must provide a contact number - include area code)
After hours phone number (include area code)
Email address (use BLOCK LETTERS) - such as EXAMPLE@PROVIDER.COM.AU
Preferred language, if other than English. We may not be able to speak to you in your preferred language.
Section E: Supporting documents
To process this application we may need documents to prove your identity if you are an:
■ individual and you did not provide a TFN at section B
■ organisation and you did not provide a TFN or an ABN/ACN/ARBN at section B.
FOR INDIVIDUALS
If you did not provide the trustee’s or executor’s TFN at question 7, you must attach one of the acceptable
proofofidentitydocuments listed below.
FOR ORGANISATIONS
If you have not provided the trustee’s or executor’s TFN or ABN/ACN/ARBN at question 9, you must attach one
oftheacceptable proof of identity documents listed below.
Acceptable proof of identity documents
Document description
■ The deceased person’s last will and testament stating you are the trustee or executor.
■ A notice of appointment of trustee (including probate or letters of administration).
■ A death certificate with a letter stating you are the trustee or executor.
We accept certified copies of original documents. Do not send us original documents. We may not return certified
copies of documents that you mail to us.
Documents that have been corrected or changed and initialled are not acceptable.
The name on any documents you provide must match the deceased person’s name as provided on this application.
We may check the supporting documents you supply with the agencies that issued them.
Certified copies of documents
You can have copies of your documents certified by an authorised certifier, including a:
■ barrister
■ Commissioner for declarations (Queensland only)
■ doctor
■ judge
■ Justice of the Peace
■ minister of religion (who is authorised to celebrate marriage)
■ police officer
■ bank, building society or credit union officer of at least five years service
■ sheriff’s officer
■ solicitor.
Refer to our website for a full list of certifiers, at ato.gov.au/certifydocs_Australia
We cannot accept copies certified by a registered tax agent, friend or family member.
A certified copy must be:
■ unaltered
■ stamped and signed by the certifier – the stamp must show the certifier’s qualification, contact details including telephone
number, andreference number (as applicable). If the certifier’s signature is not legible, they must print their name.
Documents in languages other than English
If any of your supporting documents are not in English, you must provide a written translation that an authorised translation
service has certified as a true and correct copy. Authorised translation services include:
■ an appropriate embassy
■ a professional translation service accredited by the National Accreditation Authority for Translators and Interpreters Ltd (NAATI).
You must show the staff original documents, not photocopies. The documents must not be altered in any way.
Page 4
Sensitive (when completed)
Section F: Declaration
Check you have:
■ completed the application
■ read the supporting document requirements at section E
■ included any other attachments you need to provide with your application.
Send all these documents to us at:
Australian Taxation Office
PO Box 3373
PENRITH NSW 2740
Make a copy of the application for your own records before you mail it.
Processing time
We will aim to provide a decision on your registration within 28 days of receiving all the necessary information. Ifthe
applicationisincomplete,incorrect or needs checking, it may take us longer to complete the process.
How to lodge the application
Privacy
The ATO is authorised by the Taxation Administration Act 1953 to request tax file numbers (TFNs). We will use the TFN to
identify the deceased person and the trustee or executor in our records. It is not an offence not to provide TFNs. However, if
you do not provide a TFN, there may be a delay in processing this form.
Taxation law authorises the ATO to collect information including personal information about the person authorised to sign the
declaration. For information about your privacy go to ato.gov.au/privacy
We may check the supporting documents you supply with the agencies that issued them.
I declare that:
■ I am authorised by the deceased estate to complete this application on its behalf
■ the deceased estate is entitled to a tax file number
■ the information given on this application is true and correct.
Date
Day Month Year
Signature
Read the privacy statement below before you sign and date this page. Penalties may be imposed for giving false or
misleading information.
You MUST SIGN here
14 Who is the trustee or executor, or if the trustee or executor is an organisation, who is the authorised
person signing this declaration?
Full name of signatory
Page 5
Sensitive (when completed)
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Completed 5 January 2021

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