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Get Form Sa2 Pdf
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How to fill out the Form Sa2 Pdf online
The Form SA.2 is an essential document that must be completed when applying for a Grant of Representation. This guide provides clear, step-by-step instructions for filling out the form online, ensuring that all users can easily navigate the process.
Follow the steps to complete the Form SA2 Pdf online.
- Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
- Begin by entering the personal details of the deceased individual in Section 1. This includes their Personal Public Service Number (PPSN), date of death, full name, last known address, and occupation.
- In Section 2, provide details of the applicant or applicants. If there is a will, enter the forename, surname, relationship to the deceased, and contact details for each applicant.
- Complete Section 3 by listing the beneficiaries. Include their full names, addresses, and relationships to the deceased, specifying those expected to receive inheritances over €12,000.
- Proceed to the Asset Cover Section. Enter details of all assets owned by the deceased, categorizing each item according to type—real estate, bank accounts, vehicles, etc.
- In Section 5, list all liabilities related to the estate, such as debts and funeral expenses.
- Complete the Mandatory Questionnaire in Section 6, answering all relevant questions regarding social welfare payments and claims against the estate.
- Review all previously entered sections in the Summary Screen, ensuring accuracy before signing the declaration.
- Finally, click on ‘Generate Statement’ to create a PDF document for your records, and then use the ‘Submit’ facility to finalize your Form SA.2 online.
Complete your documents online today for a seamless filing experience.
The Statement of Affairs is a list of your income, expenditure, assets and debts that you must complete and return to the Approved Intermediary (AI) assigned to you before they can begin the application process.
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