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This guide provides a detailed overview of how to fill out the form related to claiming a refund due to a deceased person. The instructions are tailored to assist users in completing each section of the form accurately and efficiently.

Follow the steps to fill out the refund claim form accurately.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide the date received in the designated section for office use only.
3. Enter the decedent’s first and last name.
4. Input the decedent’s Social Security number (ensure the format is correct).
5. Fill in the date of death in the specified format.
6. Complete the claimants' information, including first name, last name, and Social Security number.
7. Enter the street address, city, state, and ZIP code of the claimant.
8. Answer whether a personal representative for the estate has been appointed by the court.
9. Indicate if a small-estate affidavit has been filed with the county clerk.
10. Confirm whether the probate or small estate has closed.
11. Select the type of filing status for the estate (personal representative or responsible party) and attach any necessary documents.
12. Check if the total due to the decedent from the state of Oregon exceeds $10,000.
13. Select the appropriate kinship group that qualifies for the payment.
14. Attach a photocopy of the death certificate if available.
15. Sign the form to verify the information provided and include the date.
16. Return the completed form to the Oregon Department of Revenue at the provided address.

Submit your documents online to ensure your claim is processed efficiently.