Get Decedent's Social Security Number

Filling out the decedent's Social Security number form is an important step in claiming a refund on behalf of a deceased taxpayer. This guide will provide step-by-step instructions to help you accurately complete the necessary sections of the form.

Follow the steps to effectively complete the decedent's Social Security number form.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the tax year for which the decedent was due a refund. Use the calendar year or specify the beginning and ending dates of the other tax year.
3. Provide the name of the decedent exactly as it appears on their tax documents.
4. Fill in the decedent’s date of death accurately, ensuring you use the correct format.
5. Input the decedent’s Social Security number in the designated field, ensuring there are no errors.
6. Provide your name as the person claiming the refund, clearly typing or printing for readability.
7. Complete the home address section. If using a P.O. box, refer to the instructions to ensure correct formatting.
8. Check the appropriate box in Part I that corresponds to your relationship to the decedent—surviving spouse, court-appointed personal representative, or other claimant.
9. If applicable, complete Part II with the yes or no responses to the questions regarding the decedent’s estate and personal representative.
10. In Part III, sign and date the form, certifying the accuracy of the information provided to the best of your knowledge.
11. After reviewing all entries for accuracy, save your changes, download a copy of the completed form, and prepare it for submission.

Begin completing your documents online today to ensure a smooth refund process.