Distribution of the estate’s property is completed and its bank account is closed

If it is recorded on the deed of distribution that someone is personally entitled to withdraw any future tax refunds addressed to the estate, do this:

1. If you are the person entitled to the tax refunds in accordance with the deed of distribution, submit the Notice of bank information of an Estate with your bank account number.
2. Enclose a photocopy of the agreement concerning the distribution of the estate.
3. Send us the form and enclosures, as instructed on the tax.fi page referred to above.

If there is no record on the deed of distribution to designate someone who could withdraw the future tax refunds addressed to the estate, do this:

1. Ask every estate shareholder to give you a letter of authorisation. To authorise someone to deal with the death estate's taxes, use a power of attorney on paper (Form 3630). Banks may issue various power-of-attorney forms. However, these forms are not accepted for the purpose of authorising someone to inform the Tax Administration of the account number.
2. Complete the Notice of bank information of an estate and fill in your personal details and the new bank account number.
3. Enclose the following documentation:
   • letters of authorisation from every shareholder
   • if the deed of estate inventory has not yet been submitted to the Tax Administration, also enclose
     • a list of the estate’s shareholders
     • a photocopy of the deed of estate inventory
     • a photocopy of the decedent’s will which has been published and approved, if the decedent had written a will.
4. Send us the form and enclosures, as instructed on the tax.fi page referred to above.