Online Revenue form replaces paper Inland Revenue Affidavit for Grants of Probate

Sep 07, 2020

From 14 September, the paper Inland Revenue Affidavit will be replaced by an online form called a Statement of Affairs (Probate) Form SA.2 available on ROS or MyAccount.  The Probate Office will only accept Revenue’s acknowledgement to the online Statement of Affairs once the new system is live.

The changes to the current process, which will come into effect during the week of 14 September 2020, are:

  1. Anyone seeking to apply for Grants of Probate or Letters of Administration will need to complete and submit to Revenue the new online version of the Inland Revenue Affidavit, called the Statement of Affairs (Probate) Form SA.2. This can be done by logging in to Revenue’s Online Service (ROS) or MyAccount.
  2. A Revenue acknowledgement document will auto-generate for the applicant once the form is successfully completed and submitted electronically. This acknowledgement document is called the Notice of Acknowledgement (Probate) and will contain headline information from the form for use by the Probate Office.
  3. An applicant will need to print this acknowledgement and submit it to the Probate Office, along with the other required papers in order to obtain a Grant of Probate or Letters of Administration.

In preparation for the move to an online service, the Probate Office will not be accepting paper applications after Friday 4 September 2020. Thereafter, new applications for Grants of Probate and Letters of Administration must be made online when the system becomes available during the week of 14 September 2020.

Once the online form is available, the Probate Office can only accept new applications that include Revenue’s acknowledgement document. This means there will be no option available to submit an Inland Revenue Affidavit to the Probate Office for approval.  For more information see Revenue’s website.