Step 2 - Submitting your information to Revenue
Before you begin
To start the probate application process, you will need to complete a form and submit it to Revenue.
- For deaths on or after December 5, 2001 use the Statement of Affairs Form SA.2.
- For deaths before December 5, 2001 use the Inland Revenue Affidavit.
For dates of death on or after December 5, 2001:
Statement of Affairs Form SA.2:
If the person who died passed away on or after December 5th, 2001, you must complete the Statement of Affairs Form (SA.2). This form is accessed through Revenue.ie under “myAccount” or “ROS”.
- If the person who died left a will, you must upload a copy to Revenue as part of your online Statement of Affairs submission.
- Upon submission, you’ll receive a Notice of Acknowledgement from Revenue, which must be printed and included with your probate application. Ensure this notice bears the names and signatures of all applicants.
Please note: The responsibility for the form’s accuracy lies with you as the applicant. It's advisable to consult professional legal and tax advice if necessary. Incorrect information can lead to penalties. For further details, visit Revenue.ie.
For dates of death before December 5, 2001:
Inland Revenue Affidavit:
- Contact the Revenue Commissioners directly to obtain the relevant Inland Revenue Affidavit.
- Complete and swear the Inland Revenue Affidavit in the presence of a practising solicitor or Commissioner for Oaths.
- File the Inland Revenue Affidavit with Revenue for approval. Once Revenue approve your form, a stamped version of the affidavit form along with a High Court Certificate will be sent to you.
- Submit the stamped Inland Revenue Affidavit, together with the original High Court Certificate issued by Revenue, with your probate application to the Probate Office or relevant District Probate Registry.
The Probate Office does not provide guidance on filling out these forms.