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SueMar(Newbie)Newbie
2 May 2024

My mother set up a testamentary trust in her will for me to receive her house. She has now passed away and the trust is activated. I am in the process of selling the house and I need a TFN for the testamentary trust. (There is already a TFN for her deceased estate). I can't find anywhere on the ATO website a link to apply for a testamentary trust TFN? Ideally I would like to download the form rather than applying online. Could someone point me in the right direction please?

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1,507 views
4 replies

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TonyATO(Community Support)Community Support
ATO Certified Response3 May 2024

Hi there @SueMar


It's definitely faster to apply on the ABR, but you can order the paper form on our website if you prefer.

TFAParramatta(Initiate)Registered Tax Professional
1 May 2025

I have tried both ABR website and downloaded NAT 3799. ABR website offers deceased estate and 3 types of discretionary trusts as the type of the applicant. For NAT 3799, there is no option for deceased estate but just the same 3 types of discretionary trust. Please advise where we can apply for a TFN for a testamentary trust. Thanks

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TFN application for testamentary trust | ATO Community