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Apply for a lump sum for surviving dependants
In the case of survivor's benefits, you can claim a survivor's lump sum.
Your responsible authority
- Forms
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Detailed description
If you have been granted current survivor benefits, e.g. under the Federal Pensions Act or from statutory accident insurance, you can apply for a lump sum. You will also receive this lump sum if the right to the benefits is suspended or if you have received a settlement in the form of a lump sum for the entitlement to the benefits.
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Requirements
There are survivors' benefits under one of the following laws:
- the Federal Pensions Act or any other law declaring the provisions of the Federal Pensions Act on survivors' benefits to be applicable mutatis mutandis; or
- the regulations on statutory accident insurance, or
- the provisions under civil service law on surviving dependants of a civil servant who has died as a result of an accident in the line of duty, or
- the provisions of the Federal Compensation Act on compensation for damage to life, limb or health.
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Documents
In the case of survivors' benefits, the proof must be provided by official documents (e.g. pension notice from the pension office, the competent compensation authority or a statutory accident insurance institution).
The pension notice of a statutory pension insurance institution does not suffice as proof. -
Fees
None
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Process
- The survivor's lump sum is claimed in the income tax return
- The tax return can be filed on paper or online
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Duration
- The processing time depends on the processing status in the respective tax office responsible
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Deadline
- The deadline for filing the income tax return is 31 July of the following year.
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Responsible authority
- The relevant tax office decides on the applications in the tax return
- You can find the tax office responsible for you using the tax office finder on the website of the Federal Central Office
- Legal basis
- More information
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Approved
Senator for Finance Bremen
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Approved date
28.08.2020