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• Forms for paper tax returns
• Online procedure

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.

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.

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.

None

• The survivor's lump sum is claimed in the income tax return
• The tax return can be filed on paper or online

• The deadline for filing the income tax return is 31 July of the following year.

• 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

• Tax office finder

• § Section 33b (4) of the Income Tax Act (EStG)
• §§ Sections 33b, 33b (4) of the Income Tax Act (EStG)

• Further information on tax topics

Senator for Finance Bremen