Pauschbetrag für Hinterbliebene beantragen

In the case of survivor's benefits, you can claim a survivor's lump sum.

If you have been granted current surviving dependents' benefits, for example 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 you have received a settlement in the form of a lump sum for the entitlement to the benefits.

In the case of surviving dependents' benefits, you must provide proof by means of official documents (e.g. pension notice from the pension office, the competent compensation authority or a statutory accident insurance institution).
The pension notice from a statutory pension insurance institution does not suffice as proof.

There are survivors' benefits under one of the following laws:

• the Federal Pensions Act or another law which declares 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 survivors 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.

None

• The survivor's lump sum is claimed in the income tax return
• You can submit the tax return in paper form or in the online procedure

• The processing time depends on the processing status in the respective responsible tax office

• The deadline for filing the 2022 income tax return is 02.10.2023
• The deadline for filing the income tax return 2023 is 02.09.2024
• The submission deadline for the income tax return from 2024 is 31.7. of the following year

• Tax allowance entry for surviving dependents
• If a taxpayer has been granted current survivor benefits, for example, under the Federal Pension Act or from statutory accident insurance, a lump sum may be claimed.
• Procedure:
  • The surviving dependents' lump sum is applied for in the income tax return
  • You can submit the tax return in paper form or in the online procedure
• Documents:
  • In the case of surviving dependents' benefits, the proof must be provided by official documents (for example, pension notice from the pension office, the competent compensation authority or a statutory accident insurance institution).
  • The pension notice from a statutory pension insurance institution is not sufficient proof.
• Responsibility: Tax office

• You can find the contact points at the tax office responsible for you via the tax office finder on the website of the Federal Central Office

• The tax office responsible in each case decides on the applications in the tax return
• You can find the tax office responsible for you via the Tax Office Finder on the website of the Federal Central Tax Office