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Apply for a lump sum for surviving dependants Steuern und Abgaben

If you receive survivors' benefits, you can apply for a lump sum for surviving dependants

  • Basic information

    If you have been granted ongoing survivors' benefits, for example under the Federal Pension 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 lump-sum settlement for the entitlement to the benefits.

    Requirements

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

    • the Federal Pension Act or another law that declares the provisions of the Federal Pension Act on survivors' benefits to be applicable mutatis mutandis, or
    • the provisions on statutory accident insurance or
    • the civil service regulations for surviving dependants of a civil servant who has died as a result of an occupational accident, or
    • the provisions of the Federal Compensation Act on compensation for injury to life, body or health.
  • Procedure

    • The lump sum for surviving dependants is claimed in the income tax return.
    • The tax return can be submitted on paper or online.

    More information

    You can also have the lump sum for surviving dependants taken into account in the income tax reduction procedure. You can find the link under "Further information".

  • Competent Department

  • Online Services

  • Forms

  • Fees / Costs

    gebührenfrei

  • Deadlines & processing time

    What deadlines must be paid attention to?

    In most cases, the deadline for submitting the income tax return is July 31 of the following year. Further information can be found in the service description for extending the deadline. You will find the link under "Further information".

    How long does it take to process

    The processing time depends on the processing status at the relevant tax office.

  • Legal Bases

  • More Information

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This page has been automatically translated by DeepL. We cannot guarantee that the translation is correct.

The official information in German is complete and correct. 04.11.2025

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