Statement of Affairs (Probate) Form SA.2

The New Application process

You must complete the Statement of Affairs (Probate) Form SA.2 to obtain a Grant of Representation. You should use this new application process where a deceased person died on or after 5 December 2001.

The procedure for filing is as follows:

  1. You as the personal representative(s) of the deceased person or your chosen authorised person must:


  2. You then complete and submit the Statement of Affairs (Probate) Form SA.2.
  3. When the Form SA.2 is submitted, you can generate a Notice of Acknowledgement. The notice contains information from your SA.2 application required by the Probate Office. When you have successfully submitted a form in myAccount or ROS, you will receive a notification of receipt of submission.
  4. You print this notice and submit it and any other required papers to the Probate Office or District Probate Registry. The Probate Office will only accept applications that include Revenue’s Notice of Acknowledgement (Probate) document.
  5. On receipt of this information, the Probate Office will contact the personal applicant with an appointment to attend their office.

Next: Form SA.2 Features