[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-303904-105":53,"doc-detail-303904-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","assist-a-customer-who-has-received-a-refund-issued-to-a-deceased-customer-tax-procedure","Assist a Customer Who has Received a Refund Issued to a Deceased Customer - Tax Procedure","","This document outlines the formal procedure for Virginia Department of Taxation locality representatives to assist customers seeking a replacement refund following the death of a taxpayer. It details the necessary steps for surviving spouses or personal representatives to secure a reissued payment. The process requires submitting specific legal documentation, such as Federal Form 1310 or a court-ordered letter of authorization, alongside the original check to the Department of Taxation's Office of Customer Services in Richmond. By clarifying the documentation requirements and communication channels, this guide ensures that tax authorities can accurately verify identity and redirect funds to the appropriate beneficiary. The directive emphasizes the importance of direct coordination with the Office of Customer Services and provides essential mailing information to resolve these sensitive financial administrative matters efficiently and in accordance with state regulations.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/assist-a-customer-who-has-received-a-refund-issued-to-a-deceased-customer-tax-procedure/303904/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/assist-a-customer-who-has-received-a-refund-issued-to-a-deceased-customer-tax-procedure/303904.png","ImageObject",442,249,{"name":88,"@type":89},"Arica Lee","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-21","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":9},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What documents are required to request a refund reissue for a deceased taxpayer?","Question",{"text":108,"@type":109},"The surviving spouse or personal representative must submit either Federal Form 1310 (Statement of Person Claiming Refund Due to a Deceased Taxpayer) or a court-ordered letter of authorization to act as an administrator.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Where should the documentation for a deceased taxpayer's refund be mailed?",{"text":113,"@type":109},"The refund check and the required documentation should be mailed to the Department of Taxation, Office of Customer Services, PO Box 1115, Richmond, VA 23218-1115.",{"name":115,"@type":106,"acceptedAnswer":116},"Who can customers contact for inquiries regarding refund methods?",{"text":117,"@type":109},"Customers can contact the Department of Taxation's Customer Services at (804) 367-8031 for questions about direct deposits or paper checks.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},303904,1790011369,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":9,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},8796096645457,"https://ap-avatar.wpscdn.com/avatar/800003749518d68ffe3?x-image-process=image/resize,m_fixed,w_180,h_180&k=1779345340919836971","Assist a Customer Who has Received a Refund Issued to a Deceased Customer  \nProcess  \nASSIST INCOME TAX CUSTOMERS IN THE LOCALITY  \nEffective Date  \n01/01/2017  \nPurpose  \nThis task is performed to assist a customer who needs a replacement for a refund issued to a deceased customer. The Commissioner of the Revenue's Office Locality Representative informs the customer of the information TAX requires to resolve the problem.  \nSpecial Notes  \n• The Department of Taxation will initiate action to reissue the check to the proper individual once the required information is received from the customer.  \n• Customers will receive their refund via 2 methods: (1) Direct Bank Deposit to their checking or savings or (2) paper check. Inquiries related to either refund method should be directed to TAX's Customer Services at (804) 367-8031.  \n• When a customer is indicated as deceased on the return, this is considered to be an exception and therefund will be issued as a check.  \nProcedure  \nResponsibility  \nCommissioner of the Revenue's Office Locality Representative  \nSteps  \n1. Verify with the customer that the name appearing on a refund must be changed due to the death of a customer.  \n2. Advise the customer that the surviving spouse or personal representative must do the following:  \nA. If the refund was issued via check,  \n1. Obtain (and complete when applicable) one of the following documents:  \nFederal Form 1310, Statement of Person Claiming Refund Due to a Deceased Taxpayer Courtordered letter of Authorization to Act as Administrator  \nB. Mail the refund check, the Form 1310 or authorization letter, and a request for the check to be reissued to the following address:  \nDepartment of Taxation  \nOffice of Customer Services PO Box 1115  \nRichmond, VA 23218-1115  \nPublished Date  \n10/13/2016","cbCaitesdspnc3tp","https://ap.wps.com/l/cbCaitesdspnc3tp","pdf",86377,"English","# Procedure for Deceased Taxpayer Refunds\n## Required Documentation and Submission\n## Customer Services Contact Information","[{\"question\":\"What documents are required to request a refund reissue for a deceased taxpayer?\",\"answer\":\"The surviving spouse or personal representative must submit either Federal Form 1310 (Statement of Person Claiming Refund Due to a Deceased Taxpayer) or a court-ordered letter of authorization to act as an administrator.\"},{\"question\":\"Where should the documentation for a deceased taxpayer's refund be mailed?\",\"answer\":\"The refund check and the required documentation should be mailed to the Department of Taxation, Office of Customer Services, PO Box 1115, Richmond, VA 23218-1115.\"},{\"question\":\"Who can customers contact for inquiries regarding refund methods?\",\"answer\":\"Customers can contact the Department of Taxation's Customer Services at (804) 367-8031 for questions about direct deposits or paper checks.\"}]","Assist a Customer Who has Received a Refund Issued to a Deceased Customer - Tax Procedure | PDF",1789808144]