Notarial deed forms from the Revenue Agency

On this page, you'll find the certified copy of the affidavit to the Revenue Agency, the self-certification of the affidavit, and a guide to completing it correctly. The Agenzia delle Successioni provides the form, downloaded free of charge from the Revenue Agency 's official website, which has been enhanced with the option to fill it out online. Two forms are available: a certified copy and a simple self-certification. 

In order to better understand which one to use, it is important to clarify:

- The certified copy of a sworn statement is a tool provided for by Presidential Decree 445/2000 that allows citizens to certify, under their own responsibility, personal states, facts, or qualifications within their direct knowledge. It must be signed before a public official (e.g., a notary, municipal employee, ambassador, revenue agency employee, etc.).

- The self-certification (self-certification) is a tool through which a citizen can self-certify a fact known to them. In this case, it is not necessary to sign it before a public official.

Both documents can be useful for various reasons. One of the main reasons why they are used in inheritance matters (self-certification) is when one of the heirs declares and signs alone the presence of other heirs known to them. That is, when an heir proceeds with the inheritance declaration independently without involving the other heirs.

The self-certification takes on particular importance in the contemporary administrative system because it is based on the principle of citizen self-responsibility , recognized as a person capable of declaring the truth, with subsequent verification and control by the Public Administration. The declaration is therefore fully valid and effective until its falsity is established.

The reference provision is Article 47 of Presidential Decree 445/2000, which specifies that the self-certification can be used to prove personal states, facts and qualities not included among those already certifiable by self-certification pursuant to Article 46 of the same decree.

• What is the purpose of a self-certification?
• How to fill out a self-certification form
• Relationship with the inheritance declaration

What is the purpose of a self-certification?

A self-certification can be used whenever a citizen needs to establish a relationship with the Public Administration. It can also be used in relationships with private individuals, but in this case, when the document must be binding on them, authentication of the signature may be required, unless the private individual refuses to accept the declaration as it is made.

Italian citizens, citizens of European Union member states, and, subject to certain limitations, citizens of third countries may use it. For the latter, use is permitted only if they are resident in Italy and if the facts declared can be certified or verified by Italian authorities or public or private entities operating in the country. The declaration is therefore strictly linked to the possibility of future verification.

How to fill out a self-certification form

Filling out the form is extremely simple, with the assistance of the Italian Revenue Agency, which allows you to enter your data directly online (you can download the forms at the bottom of the page) in two available files, depending on your needs. Article 38 of Presidential Decree 445/220 states that all requests and declarations to be submitted to public administrations, managers, or providers of public services can also be sent by fax or electronically. If, however, a certified copy of the affidavit is required, the user must appear in person at the Revenue Agency.

Applications and declarations submitted electronically are valid if signed with a digital signature, or when the signatory is identified by the computer system using an electronic identity card, or when submitted by proxy to a professional.

In fact, it is customary for inheritances to complete the "notorious deed - self-certification" form, sign it in the traditional manner by the heir, and submit it to the Public Administration through a proxy to the professional responsible for filing the inheritance declaration.

Relationship with the inheritance declaration

In the context of inheritance, banks, post offices, and other entities may request one of the documents attached to this page when they need to definitively identify the heirs before initiating any action previously registered to the deceased. However, in many cases, especially when the estate is small, it is possible to use a self-certification in the form of a notarized deed that identifies the legitimate heirs, reducing time and costs. Many institutions and banks, however, adopt more rigorous practices to protect themselves from the risk of inheritance disputes, preferring a certified copy.

Discover the complete list of documents you can obtain through the Agenzia delle Successioni.

The Revenue Agency's official website suggests that, in addition to the relevant form, you must also print the information on the processing of personal data, which must be submitted to the office when submitting the application. We attach the full document extracted from the Revenue Agency's website below, along with the form.