Revenue Agency Model 240 Release Form
How to notify the Tax Office of the release of Form 240
The Model 240 is the official form through which it is possible to request from the Revenue Agency the certificate of submission of the inheritance declaration and the certificate of payment of inheritance, mortgage and land registry taxes. This document is a fundamental tool for heirs, legatees, and anyone interested in managing an inheritance, as it is often required by banks, notaries, or financial institutions to unblock current accounts, securities, insurance policies, or other assets registered to the deceased.
The Agenzia delle Successioni, thanks to its experience in managing inheritance procedures, offers a clear and comprehensive guide on how to download, complete, and submit Form 240, avoiding errors and delays that can lead to complications in subsequent procedures.
What is Form 240 for?
Form 240 allows heirs to obtain a certified copy of the certificate certifying both the submission of the inheritance declaration and the payment of taxes This certified copy is often required in official settings, such as banks and financial institutions, when it is necessary to release bank accounts or securities held in the deceased's name.
Furthermore, it may be essential to complete notarial deeds or to resolve bureaucratic procedures related to foreign inheritances. Requesting Form 240 therefore guarantees heirs the opportunity to obtain an official document recognized by the Revenue Agency, avoiding future disputes regarding the regularity of the inheritance declaration.
How to complete Form 240
Completing Form 240 correctly is essential to quickly obtain the certificate. The easily editable form at the bottom of the page must include the applicant's information, including name, surname, and contact information, along with the deceased's information and information related to the inheritance tax return, such as the registration number and date.
If the certificate is collected by someone other than the applicant, a written proxy and a copy of the delegating person's identity document must be attached. It is important to ensure the information is complete, as any errors or omissions may result in delays in issuing the certificate.
Where and how to submit Form 240
Form 240 can be submitted at any Territorial Office of the Revenue Agency. To obtain a certified copy of the certificate, it is necessary to apply the electronic stamps, or revenue stamps, in accordance with current regulations. Once the procedure is completed, the certificate is issued immediately or made available online in the dedicated Telematic Services section, depending on the relevant office.
This method significantly simplifies access to the document, avoiding long waits and reducing the risk of errors. It also allows heirs to obtain multiple certified copies of the certificate, should they be required by banks, notaries, or other public bodies.
Discover the complete list of documents you can obtain through the Agenzia delle Successioni.
The official website of the Revenue Agency suggests that, in addition to the relevant form, it is also necessary to 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 website below, along with the form.
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