RF-9 Decedent Refund Claim Rev. 9-19 2026

1. Click ‘Get Form’ to open the RF-9 Decedent Refund Claim in the editor.
2. Begin by selecting the appropriate refund type by checking one of the boxes: K-40, K-40H, or K-40PT.
3. Enter the refund tax year in the designated space, specifying either the calendar year or fiscal year ending date.
4. In the Decedent Information section, type or print the decedent's full name, date of death (mm/dd/yyyy), and Social Security Number.
5. Fill out the Claimant Information by providing your name, Social Security Number or EIN, address, city/state/zip code, relationship to decedent, and daytime telephone number.
6. Indicate your status as either a personal representative or heir at law by checking the appropriate box and ensuring you attach required documentation.
7. List all heirs at law if applicable, including their names, relationships, and ages. Use additional sheets if necessary.
8. Finally, read and sign the declaration statement at the bottom of the form and enter today's date.

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