Form OR-243, Claim to Refund Due a Deceased Person 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the decedent's first and last name, along with their Social Security number (SSN) and date of death. Ensure accuracy as this information is crucial for processing the claim.
3. Fill in your details as the claimant, including your first and last name, SSN, street address, city, state, and ZIP code. This identifies you as the person filing the claim.
4. Answer the questions regarding estate representation. If a personal representative has been appointed or if a small-estate affidavit has been filed, ensure that the correct party claims the refund.
5. Indicate whether the total due from all Oregon agencies exceeds $10,000. If so, you must file a small-estate affidavit or open probate to receive your refund.
6. Select your kinship group from the options provided. This determines your eligibility for claiming the refund.
7. Sign and date the form at the bottom to verify that all information is true and accurate before submitting it to the Oregon Department of Revenue.

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