If I am a relative of a Fonavi beneficiary who died, do I need to present a will to collect?

The return of contributions from the defunct National Housing Fund (Fonavi) continues to benefit thousands of Peruvians throughout the country. Recently, measures have been implemented to facilitate the collection of these amounts by the relatives of deceased Fonavistas, with the purpose of allowing faster and safer access to the funds.

Since the law authorizing payment to former taxpayers was approved, more than 144,000 people on the national registry have received this disbursement. Of these, 97,904 Fonavistas belong to the First Reimbursement Group and 46,739 to Payment Group 20. In the case of heirs, the Ad Hoc Commission has specified that the process is completely free and that interested parties must comply with an established order of priority. to receive payments.

Fonavi: do I have to present a will if I want to withdraw the contribution of a deceased relative?

Relatives of deceased Fonavistas do not need to present a will or initiate an intestate succession to claim the contributions. According to the guidelines of the Ad Hoc Commission, this process is completely free and is governed by an order of priority, ensuring that forced heirs have priority in collecting the funds.

Firstly, the preferential right is granted to the spouse or de facto partner of the deceased. If the Fonavista does not have a spouse, the children take the next place in the line of succession. If there are no children, the parents of the deceased can carry out the collection. Finally, if there is no spouse, children or parents, the deceased owner’s siblings have the right to claim the funds.

To start the process, family members must verify if the deceased Fonavista is included in the lists published to date, available on the official websites of the Technical Secretariat of the Ad Hoc Commission. If the Fonavista’s name appears on the lists, the heirs must present a sworn declaration in which they declare that they are beneficiaries of the deceased former Fonavi member. This document, along with the applicant’s DNI and the corresponding documentation, must be delivered to any of the Banco de la Nación agencies.

Fonavi 2024 refund: what documents must the heirs present?

To collect the refund of contributions, family members must present the following documents, depending on the link with the deceased Fonavista:

1. Spouse or cohabitant: Marriage certificate or proof of registration of the de facto union.
2. Children: Birth certificate.
3. Parents: Birth certificate of the deceased Fonavista.
4. Siblings: Birth certificate of the applicants and the deceased Fonavista.
5. death certificate of the deceased Fonavista whose name is in any of the payment groups.

What Fonavistas have been charging at the Banco de la Nación?

The Banco de la Nación has established a systematic process for the collection of Fonavi contributions. Currently, Fonavistas included in the lists published by the Ad Hoc Commission can approach any of the Banco de la Nación agencies to collect their contributions. These lists are available on the official website of the Technical Secretariat.

• Payment groups from 1 to 19: former contributors from previous lists who were beneficiaries, but were unable to collect for various reasons.
• Payment group 20: Fonavistas who are over 60 years of age, people with disabilities registered with Conadis, those who suffer from terminal illnesses and their heirs.
• First Reimbursement Group: former contributors belonging to lists 1 to 19, which are made up of more than 153,000 senior citizens aged 80 and over. That is, those who have previously collected an amount of their contributions.

This is how you can know if you are part of Fonavi’s reimbursement group 1

To check if you are in refund group 1, follow the instructions below:

• Enter the official Fonavi LINK.
• Choose the option ‘check HERE if you belong to the first refund group – April 2024’.
• Write the type and the corresponding document number.
• Enter the code provided on the screen.
• Click ‘check’ to get your status.