At the time of the death of a loved one, we often do not have the head to remember all the things. Hardly anyone thinks at such a time that the deceased may have accumulated funds under OFE or on a sub-account. Few people know that they are inherited. Ignorance means that we can lose a few or even tens of thousands of zlotys in this way.
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You probably don’t know about it. Funds from OFE and Pillar II can be inherited
Funds collected before retirement under OFE, or the so-called Pillar II are inherited and divided into two parts. The first of them is due to the spouse, and the second to persons indicated by the deceased. If there are no named persons, they pass to the heirs. However, if the deceased had no husband or wife, then they belong to the indicated or heirs. Only money collected on an individual account, i.e. the first pillar, is not inherited. Unfortunately, although we often talk about large amounts, which can reach even tens of thousands of zlotys, ZUS or fund management companies do not remind about it.
How to check if a loved one collected money under OFE? Application needed
Moreover, they do not inform ex officio about the fact whether the relative was a member of the OFE, and what amount of funds he accumulated. If you want information about this, you should go to the -z application and then report it to the company that managed these funds. The application is also necessary when we want to receive the funds collected in this way. So far, there is no specific deadline for its submission. – It is possible, however, that ZUS may invoke the statute of limitations for claims in this respect – admitted legal adviser Mariusz Sowiński in an interview with .
What to do to recover money after the death of a loved one? Submit your application with these documents
As we can read on ZUS, everyone who joined OFE indicated the person or persons who will be entitled to the funds accumulated by it in the event of death. If you want to recover them, it is necessary to submit an appropriate application along with the required documents (e.g. a copy of a death certificate or, for example, a marriage certificate) to the appropriate fund. What if the deceased did not use OFE, but collected money on a sub-account? Then, entitled persons may submit an application to ZUS with a request for the transfer or payment of these funds. If the deceased did not indicate the persons entitled to inherit, the funds are transferred to the inheritance.
Source: Gazeta
Bruce is a talented author and journalist with a passion for entertainment . He currently works as a writer at the 247 News Agency, where he has established himself as a respected voice in the industry.
