Not everyone is aware of the fact that funds saved on subaccounts are subject to withdrawal, e.g. in the event of the death of the insured person. Who can receive it and what needs to be done to make it happen? Contrary to appearances, it is simpler than it may seem.
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The money accumulated on the deceased’s subaccount can be inherited. What needs to be done?
As we can read on the website, some insured people have subaccounts set up. This is a special type of account available to OFE members and other persons born after 1968. This is where part of the pension insurance contributions are transferred. Importantly, these funds can be inherited. This means that in the event of death, the persons entitled to them will be transferred to their next of kin indicated by him. Just remember that this does not happen automatically. What does it take to get them back?
Up to PLN 29,000 on subaccounts. Who can receive them?
Funds from the subaccount may be inherited by indicated by the deceased person. If he did not submit any instructions, they are part of the estate. – ZUS data shows that the sub-accounts of deceased people have an average of PLN 29,000. zloty. However, the payment does not take place from the so-called machine after the death of the insured person – explained Iwona Kowalska-Matis, regional spokeswoman for ZUS in Wrocław, quoted by the portal. So what do you have to do to get it? It turns out that all you need to do is submit an appropriate application.
How to get money from a subaccount? Don’t forget about the application
The procedure for transferring money from a subaccount depends on the situation of the deceased. As we can read on the website, it is usually enough to come to the Social Insurance Institution and submit the appropriate form. If the insured person had both a sub-account in and was an OFE member, you should first contact the fund, which will then notify the institution. To receive a payment from a subaccount, you do not need the help of intermediaries.
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.
