Death

Trigger event date: date of death

• Instructions from notary requesting redemption be made to the notary’s practice

And

• Death certificate issued by a local registrar
  
  • Or Affidavit issued by the notary
  • Or Order of devolution of property issued by the notary

• Trigger event date: date of death
• Copy of death certificate in the family register (livret de famille) or death certificate issued by a local registrar

And

• Affidavit issued by the notary
  
  • Or Order of devolution of property prepared by the notary
  • Or Certificate of ownership concerning vested rights in respect of the deceased’s savings plan prepared by the notary

And

• All adult heirs

• Guarantor certificate where multiple adult heirs
• Or Named power of attorney signed by each of the other joint heirs accompanied with their identity documents 

• If there are heirs who are not legal adults

• In the event of a referral, agreement (judicial ruling or decision) by the supervising judge for payment to be made to the surviving parent, it being stipulated that said surviving parent is responsible for requesting such permission if the parent considers it necessary in view of the minor’s assets.
• And Bank details in name of surviving parent or the minor heir

• And if there is no surviving parent, the ruling from the district court formally appointing a guardian plus details of a bank account stating the minor’s name as the account beneficiary

Trigger event date: date of death

• Death certificate issued by a local registrar
  
  • Or Copy of family register (livret de famille)
  • Or Copy of death certificate in the family register (livret de famille) or death certificate and copy of marriage certificate

Trigger event date: date of death

• Death certificate issued by a local registrar

Or

• Copy of death certificate in the family register (livret de famille) + death certificate and copy of birth certificate recording the civil partnership had been concluded
  
  • Or Certificate issued by the district court registrar or the notary who registered the formal statement of civil partnership

No, the heirs are not the initial beneficiaries of the employee savings plan and are no employees of the company. They cannot therefore become the holders of the deceased person’s account.

Yes, if the couple were married with full community of property, with a clause allocating all community of property to the surviving spouse, and conditional on the production of a formal notice from a notary stating:

• That the couple were married with full community of property, with a clause allocating all community of property to the surviving spouse

AND

• That the deceased has left no issue other than children from the union with the surviving spouse