To initiate the inheritance procedure, the heir must first contact a notary.

Once a notarized certificate of inheritance is available, a corresponding application must be submitted through a suitable Account Manager to inherit the units:

List of Account Managers

When inheriting fund units, it is possible to:

• transfer the units to the heir’s pension account, or
• redeem the inherited units and receive the money.

To inherit a supplementary funded pension insurance contract, you must contact the insurance company.

If the insured person dies before pension payments begin, it must be determined whether they included death coverage as a condition in the contract. In the event of death, a death benefit will be paid to the beneficiary specified in the contract.

If the insured person dies during the payment period, the pension specified in the insurance contract will be paid to the beneficiary until the end of the guarantee period.
To receive the payment, the beneficiary must contact the insurance company.