If a person has died, how can relatives receive money from their card?

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10.08.2023 14:52 528

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Photo of lorina200215 Lorina Fedan

To receive funds from the deceased client's accounts, the heir must contact a bank branch with:

  • passport,

  • TIN,

  • a certificate of the right to inheritance, notarized or in accordance with a court decision,

  • for the payment of an inheritance belonging to a minor or a minor - additional appropriate permission of the body of guardianship and guardianship.

The certificate of the right to inheritance must contain the following information:

  • Deposit account number (the bank can accept a certificate of the right to inheritance that does not contain an account number only if one deposit account is opened in the bank or if it stipulates that it applies to all accounts opened in the name of the depositor in the bank).

  • Name of bank.

  • Full name of the heir/heirs.

  • The date of making the will.

If the funds in the account are bequeathed to several heirs, the distribution of the share between the heirs must be indicated (for example, equal shares or one-third to one, two-thirds to the other, etc.). If the will does not specify the share of each of the heirs, the amounts from this account are issued in equal shares. Heirs do not have to go to the bank at the same time to receive the inheritance.

Amendments and additions to the certificate of the right to inheritance are not allowed.

10.08.2023 17:42

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