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ZUS has a lot of money due to the heirs – ZUS does not inform and relatives do not know about inheritance. How to arrange the payment {6.11.2022]

ZUS has a lot of money due to the heirs – ZUS does not inform and relatives do not know about inheritance. How to arrange the payment {6.11.2022]

ZUS still has money from OFE. However, it will not pay them out of the machine. The heirs must initiate this themselves. According to experts, the heirs must take the first step in this regard. Lack of action on their part means that some of the money still remains in the accounts of ZUS. The formalities must start with contacting the Plant and there is no set date by which it should be done. On the other hand, the disbursed funds are subject to flat-rate personal income tax.

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Experts remind that according to the law it is possible to inherit funds that have been transferred from OFE to a sub-account to ZUS. But many heirs do not know about it. According to the Institute’s data, from January to August this year. the number of disbursements of funds from the sub-account (Pillar II of the Social Insurance Institution) amounted to 31.6 thousand, and the amount of disbursements – approx. PLN 516 million.

The law makes it possible to inherit funds that have been transferred from OFE to a sub-account at the Social Insurance Institution. However, still few people know about it, and then take the necessary action on it. According to the data provided by the Social Insurance Institution, in the first eight months of this year. the number of withdrawals of funds from the sub-account (Pillar II of the Social Insurance Institution) amounted to 31.6 thousand, and the amount of one-off payments – approx. PLN 516 million. In the entire last year, it was 48.2 thousand, respectively. and PLN 740.2 million. In 2020 – 38.8 thousand. and PLN 492.1 million, and in 2019 – 40 thousand. and PLN 435.7 million. In the statistics for this area for 2018, we see 38.5 thousand. and PLN 348.7 million, and from 2017 – 45.2 thousand. and PLN 349 million.

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