ZUS pays money from OFE. Here's who can count on PLN 29,000. zloty

According to ZUS, the amount is from the sub-account ZUS The deceased, who was a member of the Open Pension Fund (OFE), subject to inheritance.

ZUS emphasizes that there are no time limits when it comes to claiming the amount accumulated in the sub-account of a deceased member. OFE. All you need to do is submit the appropriate application to be able to receive these funds.

ZUS reports that an average of PLN 29,000 is collected in the sub-accounts of people who died while members of the OFE. zloty. Those named by the deceased who were OFE members, as well as persons born after 1968 who did not join OFE, are entitled to inherit these amounts.

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If the deceased did not appoint heirs, the funds accumulated in the sub-account are part of the estate – explains Iwona Kowalska-Matis, spokesperson of ZUS in Wroclaw.

A sub-account is a special type of account that each policyholder owns OFE and other insured persons born after 1968. A part of pension insurance contributions goes to them – we read on the website of ZUS. Few people know, but these funds are inherited and all you have to do is submit the appropriate application.

There are three proceedings in the case Inheritance of funds from the ZUS sub-account. If the insured OFE member has not reached the retirement age, an appropriate application must be submitted to withdraw the amount from the OFE sub-account. In such a situation, the fund must notify ZUS, which has three months from that moment to pay the amount.

However, if the OFE member has reached retirement age, the funds will already be credited to his ZUS sub-account. The same applies if the deceased was not an OFE member. You only need to submit the appropriate form available on the ZUS website. If the insured did not indicate his heirs, the funds accumulated in the sub-account are included in the inheritance.

According to praw.pl, 2022 ZUS considered a total of 97,000 applications of heirs to withdraw money from sub-accounts and paid a total of PLN 796.5 million. This is PLN 56 million more than a year earlier and about PLN 300 million more than in 2020..