The right to a pension shall cease with the death of the entitled person. However, household members may receive the deceased’s last benefit if he was entitled. In this publication we will explain erstwhile the pension or pension after the deceased can be retained, and erstwhile it needs to be returned to ZUS.
You do not always gotta return to the Social Insurance Institution pension or pension after the deceased. If it was brought by a mailman while he was inactive alive, the benefit can be stopped. On the another hand, after the death of the pensioner or pensioner, the household should no longer accept money from the postman, due to the fact that if he does, she will gotta return the benefit to the Social safety Office. ZUS will ask for money and will recover the amount paid.
If this was a benefit that the deceased had, that is, in the period in which he died – regardless of whether the death occurred on the first day of the period or on the mediate of the month, the eligible household members may apply to ZUS for payment of the alleged unrealised benefit. ZUS will issue a formal decision and transfer the money to entitled persons.
In order to get an unrealised service, an application (print of ENS) must be submitted within 12 months of the date of death of the individual entitled to the benefit.
When you gotta return your pension to a bank account
A small bit different is erstwhile the benefit affects a bank account after death. The work to reimburse applies to those pensions or pensions paid for months following the period in which the pensioner died. For example, if individual died on 1 August and the pension payment is due on 10 August, then the Social Insurance Institution will not recover the benefit as August, considering it due, but will recover the refund as September as an undue benefit.
This may besides be the case erstwhile the pension payment for June was due on June 1, a individual died on June 25 and a pension for July was received on June 30 due to the fact that the payment deadline for the benefit was on weekend. In specified a situation, the pension for July, which came in June, must be paid back.
What is an unrealized experience with ZUS
Unrealised benefits are those to which the deceased individual was entitled before his death, but did not collect or have not been paid. For example, if individual died on 1 July and ZUS did not pay the benefit due to the fact that they received information about the death, then an unrealised pension can be paid to the household members of that individual – but only at their request. Unrealised benefits are besides those where the individual applied for a pension and died before the Social safety Office issued a decision granting the benefit. This is besides the case erstwhile a individual died before the Social safety Office examined the application for re-establishment of the amount of the pension. The amount owed to the deceased may be paid to an eligible associate of the household in the framework of an unfulfilled benefit - explains Krystyna Michałek.
Who is entitled to the payment of an unrealised benefit
First of all, the right to unrealised benefits is granted to the deceased's husband, wife or children if they have run a common household with him. In the second place, spouses and children with whom the deceased did not run a household may appear, and in the absence of a spouse, children with whom the deceased individual operated a common household.
Other household members entitled to a survivor's pension or dependants may subsequently apply for an unrealised benefit in the absence of the abovementioned spouse and children.
What papers to file
The papers on the basis of which the Social Insurance Institution will establish entitlement to unrealised benefits are
in particular:
- a copy of the death certificate,
- copy of the matrimony certificate in the case of the spouse,
- a copy of the birth certificate for children,
- evidence proving that a common household is moving or that it contributes to the maintenance of the deceased.
More here:
Retirement, post-mortem pension. erstwhile can she be stopped?
