What are the rules of inheriting funds from OFE and ZUS?
Inheriting funds from Open Pension Funds (OFE) and Social Insurance Institution (ZUS) is regulated by appropriate legal provisions. In Poland, there are specific rules that determine which benefits can be inherited from a deceased member of OFE or ZUS.
Inheriting from OFE
In the case of OFE, inheritance concerns the accumulated funds in the pension fund. According to the current regulations, after the death of an OFE member, the accumulated funds can be transferred to the heirs. Inheritance is based on a will or the inheritance law. In the absence of a will, inheritance takes place based on statutory rules of inheritance.
However, it is worth noting that inheriting funds from OFE may be limited in the case when the fund member did not designate beneficiaries or in the presence of...