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Beneficiaries of life insurance must file Form 2705-A with the tax authorities after the death of the insured, if he has paid premiums after 70 years. This print has just been simplified.
Why fill it out?
Beneficiaries of life insurance are liable for inheritance tax on premiums paid on the contract after 70 years, beyond € 30,500 (all contracts and beneficiaries combined.
The insurer does not pay the capital until these rights have been paid. The partial declaration of inheritance, which mentions the taxable premiums, makes it possible to release the sums without waiting for the notary to draw up the complete declaration of inheritance.
Comment ?
Indicate on the declaration n ° 2705-A (provided by the insurer or downloadable from the website impots.gouv.fr) the taxable premiums (from the elements communicated by the insurer) and answer the information on the deceased and on each beneficiary (one executive per beneficiary). Within 6 months of the death, file the declaration or send it, by post or email, to the registration service of the public finance center at the domicile of the deceased insured.
Once the administration certifies, in a reserved cartridge, that the rights have indeed been …
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