ZUS still has money from OFE. However, he will not pay them from the car. The heirs have to start it themselves. According to experts, the heirs must take the first step in this regard. The lack of action on their part means that some of the money still remains in the ZUS accounts. The formalities must begin with contact with the Plant and there is no date by which they must be completed. The disbursed funds are subject to a 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 in ZUS. But many heirs don’t know this. 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 security institution) was 31.6 thousand, and the amount of disbursements – about PLN 516 million.
The law allows you to inherit funds that have been transferred from the OFE to a sub-account at the social security institution. However, still few people know this and therefore take the necessary actions in this regard. According to data provided by the Social Security Institute, in the first eight months of this year. the number of withdrawals of funds from the sub-account (pillar II of the social security institution) was 31.6 thousand, and the amount of one-time payments – about PLN 516 million. In the entire last year it was respectively 48.2 thousand. and PLN 740.2 million. In 2020 – 38.8 thousand. and 492.1 million PLN and in 2019 – 40 thousand. and PLN 435.7 million. In the statistics of this area for 2018 we see 38.5 thousand. and 348.7 million PLN and from 2017 – 45.2 thousand. and PLN 349 million.
