What should be done upon the death of a close person who had accumulated in a 2nd or 3rd pillar pension fund?

What should be done upon the death of a close person who had accumulated in a 2nd or 3rd pillar pension fund with Artea Asset Management?

You must send a document certifying the fact of death and the certificate issued by a notary for the provision of information by e-mail to [email protected] or bring these documents to any customer service branch of Artea bankas. Prior registration is required for a visit by phone +370 610 44447. When sending these documents by e-mail, scanned copies are also acceptable.

Once the notary’s certificate is received, we will send the notary a statement of the client’s accumulated funds. Upon receiving this information, the notary will issue you a certificate of inheritance under the will or by law. With this document, you will need to visit any customer service branch of Artea bankas and complete an application to receive the inherited funds. The application may also be completed during a remote consultation. In both cases, prior registration is required by phone +370 610 44447.

You must bring with you the document verifying the death certificate, the certificate of inheritance under the law (or the will), the certificate of ownership (if issued), your identity document, and the bank account into which you wish the money to be transferred.