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What happens if you die during the savings phase?

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What happens if you die during the savings phase?

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For the PEE/PEI and the Collective PER:

  • Employee savings will be included in the estate assets for their value on the day of death. The death of the plan holder, their spouse or their PACS partner is a case of early release of employee savings for both the PEE and the collective PER.

For the Mandatory PER:

  • The death of the holder before the expiry of the contract results in the closure of the PER and the savings accumulated are transferred to the beneficiary(ies) designated at the time of subscription.