How to claim an inheritance in the bank?

Death can appear in the middle of a life plan. Mortgages, debts, investments, credits and many other situations are interrupted with the death of a person. Despite the loss, nothing is lost.

In case of receiving an inheritance described in a bank, you have the opportunity to expand the assets. People can inherit real estate, objects and, of course, amounts saved in banks. However, it is very important to know the figure that will be inherited, since Amounts that exceed half a million pesos must be declared before the Tax Administration Service (SAT).

Lee: Who has the right to inherit when there is no will?

This is the procedure to claim an inheritance in the bank

1. You will have to obtain the testator’s death certificate. To do this you must request a certified copy of the will with a notary.
2. Los Bank balances must be claimed at the entity where the deceased had the accountso it will have to be transported if it is not the place of residence.
3. The inheritance partition document is delivered in the event that the assets left by the testator must be distributed. Official IDs will be needed of the heirs and the allocation corresponding to each one.

A monetary inheritance that exceeds half a million pesos must be recorded in the beneficiary’s annual declaration in order to avoid problems with the SAT.

Before the bank, you must complete the following steps:

• Find out which bank of the deceased is. As has already been said before, the procedures must be carried out at the entity that opened the account. This information is available at the Tax Agency.
• Prove to the bank that you are an heir. You will need the literal death certificate, the Registry of Acts of Last Will before a Notary and authorized copy of the last will, order of judicial declaration of intestate heirs or act of notoriety.

These documents should help carry out the process to inherit.

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