All actions
Finance and savings/Allowances and benefits
Claim a deceased relative's policies, pension and provident funds
מימוש זכויות מחשבון/פוליסה של קרוב שנפטר
No sign-inPrinted formNeeds a signature
Steps
- 1
Download the form from the official site
- 2
Fill it in and sign
- 3
Attach the documents
- 4
Send or hand it in as the form says
Prepare in advance
Tick what you already have. Ticks stay in this browser only.
0 of 6 ready
- Who it is for
- Named beneficiary (מוטב) or survivor (שאיר) of the deceased
- What the form asks
- deceased ID
- claimant details
- bank details
- Dates
- Rights may lapse; tax: gains exempt 3 months, severance taxed as for the deceased, capped 40% (press, Kol Zchut)
- Money
- Unknown until asked; probate can exceed a small balance
Related actions
- FinanceAllowances and benefits
Claim dormant pension, provident or study-fund money from the institution
מימוש כספים רדומים בקופת גמל / קרן פנסיה / קרן השתלמות
Printed formNeeds a signature - FinanceAllowances and benefits
Employment training grant
מענק הכשרה תעסוקתית
Can pay you moneyOnline - FinanceAllowances and benefits
Withdraw a small inactive provident account without the 35% charge
משיכת חשבון גמל קטן ולא פעיל ללא קנס מס
Can pay you moneyPrinted formNeeds a signature - FinanceAllowances and benefits
Receiving rights
תגמול חודשי או מענק שנתי לניצולי שואה שעלו לישראל החל מ- 1.10.1953 ואילך
Can pay you moneyOnline - FinanceAllowances and benefits
Known pensions request
הגשת תביעת גמלה לידועים בציבור (שאיר)
Can pay you moneyOnline - FinanceRegistration and details
Cancel a duplicate or unneeded health insurance cover
ביטול ביטוח בריאות כפול
Printed formNeeds a signature
This is a summary of official sources, for orientation only. It is not legal advice; the official site's wording is binding.