Question 2296 — French people abroad

Summary

Mr. Stéphane Vojetta draws the attention of the Minister Delegate to the Minister for Europe and Foreign Affairs, responsible for foreign trade, attractiveness and French people living abroad, to the difficulties encountered by French people living abroad in redeeming their life insurance contract. Indeed, to allow the redemption of life insurance contracts, insurance companies require French people abroad to provide CERFA 5000 and 5002 forms validated by the tax authorities of their country of residence. However, for several months, the Portuguese and Spanish tax authorities have refused to complete these CERFA 5000 and 5002 forms and have asked fellow citizens to provide the tax certificates available on their website. This change was communicated by their tax authorities to their French counterpart, without the latter seems to have informed the insurance companies. Having alerted the non-resident tax department (DINR) of this situation, I was told that the French tax administration recognized foreign tax certificates in place of the CERFA 5000 and 5002 forms. However, as no official communication or directive was given by the French tax administration, the insurance companies persist in requiring CERFA 5000 and 5002 forms and refuse foreign tax certificates. In certain countries, French people living abroad are therefore deprived of the right to benefit from the money available on their life insurance. He asks if it would be possible to act with the French tax administration so that it officially communicates to the insurance companies and other organizations concerned that the Tax certificates from other countries are accepted in place of CERFA 5000 and 5002.

Machine translation from French. The official text remains authoritative.

Timeline

1. 18 October 2022

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• Stéphane Vojetta · auteur

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