Question 6218 — insurance

Summary

Mr. Mathieu Lefèvre draws the attention of the Minister to the Minister of the Economy, Finance and Industrial and Digital Sovereignty, responsible for public accounts, to the deadlines for issuing certificates of non-payability or payment of transfer duties free of charge, necessary for the release of funds remaining on life insurance contracts taken out before the age of 70 of the subscriber benefiting from a reduction specific of 30,500 euros. Currently, insurance companies require, to pay out the capital, the presentation of these certificates issued by the tax administration after the filing of a partial declaration of inheritance (form no. 2705-A). Although no text sets a mandatory deadline for their delivery, the processing can exceed several months, slowing down the payment of sums due to beneficiaries. But these Capital, often passed on to young people, helps to finance structuring projects (works, real estate acquisition, etc.) and to support local economic activity. According to the Economic Analysis Council, nearly 44 billion euros are transmitted each year via life insurance. Thus, he asks if the Government plans to set a maximum deadline for issuing these certificates in order to streamline the procedure. release of funds and avoid delays detrimental to beneficiaries.

Machine translation from French. The official text remains authoritative.

Timeline

No timeline events have been ingested for this record yet.

Votes

No vote records are attached yet.

Versions

No version snapshots stored. Document URLs remain at the source.

Documents

No documents linked.

Sponsors

No sponsors or actors listed by the source.

Related records

No cross-record relationships stored yet.