A beneficiary is the person entitled to receive capital in the event of death of the customer.
To add/change a beneficiary for the 3rd pension pillar, log in to the full version of the Online Banking.
Select “Correspondence with the bank” > “Order to the bank”. Copy the template below, insert it in the text of the order and enter the required information: Pension plan, Agreement number, information about the beneficiary.
You can specify one or more beneficiaries, each with a percentage of the bequest, the total must be 100%.
Note that if you specify another beneficiary, the previously specified beneficiary is automatically cancelled.
Application on the person (s) entitled to the accrued Supplementary Pension Capital in the event of the Participant’s death
Pension plan: (CBL Sabalansētais/ CBL Aktīvais/ CBL Aktīvais USD/ CBL Indeksu)
Individual agreement No./Company name:
Telephone:
Person (s)** entitled to the accrued Supplementary Pension Capital in the event of the Participant’s death***: Name, surname; personal identification code*; the person’s relationship with the pension plan participant; telephone; share, % (total 100%).
* When indicating a person who has not been assigned a personal identification code in the Republic of Latvia, the date of birth, identity document No., date, country and the institution that issued the document must be indicated. A copy of this person’s identification document must be attached.
** by making a choice as to the person (s) entitled to the Supplementary Pension Capital in the event of the Participant’s death, the Participant shall at the same time revoke all its previous instructions regarding the recipients of the Supplementary Pension Capital, if any.
*** The participant is responsible as the controller of personal data for the transfer of personal data of these persons to the Pension Fund.
If you do not have access to the Online Banking, make an appointment for a visit to the branch here.
