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Heritage 2020

4.2.9. I) Life insurance

In this section, the life insurance policies contracted by the declarant must be declared, even if the beneficiary is a third party, indicating the insurance company with which they were contracted.

Assessment

Life insurance will be computed at its surrender value at the time of accrual of the Tax (December 31). This value will be provided to you by the insurance company.

If you have to list more elements than those contemplated in the program, you can declare them cumulatively in the last box. In this case you will only have to fill in the data related to the description and the rating.