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1. Declarant Information: Personal details of the person making the declaration, including full name, date of birth, address, and contact information
2. Inheritance/Benefit Details: Information about the deceased person or source of benefit, including reference numbers, dates, and benefit type
3. Declaration of Entitlement: Formal statement confirming the declarant's legal right to the inheritance or benefit
4. Beneficiary Details: Complete information about the beneficiary, including relationship to the deceased/grantor
5. Payment Instructions: Bank account details and preferred method of receiving the benefit
6. Tax Declaration: Statement regarding tax residence and acknowledgment of tax obligations
7. Data Protection Notice: GDPR-compliant declaration regarding the processing of personal data
8. Signature Block: Space for signature, date, and place of signing
1. Co-Beneficiary Details: Required when multiple beneficiaries are involved, including their shares and relationships
2. Power of Attorney: To be included when the declaration is made by an authorized representative
3. Renunciation Statement: Optional section for cases where the beneficiary wishes to renounce their entitlement
4. Foreign Tax Compliance: Required for international inheritances or when the beneficiary is tax resident abroad
5. Asset Details: Detailed listing of specific assets when the inheritance includes multiple items or properties
6. Witness Section: Required in cases where additional verification of identity is needed
1. Appendix A - Identity Documentation: Copies of required identification documents (passport, ID card)
2. Appendix B - Proof of Relationship: Documents proving relationship to deceased/grantor (birth certificates, marriage certificates)
3. Appendix C - Asset Schedule: Detailed listing of inherited assets or benefits when applicable
4. Appendix D - Tax Forms: Required tax forms and declarations for inheritance tax purposes
5. Appendix E - Supporting Documents: Any additional documentation required to support the beneficiary claim
Beneficiary
Co-Beneficiary
Deceased
Estate
Inheritance
Legal Representative
Power of Attorney
Testator
Executor
Administrator
Testament
Certificate of Inheritance
Inheritance Share
Compulsory Portion
Declaration
Benefit
Supporting Documents
Identity Documents
Bank Account Details
Tax Residence
Legal Successor
Renunciation
Inheritance Tax
Gift Tax
Notarization
Verification
Personal Data
Data Processing
Authorized Representative
Declaration of Entitlement
Identification
Relationship Declaration
Benefit Details
Tax Compliance
Data Protection
Anti-Money Laundering
Bank Details
Authentication
Verification
Supporting Documentation
Representations and Warranties
Acknowledgments
Indemnification
Privacy Consent
Declaration of Legal Capacity
Signature Requirements
Witness Attestation
Dispute Resolution
Governing Law
Amendments
Severability
Renunciation Rights
Co-Beneficiary Provisions
Banking
Insurance
Legal Services
Financial Services
Estate Management
Wealth Management
Trust Services
Public Administration
Notarial Services
Tax Advisory
Real Estate
Legal
Compliance
Wealth Management
Private Client Services
Risk Management
Tax Advisory
Estate Administration
Claims Processing
Document Management
Client Relations
Regulatory Affairs
Estate Lawyer
Probate Attorney
Legal Counsel
Notary Public
Trust Officer
Estate Administrator
Wealth Manager
Tax Advisor
Compliance Officer
Insurance Claims Handler
Private Client Advisor
Legal Administrator
Risk Manager
Benefits Coordinator
Inheritance Tax Specialist
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