PLAN 1
START MAKING ARRANGEMENTS NOW
- Creating a list and verifying all current French pension plans,
- Discussing, filling out, and finalizing the plan to request a distribution of funds from the Basic Insurance Scheme for the Elderly (available at lassuranceretraite.fr)
- Estimating the pension amount to be distributed to the surviving spouse, taking into account any ex-spouses and the rules and legislation in force on evaluation day,
- Verifying social security contributions and Health Insurance contributions on pensions,
- Drafting personalized letters and requesting forms related to survivor’s benefits,
- Making a list of documents to include so that future requests will be well managed.
DURATION
3 to 6 months from when all necessary documents are sent. This time frame may need to be extended due to variable response times of the contacted institutions.
You will receive a manual with practical advice after our service mission has concluded.