What should I do at the end of the plan as the beneficiary?
Update online the details related to your:
- Identification – ID card or passport
- Tax residence – tax clearance certificate
If you are not the beneficiary, AlphaLife issues a certificate for the policy details and payment amount. You must submit at the branch:
- Inheritance, donation or parental gift tax return (as applicable) issued through the myPROPERTY app (Government Gazette A 1066/2023).
- Solemn declaration according to Article 8 of Law 1599/1986 through gov.gr or from a Citizen Service Centre (KEP) stating that the information arising from the inheritance, donation or parental gift tax return has not changed.
If the beneficiary is under-age, some additional forms may be required.
Book an appointment at one of our branches to apply and get the insurance policy amount.