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Beneficiary Affidavit for the Netherlands

Beneficiary Affidavit Template for Netherlands

A legal document used under Dutch law where a beneficiary formally declares their entitlement to receive specific assets or benefits from a deceased person's estate. The document must comply with Dutch notarial requirements and includes detailed information about the beneficiary, the deceased, the nature of the inheritance claim, and supporting documentation. It serves as a formal sworn statement that can be used with financial institutions, government authorities, and other relevant parties to facilitate the transfer of inherited assets.

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What is a Beneficiary Affidavit?

The Beneficiary Affidavit is a crucial document in Dutch inheritance law, used when individuals need to formally establish their right to receive assets or benefits from a deceased person's estate. This document is typically required by financial institutions, government authorities, and other organizations to process the transfer of inherited assets. The affidavit must be executed in accordance with Dutch legal requirements, including proper notarization, and contains detailed information about the beneficiary's identity, their relationship to the deceased, the basis for their inheritance claim, and specific details about the assets being claimed. It is particularly important in cases involving international assets, multiple beneficiaries, or complex estate distributions, and serves as a legal protection for both the claiming beneficiary and the institutions releasing the assets.

What sections should be included in a Beneficiary Affidavit?

1. Declaration Header: Formal introduction stating the document type, date, and notary information

2. Affiant Information: Full legal name, address, date of birth, and identification details of the person making the declaration

3. Deceased Person Information: Full details of the deceased person, including full name, last known address, date of death, and place of death

4. Relationship Statement: Clear statement of the relationship between the affiant and the deceased

5. Inheritance Basis: Statement of the legal basis for the inheritance claim (e.g., will, intestate succession, or other legal instrument)

6. Asset Declaration: Description of the assets or benefits being claimed

7. Other Beneficiaries: Statement regarding knowledge of other potential beneficiaries or heirs

8. Verification Statement: Formal declaration of the truth of all statements made

9. Signature Block: Space for affiant's signature, date, and notary authentication

What sections are optional to include in a Beneficiary Affidavit?

1. Prior Claims Statement: Statement confirming no prior claims have been made on the assets (used when required by specific institutions)

2. Tax Compliance Declaration: Statement regarding tax obligations and compliance (included when required for tax purposes)

3. Renunciation Acknowledgment: Statement acknowledging any renunciations by other potential heirs (included when applicable)

4. Foreign Law Statement: Declaration regarding foreign law implications (included for international inheritance cases)

5. Capacity Statement: Statement confirming the affiant's legal capacity (included for complex cases or when required by institutions)

6. Power of Attorney Reference: Reference to power of attorney if the affidavit is being executed through a representative

What schedules should be included in a Beneficiary Affidavit?

1. Death Certificate: Certified copy of the death certificate of the deceased

2. Identification Documents: Copies of affiant's identification documents

3. Will or Testament: Copy of the will or testament, if applicable

4. Inheritance Certificate: Certificate of inheritance (verklaring van erfrecht) if already obtained

5. Family Documentation: Relevant birth certificates, marriage certificates, or other documents proving relationship

6. Asset Documentation: List and proof of assets being claimed

7. Translation Certificates: Certified translations of any documents not in Dutch or English, if applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Netherlands

Publisher

Genie AI

Document Type

Affidavit

Cost

Free to use
Relevant legal definitions






























Clauses




















Relevant Industries

Legal Services

Financial Services

Banking

Insurance

Real Estate

Asset Management

Professional Services

Public Administration

Notarial Services

Estate Planning

Relevant Teams

Legal

Wealth Management

Estate Administration

Compliance

Private Banking

Risk Management

Client Services

Document Processing

Fiduciary Services

International Affairs

Relevant Roles

Estate Planning Attorney

Notary Public

Wealth Manager

Trust Officer

Estate Administrator

Probate Clerk

Legal Counsel

Compliance Officer

Tax Advisor

Financial Advisor

Bank Manager

Estate Planning Paralegal

Private Client Advisor

Inheritance Specialist

Industries






Teams

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