If I inherit an investment, what options are available to me?

Fixed Term Products

Once sufficient documentation is provided to support your claim in the deceased case, there will be an option to transfer the investment into your name and maintain the investment for the rest of its term (subject to early redemption).

There is also an option to request repayment of the investment.

The Ireland State Savings Deceased Claim Form will provide details on how to select your preferred option.

Prize Bonds

Once sufficient documentation is provided to support your claim in the deceased case, there will be an option to retain the Prize Bonds in your name indefinitely.

There is also an option to request repayment of the Prize Bonds.

Deposit Accounts

Once sufficient documentation is provided to support your claim in the deceased case, the funds in the Deposit Account will be repaid.

For information on inheritance and its impact on your Maximum Holding Limit please click here.

If you require additional clarification, you can Contact Us.