The person named applied in 2014 to receive his mother’s entitlements by way of inheritance. My Department requested the information required to process this file in 2014. Reminder letters issued on two separate occasions but no response was received and the application was rejected.
The person named continues to be paid on his own entitlements but the change of scheme in 2015 resulted in the total value being spread across the whole of the declared holding resulting in the reduction in unit value.
The person named contacted my Department in February and June of 2019 enquiring about this transfer and was advised that, without the information requested in 2014, it would not be possible to process his application. A copy of the original letter was sent to them. He was further advised that the documents should be sought from the solicitor administering the estate. When the required information is received, my Department will be in a position to reopen this file.
It should be noted also that my Department is not in a position to accept waiver of entitlements forms which have not been witnessed by a solicitor due to the legal nature of the document. The Department is anxious to assist the person named, but will require these legal documents to do so.