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Beneficiary Affidavit for Indonesia

Beneficiary Affidavit Template for Indonesia

A Beneficiary Affidavit under Indonesian law is a formal sworn statement that establishes an individual's rightful claim as a beneficiary to certain assets, properties, or benefits from a deceased person. This legal document, which must be executed before an Indonesian notary public, contains detailed information about the affiant's identity, their relationship to the deceased, and the basis of their beneficiary claim. The document must comply with Indonesian civil law requirements and, where applicable, Islamic law principles for Muslim citizens. It serves as a crucial piece of evidence in the process of claiming inheritance or benefits and is commonly required by financial institutions, property registrars, and other authorities in Indonesia.

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What is a Beneficiary Affidavit?

A Beneficiary Affidavit is a critical legal document used in Indonesian inheritance and asset transfer processes. This document becomes necessary when an individual needs to formally establish their status as a rightful beneficiary to claim assets, properties, insurance proceeds, or other benefits from a deceased person. The affidavit must conform to Indonesian legal requirements, including proper notarization and, where applicable, adherence to both civil law and Islamic law principles. When executing a Beneficiary Affidavit, the document must include comprehensive information about the affiant's identity, their relationship to the deceased, detailed descriptions of the claimed assets or benefits, and supporting documentation. This document is particularly important in Indonesia's legal system, where formal documentation is essential for processing inheritance claims and transferring assets to beneficiaries.

What sections should be included in a Beneficiary Affidavit?

1. Title and Date: Formal title of the affidavit and date of execution

2. Affiant Information: Full legal name, national ID number (NIK), address, and other identifying information of the person making the affidavit

3. Deceased Person Information: Details of the deceased person including full name, last known address, date of death, and death certificate reference

4. Relationship Declaration: Statement of the affiant's relationship to the deceased and basis for beneficiary claim

5. Asset Description: Description of the inheritance or benefits being claimed

6. Legal Basis: Reference to relevant laws, will, or other documentation establishing beneficiary rights

7. Supporting Documentation: List of all supporting documents attached to verify the claims made

8. Declaration of Truth: Formal statement affirming that all information provided is true and correct

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

What sections are optional to include in a Beneficiary Affidavit?

1. Other Beneficiaries Declaration: Required when there are other known beneficiaries, listing their names and relationships

2. Islamic Law Compliance: Required for Muslim affiants, confirming compliance with Islamic inheritance principles

3. Translator Certification: Required when the affidavit needs to be in multiple languages

4. Power of Attorney: Required when the affiant is acting on behalf of other beneficiaries

5. Disclaimer of Other Claims: Optional statement renouncing any additional claims beyond those stated

6. Foreign Law Statement: Required when there are international assets or beneficiaries involved

What schedules should be included in a Beneficiary Affidavit?

1. Schedule A - Identity Documents: Copies of affiant's identification documents, including KTP (ID card) and family card

2. Schedule B - Death Certificate: Certified copy of the deceased person's death certificate

3. Schedule C - Relationship Evidence: Documents proving relationship to deceased (birth certificates, marriage certificates, etc.)

4. Schedule D - Asset Documentation: Lists and evidence of assets being claimed

5. Schedule E - Supporting Affidavits: Additional affidavits from witnesses or other relevant parties if required

6. Schedule F - Legal Documents: Copies of will, trust documents, or other legal instruments if applicable

Authors

Alex Denne

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

Jurisdiction

Indonesia

Publisher

Ƶ

Document Type

Affidavit

Cost

Free to use
Relevant legal definitions






























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Relevant Industries

Banking

Insurance

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Relevant Roles

Legal Counsel

Estate Manager

Wealth Manager

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Insurance Claims Officer

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Notary Public

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Risk Manager

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