Start with the correct document version
Confirm who is permitted to certify that the person is alive, whether personal attendance is required and whether the recipient uses its own form. Ask the recipient to confirm the exact document name, the information it must contain and how recently it must have been issued.
Important for this particular document
Use the form supplied by the pension authority, bank or insurer where possible. It should state who may certify that the person is alive, which identification must be checked and whether personal attendance is required.
Original, copy or translation?
An original is the issued document. A certified copy shows that the copy has been compared with the original. A translation reproduces the content in another language but does not automatically replace requirements for an original or certification. The recipient’s instructions should therefore state which items must be submitted together.
Prepare a complete review
Scan the entire document, including reverse sides, seals and related attachments. Redact information that is not needed for the assessment, but keep relevant names, dates, issuing body, signatures and seals visible.
- Document name and issuing body
- Country and receiving organisation
- Recipient’s written requirements
- Requested submission date
What we help you clarify
You receive a clear assessment of which version should be used, which open questions the recipient needs to answer and the order in which certification, apostille, translation or legalisation may be required.
