Overview
- As part of a Testament Month campaign, Afore XXI Banorte is promoting the registration of beneficiaries for individual retirement accounts.
- The firm requires an in-person designation with official ID, proof of address, CURP, and full details for each beneficiary.
- Account holders may name up to five designated beneficiaries with assigned percentages, who can withdraw only the voluntary-savings subaccount.
- Legal beneficiaries recognized by law may qualify for a pension or a lump-sum withdrawal, and must first obtain an IMSS pension resolution before claiming Afore resources.
- Afore XXI Banorte says death claims are typically resolved in about 10 business days, while industry guidance from Amafore notes some platforms allow digital beneficiary registration via aforemóvil or aforeweb.