The ISEE Certification (Indicator of the Equivalent Economic Situation) is a fundamental document to access a wide range of bonuses, benefits and social benefits. If you have financial products managed by Poste Italiane, you will know that they also contribute to the determination of your assets and, consequently, the relative data is required for the calculation of ISEE. Getting this certification may seem like a complex process, but fortunately, Poste Italiane provides intuitive digital tools that allow you to download the document directly from the comfort of your home.
This guide has been designed to accompany you, step by step, through all the procedures necessary to find the ISEE Certification for your Italian Poste financial products. We will explore both the options available through the official website and those offered by dedicated mobile applications, providing you with all the necessary preliminary information for a smooth operation.
The Importance of ISEE Certification and Covered Financial Products
The ISEE document offers a photograph of the economic situation of your family, and is an essential requirement for the demand for numerous benefits, from child bonuses to university tax benefits, from rent subsidies to bills. The information necessary for the calculation of the ISEE includes not only income, but also the securities and real estate, of which are part of the financial products held by intermediaries like Poste Italiane.
It is important to know that not all financial products are part of the ISEE certification issued by Poste Italiane. Here is a list of the main products for which the certification is available:
- Current accounts BancoPosta
- Postal Saving Books (both paper and dematerialized)
- Good Postal Fruits (both paper and dematerialized still in existence)
- Postepay Appointment Prepaid Cards
- Privileges
- Common Investment Funds
- Deposits securities
- Insurance policies (life and social security, if they fall into the case of those computable for ISEE purposes)
Always check that your products fit into these categories to ensure you can download the relevant certificate.
Basic Requirements for Online Access
Before proceeding with the certification download, it is essential to make sure to meet some requirements. These preparatory steps will ensure a smooth and secure experience in accessing your online financial data:
- Registration to the Italian Posts Website: To access the online services, including the MyPoste reserved area, it is essential to be registered to the site. If you have not yet done so, you will need to complete the registration procedure, which usually takes a few minutes.
- Possess of a Strong Authentication Tool: Access to sensitive information such as ISEE certification is protected by an advanced security system that requires a “second authentication factor” in addition to the traditional username and password couple. This strengthens the protection of your data.
Understanding Strong Authentication
For “strong tool of authentication” you mean a further passage of verification of your identity. The most common options offered by Poste Italiane are:
- Cellular Number Certificate: You will receive a temporary security code (OTP – One Time Password) via SMS on your previously associated phone number and certificate. This code must be entered to confirm the operation.
- Authorization via BancoPosta or Postepay App: After starting the operation on the site or on another app, you will receive a notification on your smartphone. By opening the dedicated app (BancoPosta or Postepay) you will have to authorize the operation by entering your PosteID code or using biometry (e.g. fingerprint, facial recognition).
Configure or Certificate Your Strong Authentication Tool
If you have not yet configured a strong authentication method or want to certify a new one, you can do so in different ways, depending on the financial product and your preferences.
For Current Account Cards BancoPosta
If you have a bank account, you have the following options to activate or change your authentication tool:
- Through the MyPoste Website: Access your Personal Area on Poste Italiane website with your credentials. Once you log in, search for “Accept to profile” and then “Devices and security”. Here you can add or change the phone number in the box dedicated to the “Final Product Security”, enabling it to receive the OTPs.
- At a Post Office: You can go in person to any Post Office. You will need to have with you the card associated with the bank account and its PIN. An operator will assist you in the procedure.
- Through ATM Postamat: Postamat automatic machines on the national territory also offer the possibility to certify the cell number. Also in this case, you will need your BancoPosta card and PIN.
For Postepay Card Holders Name
If your interest concerns a Postepay nomination card, the methods to associate a certified phone number are as follows:
- At a Post Office: It is the most common method. You will have to submit a valid ID, your tax code, Postepay card and your PIN.
- Through ATM Postamat: Similarly to the BancoPosta account, ATMs also allow you to perform this operation, always with ID, tax code, Postepay card and PIN.
Enable Authentication via App (PosteID)
To authorize operations directly through BancoPosta or Postepay apps, you must first ensure that your account or card is enabled in the app. Next, you can add a registered phone number and create a PosteID code, following the clear and simple instructions provided directly by the application. This process allows fast and secure authentication via smartphones, often with the help of biometric recognition.
How to Download ISEE Certification from the Italian Posts Website
Once you meet all requirements, you are ready to download your ISEE certification. The Poste Italiane website offers two main methods to do so, one more direct and one for formal requests, also useful for previous years.
Method 1: Quick access via the Basque
This is the most immediate method to obtain the ISEE certification for the current year, usually available shortly after its annual issue by Poste Italiane.
- Access your Personal Area: Connect to Poste Italiane website and log in to your MyPoste reserved area. Enter your username and password and click on the “Accept” button.
- Visit the “Bacheca” section: Once logged, navigate to the tab called “Bacheca”. This section is your notification center, where you will find all messages related to your operations and official communications of Poste Italiane.
- Identify the Certificate: Search among the messages a heading similar to “Council statement for ISEE purposes [year in progress]”. If you do not see it immediately, you may need to click on the “Show others” button to view the least recent messages.
- View or Print the Annex: Click on the message. A new page will open. Here you can print the document directly (usually through a printer icon on the top right) or view it by clicking on “Show attachment”.
- Confirmation with Autenticazione Forte: For security reasons, you will be required to complete a strong authentication pass. Select the preferred method (for example, SMS on mobile phone or app permission).
- If you choose SMS: Click on “Follow”, enter the OTP code received on your mobile phone in the appropriate field and click on “Follow”.
- If you choose the app: Click on “Follow”, wait for notification on your smartphone, open the BancoPosta or Postepay app, tap on “Autorizza” and enter your PosteID code (or use biometria).
- Automatic Download: Once authentication is completed, the document will be automatically downloaded to your PC in PDF format. The operation is over.
Method 2: Formally request via the “ISEE survey” function
This method is particularly useful if you need certifications related to previous years or if the certification for the current year has not yet appeared in your bulletin board.
- Access your MyPoste Personal Area: As in the previous method, log in to your profile on the Poste Italiane website.
- Navigate to the “ISEE survey” section: From the dashboard of your personal area, it identifies and clicks on the item “ISEE survey”, which is usually located within the section dedicated to “Finanziari”.
- Start the Online Request: On the page you open, click on the “Request Online” button, placed at the top right.
- Authentication Forte: Also in this case, you will have to confirm your identity through the second authentication factor, following the same procedures described in Method 1 (SMS or app).
- Fill out the Request Form: Once authenticated, the application form will open.
- Use the drop-down menu to select the desired “certification typology” (e.g., “Report ISEE Previous Years” or “ISEE Patrimony Certificate”).
- Indicates the reference year (if it is not already completed automatically).
- Sending and Consent Options:
- You can choose if you receive certification also via email, placing a check mark next to the item “Send certification also by email” (optional).
- Make sure you place the check mark to accept the data processing clause below.
- Confirmation and Download: Click on the “Continue” button. Within a few seconds, you will see a message on the screen that will allow you to download the document immediately by clicking on “Download the document (.pdf)”. If you have requested email, you will also receive it in your mailbox.
Certificates for Minors or Subjects
If you need to apply for ISEE certification for a minor of whom you are a parent or legal guardian, or for a subject subject subject to protection or support administration, the online procedure is not available. You must go to a Post Office. You'll need them
- For Minors: Your identification document and the minor's tax code.
- For Subjects Tutelates/Administrates: Your identification document and official documentation attesting to your appointment (e.g. court decree).
How to Download ISEE Certification from Italian Posts Mobile Apps
For those who prefer to manage their financial operations via smartphones or tablets, Poste Italiane offers the possibility to download the ISEE certification also through its official apps. The apps in question are BancoPosta and Postepay, both available for Android and iOS/iPadOS devices.
- Launch and Login to the App: Open the BancoPosta or Postepay app on your mobile device. Login using your credentials (username and password) or, if configured, a biometric security method (such as facial recognition or fingerprint).
- Access the “Bacheca”: Once inside the app, search and tap the bell icon, usually located at the top right of the screen. This icon will lead you to the “Bacheca” section, the app’s message center.
- Find Patrimonial Performance: In the “Messages” tab of the Bacheca, see the list of messages received until you find the item “Council’s Taxation for ISEE purposes [year in progress]”. Touch it to open it.
- View and Save the Document: In the new screen that opens, you will find the “View Attachment” button. By taping, the PDF will open. At this point, you can save it on your smartphone or tablet, or print it. To do this, look for the sharing icon (usually a square with an arrow up on iOS, or three dots connected on Android) and choose the most suitable option for your needs, such as “Save on”, “Stamp”, “Send via email” (e.g. Gmail), or other sharing options available on your device.
A Limit of Apps: Requests for Years
It is important to note a limitation when using apps: unlike the website, BancoPosta and Postepay applications do not allow a formal request for ISEE certifications related to previous years. If you have the need to obtain documents related to a past year, you must necessarily use the Italian Posts website, following the “Metodo 2: Form Request through the “ISEE Request” function described above.
Conclusions and Support
Getting the ISEE Certification related to your Italian Poste financial products is a process now widely digitized and accessible. Following the steps described, you can download the necessary document for your bureaucratic practices independently and safely, both through the website and through the dedicated apps.
In the rare case where you have difficulty or need additional assistance during the procedure, Poste Italiane offers several support channels. You can consult the help section on their website or contact customer service to receive the necessary support and resolve any issues.
