Customer center

Forms

Registration for the employee pension plan

Registration for the employee pension plan

PDF

Transfer of vested benefits when changing job

PDF

Pension fund purchase

PDF

Amendments

Amendment of personal data

PDF

Benefits

Application for payment of retirement benefit as a lump sum

PDF

Notification concerning partner pension

PDF

Notification regarding nomination of beneficiaries for lump-sum death benefits

PDF

Home ownership

Encouragement of home ownership using funds from occupational pension plans

PDF

Application for the advance of pension funds for the encouragement of home ownership

PDF

Checklist – evidence required for advance payment of retirement benefits in connection with the encouragement of home ownership

PDF

Application for the pledging of pension funds for the encouragement of home ownership

PDF

Checklist – evidence required for pledging pension plan benefits in connection with the encouragement of home ownership

PDF

Application for the transfer of an existing advance in the context of the encouragement of home ownership

PDF

Checklist – evidence required for transfer of existing advance payment in connection with the encouragement of home ownership

PDF

Expense account encouragement of home ownership

PDF

Departure from the employee pension plan

Departure from the employee pension plan

PDF

Payment of termination benefit in cash

PDF

Guidelines for employees upon change of employment

PDF

Pension plan

Composition of the Administration Committee

PDF

Organizational regulations for the Administration Committee

PDF

Information about the accumulation of employer’s premium reserves

PDF

Information about the contribution account

PDF

Claims service

Register claims online

Notification of Disability (Group Life)

PDF

Notification of Death Group Life

PDF

Claims forms for printing out

Notification of Disability (Group Life)

PDF

Notification of Death Group Life

PDF

Statement of benefits

My statement of benefits – explained simply

PDF

Current pension plan regulations

Pension plan regulations edition 1/2012

PDF

Pension plan regulations past years

Pension plan regulations edition 1/2011

PDF

Pension plan regulations edition 1/2009

PDF

Pension plan regulations edition 1/2008

PDF

Pension plan regulations edition 1/2007

PDF

Pension plan regulations edition 1/2006

PDF

Pension plan regulations edition 1/2005

PDF

Pension plan regulations edition 1/2004

PDF

Foundation documents

Deed of foundation

PDF

Affiliation contract (Example)

PDF

Partial settlement regulations

PDF

Explanations on the regulations for partial liquidation

PDF

Investment guidlines in German

PDF

Pension plan regulations edition 1/2011

PDF

Online occupational pension plan

Online occupational pension plan – 5 advantages at a glance in German

PDF

Brief instruction - Online occupational pension plan in German

PDF

Basis for calculating the premium discount for using online occupational pension plan in German

PDF