Application for Lump Sum Payment on:

Pensionskasse für die
Deutsche Wirtschaft VVaG
Sender:
Pensionskasse
für die Deutsche Wirtschaft
VVaG Postfach 10 10 54
47010 Duisburg
Membership number
Surname, First name
Street, Number
Postcode, Town/City
Tel. no. for queries
Application for
Lump Sum Payment on:
– please submit 3 years in advance
Email for queries
Enter date
Pursuant to § 24 No. 8 of the PKDW General Conditions of Insurance, I hereby apply irrevocably for payment
of a one-off lump sum at the time specified above. I confirm that I have not applied nor will I apply for
premiums subsidised under the Riester scheme (§§ 10a, 82 et seqq. of the Income Tax Act [EStG]) in relation
to the above policy.
I understand that my personal data relevant to the insurance relationship, as defined by the Federal Data Protection Act (BDSG) will be stored.
Place, Date
Member’s signature
I hereby apply for request payment of the survivor’s provision after the death of the primary insurance holder as:
 A one-off lump sum payment
 A survivor’s pension
For annuities of less than EUR 600, the survivor’s provision is generally paid together with the one-off lump sum
from the retirement pension.
Place, Date
Spouse's signature
The employer’s consent is required for company members:
By submitting the above appication, we confirm that we agree to § 24 No. 8 of the General Conditions of
Insurance of Pensionskasse für die Deutsche Wirtschaft.
Place, Date
Signature, Company stamp
Please note that under the Retirement Income Act of 11/06/2004, once the one-off lump sum payment has been applied for, the
conditions for tax-free payment of premiums pursuant to § 3 No. 63 EStG from shall no longer apply 01/01/2005 – here: date of
application.
Pensionskasse für die Deutsche Wirtschaft VVaG, Am Burgacker 37, 47051 Duisburg, Tel 0203 99219-0, Fax 0203 99219-38, www.pkdw.de
Annex to “Application for Lump Sum Payment” form
Information
Based on the law modernising statutory health insurance (Statutory Health Insurance Modernisation Act –
GMG) of 19/11/2003, health insurance funds’ full premium rates for pensions, used for calculating the health
insurance premiums payable from pensions, shall also apply to pensioners with statutory health insurance
with effect from 01/01/2004. PKDW will deduct these premiums from ongoing pension payments.
Moreover, under the revised version of § 229 Para. 1 Sentence 3 of the Social Security Statutes
Book (SGB) Vol. 5 of 01/01/2004, all lump sum payments for the purposes of retirement, survivor’s
or disability pensions are subject to mandatory premiums.
For one-off lump sum payments, 1/120 of the total amount will be added to the pensioner’s income that
is subject to premiums every month for ten years.
Under the current legal situation, the following documents must be submitted approximately
8 weeks before the lumpsum is due to be paid:
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your original insurance certificate,
a copy of your birth or marriage certificate,
the first page of the social security insurance holder’s Notice of Pension Entitlements (copy),
your Tax ID Number,
the address of your health insurance fund and your health insurance number,
your bank account details and
if the lump sum is being paid before the age of 65, additional proof of loss of income.
(Note: In accordance with the legal definition of a pension fund, PKDW may only insure for loss of income. A copy of the first
page of your Notice of Pension Entitlements or Notice of Unemployment, along with written confirmation that your
unemployment benefit plus pension payments will not exceed your previous income, will suffice as proof. The same applies
to the non-working phase of semi-retirement.)
Pensionskasse
für die Deutsche Wirtschaft VVaG
Pensionskasse für die Deutsche Wirtschaft VVaG, Am Burgacker 37, 47051 Duisburg, Tel 0203 99219-0, Fax 0203 99219-38, www.pkdw.de