Field help:
Policy (contract) number
Policy (contract) number
Specify the policy (contract) number here.
The provider, that is the bank or insurance company, usually sends you the so-called provider statement once a year. You will receive one copy for your personal documents and another with the note "For submission to the tax office" ("Zur Vorlage beim Finanzamt"). You must enclose the original of this statement with your tax return.
This pension provider statement includes all the information you need:
- Pension company number
- Certification number
- Policy (contract) number and
- Total contributions made in 2024
