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Forms and information sheets
- Registration
- Transferring vested benefits
-
Amendment
- Notification of changes [.pdf , 50KB]
- Notification of unpaid leave [.pdf , 58KB]
- Summary sheet Unpaid leave [.pdf , 30KB]
- Notification for continued insurance of current salary [.pdf , 54KB]
- Summary sheet Continued insurance of current salary [.pdf , 30KB]
- Notification of end of temporary interruption [.pdf , 85KB]
- Notification of withdrawal after temporary interruption of work [.pdf , 71KB]
- Summary sheet Seasonally employed persons [.pdf , 33KB]
- Leaving
- Retirement
- Incapacity for work and disability
- Death
- Purchase of additional benefits
- Promotion of home ownership
- Partnership and family
- Taxes
-
Miscellaneous
- Summary sheet Employer contribution reserve [.pdf , 30KB]
- Election minutes [.pdf , 50KB]
- Summary sheet Liability insurance [.pdf , 48KB]
- Summary sheet Accounting system [.pdf , 33KB]
- Summary sheet All you need to know about salary definition in occupational benefits insurance [.pdf , 39KB]
- Declaration Integrity and loyalty in asset management [.pdf , 44KB]
- Summary sheet Integrity and loyalty in asset management [.pdf , 26KB]
Product information
- Key figures [.pdf , 226KB]
- Product and portrait [.pdf , 126KB]
- Conversion rates for tariff year 2025 [.pdf , 108KB]
- Interest model, valid from 01.01.2020 [.pdf , 73KB]
- Interest and pension participation model, valid from 01.01.2025 [.pdf , 75KB]
- Higher pensions thanks to attractive rates of interest [.pdf , 108KB]
General information
- Occupational benefits: Key points at a glance [.pdf , 134KB]
- Current thresholds [.pdf , 83KB]
- All you need to know about social security [.pdf , 120KB]
- Invoicing procedure [.pdf , 151KB]
- Data Protection at AXA Collective Foundations [.pdf , 109KB]
- Guide to your pension fund certificate [.pdf , 348KB]
Regulations and Foundation documents
- Pension regulations
-
Other foundation documents and regulations
- General Terms and Conditions for the Affiliation Contract (GTC) [.pdf , 56KB]
- Investment regulations [.pdf , 88KB]
- Cost regulations [.pdf , 53KB]
- Organization Regulations of the occupational benefits fund commission [.pdf , 52KB]
- Regulations on the Partial and Total Liquidation of Occupational Benefits Funds [.pdf , 67KB]
- Regulations on the Partial Liquidation of a Collective Foundation [.pdf , 63KB]
- Surplus participation regulations [.pdf , 42KB]
- Regulations on the Creation of Provisions and Reserves [.pdf , 52KB]
- Deed of foundation [.pdf , 55KB]
- Election regulations [.pdf , 53KB]
