AXA Foundation for Occupational Benefits Downloads

Registration

• Application [.pdf , 83KB]
• Supplement to the application [.pdf , 112KB]
• Declaration on additional pension plan coverage [.pdf , 40KB]
• Summary sheet to be distributed to new members [.pdf , 62KB]

Transferring vested benefits

• Summary sheet to be distributed to new members [.pdf , 62KB]

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

• Notification of withdrawal [.pdf , 53KB]
• Notification Continuation of early retirement models [.pdf , 55KB]
• Summary sheet Flexible retirement for FAR, Resor, Retaval, Carage and Naturstein [.pdf , 37KB]
• Summary sheet Flexible retirement for sector-specific early retirement models [.pdf , 35KB]
• Summary sheet Cash payments in the EU [.pdf , 31KB]
• Summary sheet Continuation of occupational benefits insurance after termination of the employment relationship by the employer [.pdf , 34KB]

Retirement

• Summary sheet Retirement [.pdf , 44KB]
• Notification of partial retirement [.pdf , 47KB]

You can find more information online about the conversion rate, how the retirement pension is calculated, and retirement.

Incapacity for work and disability

• Notification of incapacity for work [.pdf , 89KB]
• Summary sheet on incapacity for work/disability [.pdf , 34KB]
• Early intervention notification/ Reintegration after illness [.pdf , 1.5MB]

Death

• Notification of death [.pdf , 47KB]
• Individual order of beneficiaries [.pdf , 76KB]
• Revocation - Individual order of beneficiaries [.pdf , 73KB]
• Summary sheet Order of beneficiaries [.pdf , 966KB]

You can find additional information about the individual order of beneficiaries online.

Purchase of additional benefits

• Purchase of additional service years/early retirement [.pdf , 80KB]
• Summary sheet Purchase of early retirement benefits [.pdf , 36KB]

Promotion of home ownership

• Request for advance withdrawal of retirement benefits [.pdf , 85KB]
• Regulations for the Promotion of Residential Property Ownership [.pdf , 59KB]

Partnership and family

• Power of attorney to provide information in pension matters [.pdf , 50KB]
• Life partnership – no notification required [.pdf , 27KB]
• Summary sheet Life partnerships [.pdf , 93KB]

Taxes

• Summary sheet Withholding tax on pension benefits [.pdf , 29KB]

Miscellaneous

• Summary sheet Employer contribution reserveSummary 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 , 34KB]
• Declaration Integrity and loyalty in asset management [.pdf , 44KB]
• Summary sheet Integrity and loyalty in asset management [.pdf , 26KB]