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Documents BVG

Information and Forms

General information
Documents for employer
REGISTRATION BVG-PORTAL
NEW ENTRY INTO PENSION PLAN
PERSONNEL CHANGES
FURTHER
Documents for insured persons
ENTRY & LEAVING OF THE COMPANY
FAMILY & PARTNERSHIP
PURCHASE & PROMOTING HOME OWNERSHIP
RETIREMENT
FURTHER

Contract documents Collective Foundation

Full-insurance
COLLECTIVE FOUNDATION BVG
Pension Regulations Part 2 - General Regulations 419 KB
Pension Regulations - Annexes 210 KB
Key BVG figures, interest and conversion rates 3 MB
Overview of the most important changes to the General Terms and Conditions (GTC) 102 KB
Organisational Regulations 149 KB
Articles of Association 47 KB
Collective Insurance Contract 225 KB
General Terms and Conditions Collective Insurance in Accordance with the BVG (2022) 277 KB
General Terms and Conditions Collective Insurance in Accordance with the BVG (2023) 281 KB
Special Terms and Conditions for Collective Insurance with Rate Categories and Experience-Based Rates for Disability Risk 67 KB
Cost Schedule 57 KB
Cost Schedule (from 2023) 71 KB
Terms and Conditions of Enrolment 184 KB
Premium Account (Current Account) Rules 46 KB
Premium Account (Current Account) Rules 2024 80 KB
Investment Regulations 22 KB
COLLECTIVE FOUNDATION FOR SUPPLEMENTARY OCCUPATIONAL BENEFITS
Pension Regulations Part 2 - General Regulations 422 KB
Pension Regulations - Annexes 183 KB
Key BVG figures, interest and conversion rates 239 KB
Overview of the most important changes to the General Terms and Conditions (GTC) 118 KB
Organisational Regulations 73 KB
Annex to the Organisational Regulations 35 KB
Articles of Association 24 KB
Collective Insurance Contract 230 KB
General Terms and Conditions Collective Insurance Providing Supplementary Occupational Coverage (2022) 242 KB
General Terms and Conditions Collective Insurance Providing Supplementary Occupational Coverage (2023) 244 KB
Special Terms and Conditions for Collective Insurance with Rate Categories and Experience-Based Rates for Disability Risk 67 KB
Cost Schedule 57 KB
Cost Schedule (from 2023) 71 KB
Premium Account (Current Account) Rules 46 KB
Premium Account (Current Account) Rules 2024 80 KB
Terms and Conditions of Enrolment 179 KB
Investment Regulations 23 KB
Allianz Pension Invest
Investment Regulations 171 KB
Investment Regulations (from December 2022) 210 KB
Terms and Conditions of Enrolment 203 KB
Pension Rules Part 2 General Regulations 403 KB
BVG key figures, interest and conversion rates 3 MB
Pension Regulations - Annexes 185 KB
Overview of the most important changes to the General Terms and Conditions (GTC) 102 KB
Contribution Account (Current Account) Rules 258 KB
Contribution Account (Current Account) Rules 2024 73 KB
Foundation Deed 37 KB
Cost Schedule * 55 KB
Cost Schedule (from 2023) 71 KB
Organisational Regulations 157 KB
Rules of Conduct for the Responsible Persons 45 KB
Regulations for Defining the Policy on Provisions 152 KB
Restructuring Regulations on the Measures to be Taken in the Event of Underfunding 23 KB
Partial Liquidation Regulations 90 KB
Annual financial statement incl. audit report (german) 2 MB