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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

Allianz Pension Invest
Investment Strategy 1 MB
Investment Regulations 203 KB
Terms and Conditions of Enrolment 206 KB
Pension Rules Part 2 General Regulations 449 KB
Pension Regulations - Annexes 192 KB
Overview of the most important changes to the General Terms and Conditions (GTC) 96 KB
BVG key figures, interest and conversion rates (German) 730 KB
Contribution Account (Current Account) Rules 258 KB
Contribution Account (Current Account) Rules 2024 74 KB
Foundation Deed 37 KB
Cost Schedule (until 2023) 71 KB
Cost Schedule (from 2024) 81 KB
Organisational Regulations 165 KB
Rules of Conduct for the Responsible Persons 45 KB
Regulations for Defining the Policy on Provisions 150 KB
Restructuring Regulations on the Measures to be Taken in the Event of Underfunding 23 KB
Partial Liquidation Regulations 90 KB
Operating Result (german) 691 KB
Annual financial statement incl. audit report (german) 799 KB
Full-insurance
Pension Regulations Part 2 - General Regulations 451 KB
Pension Regulations - Annexes 225 KB
Key BVG figures, interest and conversion rates 726 KB
Overview of the most important changes to the General Terms and Conditions (GTC) 96 KB
Organisational Regulations 130 KB
Articles of Association 47 KB
Collective Insurance Contract 231 KB
General Terms and Conditions Collective Insurance in Accordance with the BVG (2023) 281 KB
General Terms and Conditions Collective Insurance in Accordance with the BVG (2025) 279 KB
Special Terms and Conditions for Collective Insurance with Rate Categories and Experience-Based Rates for Disability Risk (2026) 22 KB
Special Terms and Conditions for Collective Insurance with Rate Categories and Experience-Based Rates for Disability Risk (2023) 67 KB
Special Provisions for Collective Insurance with Rate Categories for Death Risk 23 KB
Cost Schedule (valid until 31.12.2023) 71 KB
Cost Schedule (valid from 01.01.2024) 81 KB
Terms and Conditions of Enrolment 185 KB
Premium Account (Current Account) Rules 46 KB
Premium Account (Current Account) Rules 2024 76 KB
Investment Regulations 22 KB
Operating Result (german) 691 KB
Annual financial statement incl. audit report (german) 581 KB
Full-insurance supplementary occupational benefits
Pension Regulations Part 2 - General Regulations 393 KB
Pension Regulations - Annexes 166 KB
Key BVG figures, interest and conversion rates 726 KB
Overview of the most important changes to the General Terms and Conditions (GTC) 96 KB
Organisational Regulations 137 KB
Annex to the Organisational Regulations 35 KB
Articles of Association 24 KB
Collective Insurance Contract 226 KB
General Terms and Conditions Collective Insurance Providing Supplementary Occupational Coverage (2023) 244 KB
General Terms and Conditions Collective Insurance Providing Supplementary Occupational Coverage (2025) 245 KB
Special Terms and Conditions for Collective Insurance with Rate Categories and Experience-Based Rates for Disability Risk (2026) 22 KB
Special Terms and Conditions for Collective Insurance with Rate Categories and Experience-Based Rates for Disability Risk (2023) 67 KB
Special Provisions for Collective Insurance with Rate Categories for Death Risk 23 KB
Cost Schedule (valid until 31.12.2023) 71 KB
Cost Schedule (valid from 01.01.2024) 81 KB
Premium Account (Current Account) Rules 46 KB
Premium Account (Current Account) Rules 2024 76 KB
Terms and Conditions of Enrolment 180 KB
Investment Regulations 22 KB
Operating Result (german) 691 KB
Annual financial statement incl. audit report (german) 575 KB

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