Source: BUS Sachsen-Anhalt (Linie6PLus)

Request clarification of the pension insurance account of late repatriates and displaced persons

Description

When clarifying the pension insurance account, your contribution periods are assigned table values that correspond to what comparable insured persons in Germany have earned on average.

This means that not only your contribution and employment periods but also, for example, credit periods completed in your country of origin can be credited to your pension insurance account.

For contribution periods from 1950 onwards, the table values distinguish between qualification groups and economic sectors in order to determine your income as realistically as possible. The values are then generally reduced to 60 percent of the full value. This is primarily to adjust for insured persons who live in structurally weak areas and have earned significantly less.

If you moved in after May 7, 1996, benefits may not exceed a certain maximum value:

The maximum allowable value is 25 earning points per beneficiary. This currently corresponds to a monthly gross old-age pension of EUR 826.25 in the old federal states and EUR 797.25 in the new federal states.

If you are married or living in a consensual union, you will receive joint pensions totaling a maximum of 40 earning points for your periods under the Foreign Pensions Act. This currently corresponds to a gross old-age pension of EUR 1,322.00 per month in the old federal states and EUR 1275.60 in the new federal states. If you move, the amount of your monthly pension may change under certain circumstances.

Requirements

You belong to the group of displaced persons or are a late repatriate.

Which documents are required?

For the recognition of contribution and credit periods, all documents showing the type and duration of employment or its corresponding interruption are helpful. These are primarily the original insurance documents, for example:

Work books,
insurance books,
Legitimation books,
employer's certificates and
Testimonials.

Additionally for the recognition of:

Child-rearing periods and child-counting periods: the children's birth certificates,
Pension benefit periods: the pension certificate or a pension certificate,
periods of military service or alternative service: military service certificate.

As proof of the status as a late repatriate serves:

the late resettler certificate or
the ID card for expellees.

Note: On the basis of the documents submitted, the pension insurance institution decides on a case-by-case basis whether a contribution period has been made credible or even proven. For a proof there must be no doubt about the correctness of the claimed fact. If the contribution periods have only been made plausible, only five-sixths of the values determined in accordance with the previous explanations can be taken into account.

What are the fees?

none

What deadlines do I have to pay attention to?

none

Note: In order to avoid later delays, for example when applying for a pension, you should submit a corresponding application as soon as you have received the late repatriate certificate. This will also make it easier for you to obtain evidence.

Processing duration

Varies depending on evidence and extent of clarification.

Appeal

Forms: yes
Online procedure possible: yes
Written form required: yes
Personal appearance required: no

Process flow

You can request clarification of your pension account online without registration, online with registration or in writing.

Request clarification of your pension account online without registration:

Go to the German Pension Insurance website and click on "Online Services."
Select "Online services without registration" from the drop-down menu and click on "Submit applications."
On the initial page of the application wizard under "My request concerns..." select "the insurance account".
On the next page, make the selection "My insurance account has not been previously clarified (initial account clarification)."
You will be assisted electronically in completing the form and explanations and notes will be displayed.
Depending on the answers you give, you will be referred to additional questions to be answered or forms to be completed. If necessary, attach supporting documents in accordance with the instructions.
Send these documents to your pension insurance provider. Document uploading and electronic transmission are not currently possible, so documents must be sent by mail.
At the end of the account clarification process, you will receive an assessment notice from your pension insurance institution. This will list all the periods recorded for you.

Request clarification of your pension account online and with registration:

Go to the Deutsche Rentenversicherung website and click on "Online services."
Select "Online services with registration" from the drop-down menu. Now register either:
- with your identity card (eID) or your residence permit (eAT) with the online ID function activated, or
- your electronic signature card.
After you have registered, click on "Submit applications".
On the initial page of the application wizard under "My request concerns..." select "the insurance account".
On the next page, make the selection "My insurance account has not yet been clarified (initial account clarification)".
You will be assisted electronically in filling out the application for account clarification and explanations and notes will be displayed to you
Depending on the answers you give, you will be referred to additional questions to be answered or forms to be completed. If necessary, attach supporting documents in accordance with the instructions.
Send these documents to your pension insurance provider. Document uploading and electronic transmission are not currently possible, so documents must be sent by mail.
At the end of the account clarification process, you will receive an assessment notice from your pension insurance institution. This will list all the periods recorded for you.

Request clarification of your pension account in writing:

In view of the complicated legal matter, you should submit the application for account clarification directly to one of the information and advice centers of the German Pension Insurance.
Compile the necessary documents for the application and make an appointment.
During the consultation, your application for account clarification is usually immediately recorded electronically and forwarded online.
After your application has been reviewed, you will receive a separate assessment notice on the recognition of the insurance periods.

Note: The assessment notice determines recognized periods according to the current legal situation. If the legislator changes the legal basis by the time pension payments actually start, this may mean that notices have to be adjusted to the new legal basis.