Application
An outgoing international value transfer is possible if you have accrued pension with Zwitserleven and wish to transfer this value to your current foreign pension provider. This type of value transfer is possible if you are currently accruing pension in a country within the European Union (EU), the European Economic Area (EEA), or Switzerland.
We collaborate with pension providers located in these countries:
Belgium, Bulgaria, Cyprus, Denmark, Germany, Estonia, Finland, France, Greece, Hungary, Ireland, Italy, Croatia, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Austria, Poland, Portugal, Romania, Slovenia, Slovakia, Spain, Czech Republic, Iceland, Sweden, and Switzerland.
We also facilitate outgoing international value transfers to certain institutions. Check here for the most up-to-date European institutions.
You can submit an application if you can answer these 4 questions with 'yes':
-
Do you pay premiums for a collective pension scheme with a pension provider established in an EU/EEA country, Switzerland, or a specific institution?
- Have you accrued pension with us?
- Do you meet the legal deadline?
- Did you start accruing with the new pension provider *before* January 1, 2015? If so, you must submit the application within 6 months.
- Did you start on or after January 1, 2015? If so, there is no deadline.
- Can you provide the details of your foreign pension provider?
How does an application process work?
-
You submit an online application
You start the application process online via the button, or you make the request through your current pension provider.
-
We contact your current pension provider
We share your details and a statement of the accrued value with your current pension provider.
-
We request additional information from you
We will need the following information from you:
- a completed and signed standard questionnaire,
- approval documentation from the Dutch Tax Authorities.
This step is conducted via email.
-
We assess whether the value transfer is possible
Based on all the information we receive, we will assess your application. If it is possible, we will inform your current pension provider.
-
You receive a proposal from your current pension provider
You will either approve or decline this proposal.
-
Once all information is complete and reviewed, we transfer the value
Upon approval, Zwitserleven will transfer the funds to your current pension provider. You will be notified once the process is completed.
Frequently asked questions
Can my advisor submit the application for me?
Yes, that is possible. However, your advisor must demonstrate that they are authorized to act on your behalf. This can be done, for example, with an authorization. It can also be done via the form above. Add the authorization at .
Are there any costs associated with an international value transfer?
We do not charge any fees for requesting or processing a statutory international value transfer. However, the foreign pension provider may sometimes deduct costs. If that is the case, we take this into account in the assessment.
Will I receive updates on my application in the meantime?
You will hear from us as soon as there is new information or if we need something from you. Unfortunately, calling in the meantime does not speed up the process.
What happens if my request is not possible?
If your request does not meet the requirements, we will inform you in writing and explain why the value transfer cannot proceed.