Notice of Eligibility & Payment Confirmation
Starting this year, instead of the annual account statement, we will be sending you two documents: the benefit entitlement notice and the contribution receipt. With these two newly developed documents, we are providing you with more information and aim to make it easy for you to use the pension calculator on our website.
You will receive these documents by mail by the end of March at the latest.
Notice of Eligibility
The notice of pension entitlement contains the following information for you:
- all total contributions relevant to your entitlement during the membership period, including any transfers of contributions to the SÄV
- the total point value since the start of membership
- the current pension calculation— excluding projection
- Your personal age limits for receiving a pension
- Important information regarding the Personal Contribution Limit (PBG)
- Relevant values for using the retirement pension simulator
Important Information About the Notice of Entitlement
Different retirement ages under the German Pension Insurance System
For SÄV members born between 1957 and 1963 who also have pension entitlements under the German Pension Insurance (DRV), different retirement ages apply under the two pension systems.
Here's how the points for future entitlements are calculated
In addition to the total amount of contributions paid, the benefit entitlement statement also lists the accrued benefit points. The annual point value per member is calculated by dividing the total contributions paid in a calendar year by the average contribution of all members for that year, multiplied by a factor of 2.
Proof of Payment
The payment confirmation serves as proof of all contributions paid during the calendar year. The contributions for the respective calendar year include all payments received in your contribution account from January 1 through December 31 (mandatory contributions or voluntary additional payments), regardless of their specific timing (back payments for past periods).
Refunds reduce your total contribution amount.
You can only use the contribution statement as proof for the tax office if you are a self-payer—that is, if you pay the contributions to the pension fund yourself. If third parties (employers, the Employment Agency, health insurance companies, etc.) pay the contributions to the pension fund on your behalf, you will receive a certificate for the tax office from the paying entities, such as the electronic wage tax certificate from your employer.
Frequently Asked Questions About Entitlement Notifications & Payment Confirmations
Yes – all payments received in your contribution account between 1 January and 31 December of the relevant calendar year are shown. In addition to compulsory contributions, this also includes voluntary additional payments or back payments for previous periods.
The payment receipt is NOT suitable for confirming to the tax office the contributions passed on to the Saxon Medical Pension Fund, including the employer’s contribution, as the total contribution amount shown may also include contributions from other social security providers. Therefore, only the electronic income tax statement issued by the employer should be submitted to the tax office.
There are often overlaps at the turn of the year. If your employer does not receive payment for contributions reported in December (monthly contributions, back payments, offsets) until January of the following year, these will only be shown on the subsequent payment statement.