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Application For Public Pension If You Live Outside Sweden PM 8312en 012 f002

The document provides instructions for applying for public pension in Sweden for individuals living outside the country, detailing the types of pensions available and the application process. Applicants must submit their forms six months prior to the desired start date and ensure their personal data is certified by an appropriate authority. Additional information and support can be obtained from the Swedish Pensions Agency via their contact details provided in the document.

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0% found this document useful (0 votes)
60 views6 pages

Application For Public Pension If You Live Outside Sweden PM 8312en 012 f002

The document provides instructions for applying for public pension in Sweden for individuals living outside the country, detailing the types of pensions available and the application process. Applicants must submit their forms six months prior to the desired start date and ensure their personal data is certified by an appropriate authority. Additional information and support can be obtained from the Swedish Pensions Agency via their contact details provided in the document.

Uploaded by

pushkar.sanyal24
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Date Swedish personal ID

Public Pension
You decide when you wish to draw your public pension. You can draw income pension
(inkomstpension) and premium pension (premiepension) at the earliest from and including
the month you turn 63. You can draw guarantee pension (garantipension) and income pension
complement (inkomstpensionstillägg) at the earliest from and including the month you attain
a certain target pension age, depending on your year of birth.

You must fill out an application form when you wish to start your public pension. Please
send your application form six months prior to the month, you wish to start drawing your
pension. Public pension can be granted at the earliest from and including the month when
the Swedish Pensions Agency (Pensionsmyndigheten) has received the application form.
Please send your application form to:

Pensionsmyndigheten
SE-839 77 Östersund, Sweden
8699

Certification of personal data


As you do not live in Sweden, your personal data has to be certified. The box for
certification is at the bottom of page 2 in the form. Bring your application form to a
population register authority, social insurance agency or police authority in the country
where you live. You can also contact the Swedish Social Insurance Agency
(Försäkringskassan), the Swedish Pensions Agency (Pensionsmyndigheten) in Sweden,
a Swedish consulate, the Swedish church or a notary public.

Show your passport or another identity document to the person who is to sign the
application.
PM 8312en (012 F 002) Fastställd av Pensionsmyndigheten

Do you need more information?


Please contact us at +46 498 200 700 if you have any questions. More information on public
pension is available at www.pensionsmyndigheten.se.

Yours sincerely,

Pensionsmyndigheten

Postadress Kundservice Webbplats


Pensionsmyndigheten
839 77 Östersund 0771-776 776 www.pensionsmyndigheten.se
This page has no content and is only for creating a blank print page
1 (2)

Instructions on how to complete the form


Application for public pension
- if you live outside Sweden (PM 8312en)

1. Name and family details


Please check that any information already filled in is correct.

2. How do you wish to draw your pension?


State here how large amount of the pension you wish to draw and which parts of the public
pension you wish to draw. If, for example, you wish to draw full income pension, guarantee
pension and income pension complement, you should tick the box for full monthly amount
(100% withdrawal level) in the first line.

2. How do you wish to draw your pension?


Incomebased pension (except premium pension), guarantee pension and income pension complement
Full monthly Three-quarter Half monthly One-quarter No
amount X monthly amount amount monthly amount withdrawal
Premium pension
Full monthly Three-quarter Half monthly One-quarter No
amount X monthly amount amount monthly amount withdrawal
Year Month
I wish to draw my pension from and including 2 0

If you do not wish to draw all parts of your pension, you should tick “no withdrawal” for the part
you do not wish to receive.

Income pension and premium pension calculate according to the amount you have earned for
your pension during your working life.

If you are born between 1938 and 1953, you may be entitled to supplementary pension.
Supplementary pension base on the pension points you have earned during the years you have
worked.

Guarantee pension is basic cover for those who have had a small or no income during their life.
Income pension complement is a complement to the income pension and is paid out to those how
8699

have worked a whole life but still not reach a certain level of the pension.

You can receive a guarantee pension and income pension complement from and including the
month you attain a certain target pension age, depending on your year of birth. When you apply
for income-based pension, you also apply for guarantee pension and income pension complement
at the same time. If you draw your income-based pension before the target pension age, you will
not receive a decision concerning those pensions at that time. You will receive the decision
regarding your guarantee pension and income pension complement when you reach the target
pension age.

3. Do you want to change to traditional insurance? (voluntary application for premium pension)
PM 8312en (012 F 002) Fastställd av Pensionsmyndigheten

You only need to tick the box if you want to change from unit-linked insurance to traditional
insurance.

If you leave the box blank, the premium pension account will remain in fund shares (unit-linked
insurance). The size of your premium pension will then vary from year to year due to change in
value of your fund shares.

If you choose traditional insurance by ticking that box, Pensionsmyndigheten will sell your share
holdings and take over the financial risk by offering a guaranteed pension sum. Your premium
pension will then consist of a guaranteed sum plus a possible supplementary sum.

When Pensionsmyndigheten has started to redeem your share holdings, you cannot return to
unit-linked insurance.

If you do not choose traditional insurance now, you can apply for it later.
2 (2)

4. Do you want to apply for survivor's benefit? (voluntary application for premium pension)
You only need to tick the box for survivor's benefit if you want to apply for survivor's benefit.
In general, you can only apply for survivor's benefit when you apply for premium pension for the
first time. Survivor's benefit can only be granted to your spouse or for a person who is unmarried
and with whom you live and to whom you have previously been married to or have or have had
children with.

If you choose a premium pension with survivor's benefit, it pays as long as you and your
spouse/registered partner are alive. Please note that your monthly sum will be lower if you
choose a survivor's benefit. The survivor's benefit cancels if you get divorced or if your live-in
partnership ceases by you ceasing to live together. You must report the divorce, or that the
cohabiting has ceased, to Pensionsmyndigheten.

Note: the survivor's benefit to the premium pension is not to be mistaken as the same as
survivor's pension. Survivor's pension has to fulfil by other criteria and does not guarantee in
advance.

5. Do you want your pension paid into an account in a Swedish bank?


If you want your pension paid into an account in a bank in Sweden please fill in details
here.

6. Do you want your pension paid into an account in a bank outside Sweden?
If you want your pension payments to an account in a bank outside Sweden, please fill in the
details here.

For residents in Europe the bank information has to state as an IBAN. For USA, Canada and
Australia you have to state the bank code together with your bank details (Fedwire (US),
Transit and institution (CA) and BSB (AU)).

7. The tax registration number


If you live outside Sweden and pay special income tax for non-residents (SINK), you should
provide information about your tax registration number in the country where you live.
8699

Pensionsmyndigheten uses this number for the statement of earnings and tax deductions
submitted to the Swedish Tax Agency (Skatteverket).

The tax registration number is the number you use in contact with the tax agency in the country
where you live.

8-11
Fill in the information of the countries you have worked and lived in. Also, state if you receive
a pension/annuity from another country than Sweden. Attach supporting material that certifies
credited pension/annuity and state the current amount. The information can affect the calculation
PM 8312en (012 F 002) Fastställd av Pensionsmyndigheten

of your Swedish pension.

12. Signature
Here, you certify that to the best of your knowledge the information provided on this form and
its attachments is accurate and complete. If there are changes regarding any information, you
are obliged to inform Pensionsmyndigheten as it can affect your Swedish pension.
Application for public pension 1 (2)
- if you live outside Sweden
Please do not use this form if you are living within the EU/EEA or
Switzerland but apply instead to the pension agency in the country
where you live
Please send the form to: Pensionsmyndigheten SE-839 77 Östersund, Sweden

1. Name and family circumstances


Forename(s) and Surname Swedish personal ID/no./Date of birth
1 9
Address (road/street/post box) Country

Postcode and town/city Citizenship

E-mail (voluntary) Telephone number (voluntary)

I am Year Month Day


married I and my husband/wife/partner have not lived together since
I am
I cohabit with someone with whom I have previously been married, have or have had children with
Forename(s) and surname of husband/wife/common-law spouse Swedish personal ID no./Date of birth

I am
single divorced widow/widower

2. How do you wish to draw your pension?


Incomebased pension (except premium pension), guarantee pension and income pension complement

Full monthly Three-quarter Half monthly One-quarter No


amount monthly amount amount monthly amount withdrawal
Premium pension

Full monthly Three-quarter Half monthly One-quarter No


amount monthly amount amount monthly amount withdrawal
Year Month
2 0
83124105

I wish to draw my pension from and including


Read more in the information
3. Do you want to change to traditional insurance? (voluntary application for premium pension) to the form

I want to change from unit-linked insurance to traditional insurance. This means that my fund share holdings will be sold
and I cannot go back to unit-linked insurance when Pensionsmyndigheten has started to redeem my fund share holdings.
Read more in the information
4. Do you want to apply for survivor's benefit? (voluntary application for premium pension) to the form

I am applying for survivor's benefit for my spouser/cohabiting partner as I informed you under section 1. I am aware
that I can only apply for survivor's benefit the first time I apply for a premium pension.

5. Do you want your pension to be paid into an account at a Swedish bank?


Clearing No Account No.
Bank account
PM 8312en (012 F 002) Fastställd av Pensionsmyndigheten

Personal account at Nordea. Tick the box here if the account number is the same as your Swedish personal identity number.

6. Do you want your pension paid into an account in a bank outside Sweden?
Please state account number (if payment is for a bank in Europe, please state the IBAN number)

The bank's SWIFT address

The bank's name Fedwire (US), Transit and institution (CA), BSB (AU)

The bank’s address (Street/Road/Post box/postcode and town/city) Country

Choice of currency for payment Agency only makes payments in SEK or in the local currency of the recipient country!
If no currency is stated Pensionsmyndigheten will decide on the currency.
Swedish personal ID 2 (2)

7. Tax registration number


Please state your tax registration number in Tax Registration Number
the country where you live.

If there is insufficient space in the lines in section 8-11, you can provide information in an appendix.
8. I have lived in the following countries, including Sweden, since I was 15 years old
Country From To Insurance Number

Country From To Insurance Number

Country From To Insurance Number

9. I have worked in the following countries, including Sweden, during my life


Country From To Insurance Number

Country From To Insurance Number

Country From To Insurance Number

10. I receive a pension or an annuity from any other country than Sweden
Type of pension/annuity Annual amount State currency From

Country Paid by

Type of pension/annuity Annual amount State currency From

Country Paid by

Type of pension/annuity Annual amount State currency From


83124205

Country Paid by

11. I have paid Swedish seaman´s tax before 1974 and was not a Swedish citizen at this time
Ship/shipping company From To

Ship/shipping company From To

Fartyg/rederi
12. Signature
I certify that to the best of my knowledge the information provided on this form is accurate and complete. I am aware that I must notify the Swedish Pensions
Agency (Pensionsmyndigheten) of any changes to this information.
Date Signature
PM 8312en (012 F 002) Fastställd av Pensionsmyndigheten

This information will be processed electronically. The Swedish Pensions Agency is the controller of the personal data for this processing.

Härmed intygas att nedan angivna personuppgifter är riktiga/ Confirms hereby that the information below is correct
Förnamn och efternamn/First name(s) and Surname Personnummer/födelsedatum/
Personal identity number/Date of birth

Datum/Date Myndighetens stämpel/Authority seal

Myndighetens underskrift/Authority signature

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