How do I fill out the form for the Danish Tax Agency?

To correct an overpayment to your annuity certain scheme, you need to download and complete this form from the Danish Tax Agency.

If you have your pension scheme through your employer:

Then, fill in sections 1, 2, 4 and 6 on page 3.

Section 1: Tick in 'Transfer', enter income year and enter the amount your income is increased by, as stated by the Danish Tax Agency on your tax assessment notice.
Section 2: Tick the transfer box again and enter your personal information.
Section 4: Enter the date and your signature.
Section 6: Enter the policy numbers that you will find at the top of this email and tick the box "Lifelong old-age pension".

The form must be sent to us along with an overview of your contributions to employer-administered and, if applicable, private pension schemes. You can find this information on www.tastselv.skat.dk - look for the section ”Tax Information” when you are logged in. Please only send us the information that relates to pension contributions.

Your tax assessment notice isnotsufficient as documentation.

If you have set up your own pension scheme with us (private scheme):

Section 1: Tick the refund or transfer box and enter income year,
also enter the amount which you have not received deductions for, if the Danish Tax Agency has stated it on your annual tax assessment notice.
Section 2: Tick the refund or transfer box again and enter your personal
information:
Section 4: Enter the date and your signature.
Section 6: If you have chosen transfer, enter the policy numbers as stated in the top of this mail and tick the box "Lifelong old-age pension".