What should I do to get my deductions corrected?
To correct an overpayment to your annuity certain scheme, you need to download and complete this form from the Danish Tax Agency. 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’ (in Danish only) when you’re logged in. Please only send us the information that relates to pension contributions.
Your tax assessment notice is not sufficient as documentation.
Har du indbetalt til en privat ratepension?
Tax rules state that you must always correct contributions to a private annuity certain scheme first, if one exists. If you’ve overpaid a private annuity certain scheme and you wish to transfer this part to a whole-life annuity scheme, you must complete this form from the Danish Tax Agency.
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’ (in Danish only) when you’re logged in. Please only send us the information that relates to pension contributions.
If you’ve made contributions to a private annuity certain scheme with another company or bank, you need to contact them.
If your scheme is a private annuity certain scheme, you also have the option of getting a refund of the excess amount. You can specify this in the form.
Have you contributed to an annuity certain scheme on the pension scheme through your employer?
For mandatory company pension schemes, it is not possible to get the excess amount refunded. Instead, the amount will always be transferred to a whole-life annuity scheme.
If you’ve contributed to an annuity certain scheme with another employer-administered pension scheme in another pension company, you can choose which company to correct the contribution with and send the form to that company.