Almost 16,000 people made the decision. Advertisement ZUS – Oleśnica – MojaOlesnica.pl

A person insured by ZUS, whose pension contribution is 19.52%. divided into columns I and II, he can decide whether his part, which is 2.92 percent. the assessment base is to be saved to a sub-account in ZUS or transferred to an account in an open pension fund.

– During this “transition window” we received 15.7 miles from customers. statements. Almost 30 percent of them have decided to transfer money to a sub-account at ZUS. The rest chose OFE – says Iwona Kowalska-Matis, regional media spokesperson for ZUS in Lower Silesia.

According to the spokesperson, in the first transfer window, in 2014, ZUS process more than 2.5 million confirmations. At that time, the insurer could only submit a confirmation of the transfer of contributions to OFE. Absence was treated as a sub-count election in ZUS. In the next window in 2016, ZUS received almost 100,000. confirmations, more than 94 percent of the people with insurance were then selected by OFE.

The insurer expressed its decision on a form

“Statement on transferring the contribution to an open pension fund or registering the contribution on a sub-account held by the Social Insurance Institution”, which has the symbol ZUS-US-OFE-03. the confirmation could be delivered to ZUS electronically through PUE or to a branch, personally or by mail.

– The declaration did not need to be submitted by insured persons who did not change the decision made in the previous transfer window and those who will reach the general retirement age in 10 years or more early – explains Iwona Kowalska-Matis.

For people who are 10 years below retirement age, the so-called safety slide. This means that ZUS will not transfer donations to OFE, and OFE will gradually transfer the money to ZUS, which they will save on the sub-account.

An insured person who has not been a member of OFE until now and wants to transfer part of his contribution to the fund’s account should conclude the first agreement with an open pension fund of his choice. He has 4 months to do that from submitting proof of transferring the donation to OFE or registering the donation on a sub-account maintained by ZUS.

Iwona Kowalska-Matis, ZUS Regional Spokesperson of the Lower Silesian Voivodeship