When would you like to start investing into your pension plan?

When would you like to recieve your pension?

We recommend that you receive your pension as late as possible so that you can benefit most from the compounding tax benefits. You can always withdraw your pension earlier and cancelling the contract is free.

How long do you plan to invest?

I understand my best option for long-term financial gains is to invest in a wide spread stock index

The longer you hold a wide portfolio of stocks, the more stable your expected returns, since profits can vary widely in the short-term, but grow steadily with the economy over the long-term.

Are you familiar with the topic of sustainable investments?

Are you familiar with the term sustainability?

Sustainability means meeting the needs of our current generation without compromising the ability of future generations to meet their needs. We are a remote-first company, so we've already reduced our CO2 emissions to a minimum. We also offer our customers the opportunity to make their Pensionfriend Pension Plans partially or fully sustainable. 

I confirm that I have been informed about sustainability and am ready to continue.

What is your marital status?

We need this information for tax purposes.

What is the source of your income? 

We need this information for more accurate projections as well as for tax purposes.

What is the source of your income? 

We need this information for more accurate projections as well as for tax purposes.

What are your average monthly expenses? 

We want to make sure this investment will not cause you financial hardship. 

What is your gender?

What is your nationality? 

When is your birthday? 

What is your phone number?

What city do you live in?

What is your zip code?

What is your address?

Are you subject to US tax?

For legal and tax reasons, we need this data to share with the tax office.

What is your German tax ID?

Your Tax ID (Steueridentifikationsnummer) can be found on any salary slip or your tax return and should have 11 digits. You can skip this field and let us know later.

What is your US tax number?

You can skip this field and let us know later.

Who will receive the pension?

Please share their details

We need to make sure the person you specify is able to receive your pension when the policy ends. 

Who will inherit your pension plan in the case that you pass away?

Please share their details

We need to make sure the person you specify is able to inherit your pension plan in case you pass away.

P.S. You're almost done! This is the last question.

You're almost done!

Thank you for finalising your pension plan! 

Your advisor will reach out to you shortly