Life scenario

You’re gathering the documents needed for retirement

Retiring requires filing an application, but it’s worth treating the process more broadly.

The start of retirement is the moment to activate all the funds and financial products meant to give you security at this stage of life. Besides documents confirming periods of employment and insurance, you should gather agreements related to additional forms of saving and to the benefits you will use.

From the expert

„Putting pension documents in order isn’t drudgery - it’s an investment in security after you stop working. In practice it very often turns out that a lack of full employment documentation simply makes the pension lower - especially in light of recent legal changes."

- Paweł Blajer, attorney-at-law, PhD, estate-planning specialist

A list of documents and materials worth preparing

As originals and as digital copies.

1 Employment certificates, confirming periods of employment in Poland and abroad
2 Civil-law contracts (mandate, specific-task) can affect your length of service and possibly the benefit amount
3 Documents concerning social insurance in other countries
4 An agreement with an Open Pension Fund (OFE) - together with declarations regarding the ZUS sub-account
5 An agreement for an additional IKE (Individual Retirement Account)
6 An agreement for an IKZE (Individual Retirement Security Account)
7 An agreement for a PPK (Employee Capital Plan)
8 An agreement for a PPE (Employee Pension Programme)
9 Insurance policies also covering long-term saving
10 Documents concerning benefits after a deceased spouse if you are planning a survivor’s pension

Interested?

Explore other scenarios

You’re setting off on a journey

Travel is also a responsibility for the documents that let you act independently, even from the other side of the world.

You want to plan your own funeral

An act of care for loved ones, so that at a difficult moment they don’t have to make many decisions alone.

You run an artistic or creative practice

Creative work is not only talent and works - it is legal property that requires documentation.

Pricing

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Create your safe today!

It’s best to start with a single document from the list above. It will take you a few minutes, and your family will receive exactly what they need, exactly when they need it.

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