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Request a review of the Riester subsidy to be repaid after termination of the Riester contract

Service Description

If you terminate your Riester contract or dissolve it without receiving a subsidy, you must repay the state subsidies and tax reductions received. The repayment amount is made up of the allowances granted and the tax reductions. The Central Allowance Office for Pension Assets (ZfA) determines the exact repayment amount and informs your provider of this.

If you have any objections to the amount, you can apply for an assessment.

Process flow

  • Your provider withholds the repayment amount from your payout amount and pays this to the ZfA.
  • Your provider will inform you of the amount of the withheld repayment amount.
  • If you do not agree with the amount of the repayment amount, you can apply for it to be fixed.
  • To do so, submit a written application via the provider of your pension contract. Your provider will forward the application to the ZfA.
  • The ZfA will check the amount of the repayment and issue you with a decision.

Requirements

  • You have terminated all or part of your Riester contract.
  • You have submitted the application for determination of the repayment amount in due time.

Which documents are required?

  • Informal application for determination of the repayment amount

What are the fees?

There are no costs.

What deadlines do I have to pay attention to?

Application Deadline: 1 Year
You must submit the application within one year of receiving the certificate in accordance with Section 94 (1) sentence 4 of the Income Tax Act.

Processing duration

Processing Time: 4 Weeks

Legal basis

Applications / forms

  • Appeal
  • Action before the tax court

Further Information

Author

Central Allowance Office for Retirement Assets (ZfA)


Forwarding service: deep link to the original portal

The text was automatically translated based on the German content.

Technically approved by

Federal Ministry of Finance (BMF)

Professionally released on

28.03.2024

Source: Zuständigkeitsfinder Thüringen (Linie6Plus)

Competent Authority

Zentrale Zulagenstelle für Altersvermögen (ZfA) der Deutschen Rentenversicherung Bund

Address
Geschwister-Scholl-Straße 10-13
14776 Brandenburg an der Havel

Postal address
10868 Berlin, Stadt
Telephone
+49 3381 21677200
E-Mail
Contact us
WWW
Website of the Central Allowance Office for Retirement Assets (ZfA)
Opening times

Office hours
Monday 8:00 -17:00
Tuesday 8:00 - 17:00
Wednesday 8:00 a.m. - 5:00 p.m.
Thursday 8:00 - 17:00
Friday 8:00 - 15:00