Transfer of funds during the period of saving
In order to transfer your pension savings to the "OTP Pension" fund, it is necessary:
1. to enter into a pension contract with the "OTP Pension" fund;
2. to submit documents for transferring funds to the administrator of the previous pension fund, in particular:
- a certified copy of a pension contract with the "OTP Pension" fund;
- an application for transferring pension funds that will be prepared by the administrator of the "APRC" administrator;
- verified copies of the passport and individual tax number certificate;
3. to wait for 5 working days, after which the funds will be transferred to your account at the "OTP Pension" fund.
Transfer of funds during the period of payments
If you already receive payments from a non-state pension fund, you also have the opportunity to transfer the balance to the "OTP Pension" fund. To conclude an agreement for payment from the "OTP Pension" fund, you have to submit the following documents to the administrator of the "APRC":
1. verified copies of the passport and individual tax number certificate;
2. a copy of the previous contract for payment;
3. bank account details, to which you would like to receive payments;
4. a detailed statement of the individual pension account with data on all payments already done.
After entering into an agreement for payment from the "OTP Pension" fund, to transfer the funds, the following documents should be submitted to the administrator of the previous fund:
- a certified copy of a new contract with the "OTP Pension" fund;
- an application for transferring pension funds;
- verified copies of the passport and individual tax number certificate.