Statement – Transfer of value of a pension insurance policy or transfer of portfolio to an insurance company within EEA
This form should be used for a private pension insurance policy as well as a corporate pension insurance policy
by the one who should submit a statement when transferring the value of the pension insurance policy to a newly subscribed pension insurance policy within Sweden or the EEA in accordance with Chapter 58, Section 18 of the Income Tax Act (1999:1229),
at transfer of portfolio, when a pension insurance policy is transferred to another insurance company or is transferred to another independent operative segment of a company’s own business, or
if an earlier submitted statement regarding transfer of value or portfolio is wrong and should be corrected, or if it should be cancelled.