Undertaking by an insurance company within the EEA – New subscription of a pension insurance with transfer of value
This form should be used for a newly subscribed private pension insurance policy as well as a newly subscribed corporate pension insurance policy
when an insurance company outside Sweden, but within the EEA, undertakes in writing to submit annual statements to the Swedish Tax Agency. They may concern pension paid from the insurance, premiums paid to the insurance or the basis for the Swedish tax on returns,
if the pension insurance policy is newly subscribed inconnection with the transfer of value from a closed pension insurance policy, or when the pension insurance policy has been taken over from another insurance company or has been transferred from another independent operative segment of a company’s own business (transfer of portfolio), or
if an earlier submitted undertaking is wrong and should be corrected, or if it should be cancelled.