Request a review of the repayment amount following termination of the Riester contract

You can apply for the repayment amount to be fixed after termination of the Riester contract.

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.

• Informal application for determination of the repayment amount

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

• Appeal
• Action before the tax court

• 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.

There are no costs.