Pension portability evidence and source custody

SOC.01.01officeUnion-wide competence

Purpose and competence

Pension portability evidence and source custody is maintained for Pension portability. Its scope follows the office’s mandate: Maintain a pension entitlement through accepted receiving payment and correction interfaces.

The receiving office treats a format mismatch as a new application

Record specification

Record identifier: SOC.01.01/R2
Responsible custodian: Pension portability
Source evidence: entitlement record; payee acceptance; contribution history
Decision output: Portable pension determination
Publication status: Draft record specification / no signed decision
Review route: Union Ombudsman / Union Court of Justice

Custodian and access

Pension portability assessment lead → · Public records access procedure

Source catalogue for Pension portability

Source 1: entitlement record
Source 2: payee acceptance
Source 3: contribution history
Receiving purpose: Portable pension determination

Access to this record

Pension portability assessment lead / contact · Public records procedure · Common custody and accessible-format rules