English guide MijnPPF. A step-by-step tour through your personal pension environment

Transcription

1 English guide MijnPPF A step-by-step tour through your personal pension environment

2 Mijn PPF Mijn Philips Pensioenfonds (MijnPPF) is an easy-to-use secure pension environment where you can arrange everything to do with your pension. It also includes the Pension Planner, our tool for calculating different pension scenarios. MijnPPF and the Pension Planner are currently only available in Dutch. This Englishlanguage guide takes you on a step-by-step tour of MijnPPF, to help you find your way.! Note If you no longer work for Philips and are not an active Philips Pensioenfonds participant, you will not see all the options in MijnPPF that this guide discusses. Contact details If you have any questions about this publication, do not hesitate to contact our Service Desk. The contact details are as follows: Philips Pensioenfonds P.O. Box AS Zeist The Netherlands Tel.: (open on working days from 9 a.m. to 5 p.m.) Internet: info@philipspensioenfonds.nl Contact:

3 Login This is the login screen for MijnPPF. Once you have logged in to MijnPPF using your DigiD, you can view your personal pension details. You can click here to apply for your DigiD if you do not already have one. Click here for an alternative login method if you cannot apply for a DigiD.

4 Home My statements and overviews Click here to view your personal pension information, such as your Uniform Pension Overview, annual statement, pension specification and quarterly statements. Pension Planner If you have not retired, you can click here to see how much you have accrued and what your available options are. You can calculate how various choices will affect the value of your pension. You can also examine your pension application. Arrange now Click here to arrange matters such as registering your partner, changing your bank account details or requesting a value transfer. Visit your profile to check and edit your personal details and preferences.

5 Statements and overviews Visit this page to view and download your pension documents. If you still have questions afterwards, use the contact form to get in touch with us, or call our Service Desk. This overview contains details of your personal pension situation. Visit this page to view and download your pension statements and accompanying explanations.

6 Pension Planner Visit this page to launch the Pension Planner for your accrued pension rights.

7 Pension Planner The Pension Planner shows you how much pension you will receive from Philips Pensioenfonds when you retire. Under the pension plan rules, you have a number of options for adjusting your pension to best suit your preferences. The Pension Planner shows how each choice will affect your pension. You can use the print button that will appear in the upper right-hand corner of your screen to print out the results and save them to your computer as a PDF. Value of your pension See when you can start drawing your pension and how much you can accrue. Click here for your current situation. Moment of retirement You can bring your retirement forward or push it back. Click here to see how this will affect your pension. Available options See what choices you can make for your pension. Click here to see the available options.

8 Value of your pension This screen shows your current situation. Note: while it is possible that your pension rights will become available on different dates, you may choose to start drawing your entire pension at once. Arrange now Click here to see what options are available and how they will affect your pension situation (see also the next page). Your income The income tables shown under Uw inkomen show first what your current salary is, followed by your targeted retirement pension. You can also see how much you have already accrued and how much you still need to accrue in the future, as well as what the state pension (AOW) is and how much survivor s pension your partner will receive in the event of your death.

9 Moment of retirement This screen shows your pension situation if you start drawing your pension when you turn 68. You can now calculate how choosing a different retirement age will affect your pension.

10 Available options If you need help deciding Click here for a step-bystep explanation of the available options. Click here for help. Select your choices now Click here to see what options are available and how they will affect your pension. Click here to select your choices. Once you have selected your choices, you can use the print button that will appear in the upper right- hand corner of your screen to print out the results. You can use the same button to save the results to your computer as a PDF.

11 If you need help deciding This screen explains (in Dutch) what the various options are from which you can choose. It takes you through the possibilities. You can then call up or print out an overview showing how your choices will affect your pension. The Pension Planner allows you to try out the various options: 1 Working more or fewer hours 2 Terminating your employment 3 Retirement age 4 Exchanging retirement pension or survivor s pension 5 Bridging pension 6 High-low arrangement 7 Part-time retirement

12 Select your choices now This screen shows your pension situation if you start drawing your pension when you turn 68. You can now calculate how the following choices will affect your pension situation Working more or fewer hours 2 Terminating your employment 3 Retirement age 4 Exchanging retirement pension or survivor s pension 5 High-low arrangement 6 Part-time pension The income tables shown under Uw inkomen show how these choices will affect your pension.

13 Arrange now Click on Regelen to pass on details to us, for example if you want to request a value transfer, take out Anw shortfall insurance or register your partner with us. This page organizes the various forms by topic. Download the form that you want, fill it out in digital format, sign the hardcopy and send it to us by post. The address is shown on the form. Some personal details, including your address, can be changed in your personal profile page. Newly employed Form Transfer of value Form Partner registration Form Anw shortfall insurance Changes in your relationship Form Partner registration Form Anw shortfall insurance Form Retirement pension division upon divorce Retirees, upcoming retirement Form Payroll tax credit Form Bank account details Form Dutch Cancer Society Pension rights under the pre-retirement scheme Form Investment profile pre-retirement scheme Client profile questionnaire