Logo Bayernportal
Home > Procedures

Housing subsidy account; application for information on the balance

To find out the current status of your housing subsidy account, you can apply to have it determined.

Responsible for you

Deutsche Rentenversicherung Bund - Zentrale Zulagenstelle für Altersvermögen

Street address

Ruhrstraße 2
10709 Berlin

Postal address

10868 Berlin

Mehr zur Behörde

Procedure details

Your home subsidy account records the retirement provision home amount, the repayments and the allowances granted for this. The home subsidy account forms the basis for subsequent taxation at the start of the payout phase of your pension plan.

If you would like to be informed about the current status of your housing subsidy account, you can apply to have this account determined. The Central Allowance Office for Retirement Assets (ZfA) will issue a notification for this purpose, from which you can see the amount of your home subsidy account.

  • You have used the retirement savings capital from your certified retirement savings contract with subsidized amounts for the homeowner pension subsidy (Wohn-Riester).
  • You have a home subsidy account.

  • Required document/s
    • Informal application

  • You can submit an informal application for determination of the housing subsidy account via your provider.
  • Your provider will forward your application, together with the certificate in accordance with Section 92 EStG and an informal statement, to the Central Allowance Office for Retirement Assets (ZfA).
  • The ZfA will inform you of the calculated status of the housing subsidy account by means of a notification.

There are no costs.

There is no deadline.

Processing usually takes up to 4 weeks.

There are no indications or special features.

  • Appeal
  • Action before the tax court

Status: 23.02.2025
Editorially responsible for prodecure description: Bundesministerium der Finanzen
Source: Federal Portal
Contains machine translated content. Show the original content