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Disability Pension Rules Tighten for 1964 Cohort: No‑Penalty Only From 65 in 2026

The cutoff on December 31, 2025 ends trust protection, making timely proof of eligibility decisive.

Overview

  • From January 1, 2026, those born in 1964 or later can claim a penalty‑free disability old‑age pension only at 65, with early exit from 62 incurring permanent 0.3% cuts per month up to 10.8%.
  • Core eligibility remains unchanged: a disability degree of at least 50 must exist at the start of the pension and at least 35 insurance years are required; a later reduction of the disability grade does not end an already granted pension.
  • Trust‑protection under §236a SGB VI expires on December 31, 2025 for post‑1963 births, while earlier cohorts retain phased transition ages.
  • A recent court case (Az.: L 7 R 88/20) underscores strict timing: full disability pensions require three years of compulsory contributions within the five years before the insured event, and late medical proof can sink claims even if impairment exists.
  • Advisers warn against filing a deterioration request shortly before retirement and recommend DRV/VdK counseling, careful bridging via ALG I, part‑pensions or minijobs with opted‑in pension contributions to close gaps, and note that earnings limits for early old‑age pensions were removed in 2023.