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German Pension Form’s Projection Choice Has Lasting Impact for 2026 Retirees

A change scheduled for January 2027 will make projections the default, with automatic upward corrections if estimates are low.

Overview

  • Question 9.7.2 on the 22‑page pension application asks whether to project up to three months of final earnings to issue a faster decision.
  • Selecting “Yes” can permanently fix the calculated pension, which may undercount one‑off payments such as vacation payouts, overtime settlements, or bonuses.
  • Consumer advice for 2026 applicants urges a “No” if special payments are expected and a short delay is financially manageable so actual earnings are used.
  • Applicants with stable pay or those moving to part‑time shortly before retirement may benefit from agreeing to the projection, as calculations can reflect full‑time levels.
  • The Deutsche Rentenversicherung recommends filing at least three months before retirement, and from 2027 the SGB‑VI amendment will standardize projections and ensure back payments when projections are too low.