Information on former employers

This information is for those who have a pension payment from us at Alecta, and who have worked for an employer who has managed your pension in its own auspices. Your income statement and income tax return will contain information about your former employer, and the information is divided into one or several parts. The division depends on the Swedish Tax Agency's rules for how pension payments are to be reported and on how your former employer has chosen to finance your retirement pension.

Pension previously managed by both Alecta and former employers

When we at Alecta both manage and pay out your pension, we report the information to Skatteverket (the Swedish Tax Agency) once a year in our name Alecta Tjänstepension Ömsesidigt.

When your former employer(s) manage the pension themselves (in the company´s own auspices), Alecta only administers the payment of your pension. The information must then be reported each month to Skatteverket and must also be reported in the name of your former employer. This is called the Employer Declaration at Individual Level, AGI.

Below is an example of what an income statement and an income tax return may look like when the pension was previously managed by both Alecta and your former employer(s).

Self- managed pension from former employer

When your former employer(s) managed the pension themselves (in the company´s own auspices), Alecta only administers the payment of your pension. The information must then be reported each month to Skatteverket and must also be reported in the name of your former employer. This is called the Employer Declaration at Individual Level, AGI.

Below is an example of what an income statement and income tax return may look like when your pension has been managed by a former employer - and we at Alecta only administer the payment.

Frequently asked questions and answers

If you do not recognise the employer's name, it may be due to so-called mergers. This means that your former employer may have changed its name. For example, due to the acquisition of the company by another company.

That's right, the employer does not pay out any pension. We are the ones paying the pension to you on behalf of your former employer(s), so nothing has changed in what we pay to you. The pension payment in the name of your former employer is included in the total pension we pay to you.

No, there is no difference in your pension payment. The details of your pension payment are just reported differently to Skatteverket.

Employers who do not manage the pension themselves (in their own auspices) do not have to report to Skatteverket every month, nor in the name of former employers. This pension is both managed and paid out by us at Alecta. We report this information to Skatteverket once a year in our name Alecta Tjänstepension Ömsesidigt.

Log in to Mina sidor (My pages) at alecta.se, select Mina sidor/Meny. Then select Utbetalningar (payments). Scroll to the bottom of the page. If you see any information under Pension förvaltad av tidigare arbetsgivare (I.e. Pension administered by former employer(s)), you will receive a split income statement from us. You will see what is reported to Skatteverket each month. You will also see which former employer(s) the payment relates to.

Log in to Mina sidor on alecta.se and select Mina sidor/ Meny. Then select Meddelanden (Messages) and click on Årsbesked (Annual statement) and Kontrolluppgift (Income statement.) At the bottom of the letter, you will find the Income statement.