If you want to build future savings by making 3rd pension pillar contributions with CBL Atklātais pensiju fonds, you can enter into an individual membership agreement.
You can set up an agreement through the Online Bank (see instructions below) or in any Citadele branch by making an appointment for a visit in advance (click here to make an appointment). You can also apply for a telephone consultation by calling +371 6701 0000.
To draw up an Individual Membership Agreement for the 3rd pension pillar, log in to the full version of the Online Banking.
In the section Pension > 3rd pension pillar, select “Enter into a new agreement”.
– Required fields are marked with a red asterisk.
– Choose one of the Pension Plans. Information about the plans can be viewed here.
– Check whether all the information in the section “Pension plan participant” is correct, and if necessary, correct it.
If you want another person to be able to make contributions to your 3rd pension pillar agreement, be sure to enter this person’s information in the next section.
In the section “Regular payment”, indicate the amount and frequency of your planned contributions.
If you want the payments to be made from your account automatically, select the answer “Yes” to the question “Do you want to issue an order for the regular payment of a fixed amount?”. Then select the account from which you would like payments to be made, and specify the payment date.
You can change the amount and frequency of your regular payment at any time through the Online Bank under Payments > Regular payments.
Click “Next”.
Check the information entered. If you want to change the information in any of the fields, press the button “Back”.
To continue and sign the agreement, please:
1. read the important information and terms;
2. tick that you have read the information;
3. sign the agreement with a code from your authorization device.
You can monitor the status of your order in the section “Document History”.
