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Surcharge Schedule 3 applies if you left IBM employment between January 1, 1982 and December 31, 1995 and did not transfer your pension to SPIN, but left it with AMEV. The supplement is based on 100% of the increase in the derived consumer price index from October of one year through September of the following year. This excludes effects of VAT, excise taxes and subsidies. The surcharge does not exceed an average of 1.75% per year. In doing so, we also look at the past and take into account all years in which the surcharge was lower than 1.75%.
If the consumer price index decreases in any year, pensions are not reduced in that year, but the supplement becomes zero. The next supplement is granted if the consumer price index is higher than during the last increase. The supplement is then calculated by comparing the index figure of the penultimate increase with the index figure of the last increase.