Documents

Everything you need from us, in one place

The forms you need to fill in, the step-by-step guides to gather your details, the practical information per insurer, and the tax thresholds that change every year.

8: document sets
25: indices and thresholds
12: insurers

Documents to download

Client form

The basis for getting started as a client of Life Experts.

Information sheet

The checklist we use to map out your situation in full.

myPension & myCareer

How to retrieve your pension and career data from the government.

Notice of change of intermediary

Transfer your existing contracts to Life Experts.

Signing a PDF digitally

Fill in and sign our documents without a printer or scanner.

Insurer documents

General terms and documents from our insurance partners.

Fund information

Straight to each insurer's fund pages.

Ultimate Beneficial Ownership

UBO declaration for companies, mandatory under anti-money laundering rules.

Indices and thresholds

25 topics covering ceilings, tax amounts and reference indices: the 80% rule, VAPZ limits, premium taxes and more.

Miscellaneous

Our cookie policy and all legally required policy documents: conflicts of interest, complaints, AI, and more.

Can't find a document? Email beheer@lifeexperts.be and we'll send it to you.