RETIREMENT DON'T WAIT. CREATE A SUBACCOUNT AND COLLECT FUND

KRS: 0000896817

WE FUND (PAYMENT) FINANCIAL FUNDS ON AN ONGOING BASIS FROM BENEFICIARIES' SUBACCOUNTS (PENSIONERS) WITHIN THE FRAMEWORK OF THE BOOKED FUNDS WITH 1.5% TAX FROM SETTLED PITs

THE FUNDS COLLECTED IN THE SUB-ACCOUNT ARE TRANSFERRED TO THE BENEFICIARY'S (PENSIONER'S) BANK ACCOUNT:

UNDER THE DONATION AGREEMENT BETWEEN THE FOUNDATION AND THE BENEFICIARY (THE MAIN METHOD - THE BENEFICIARY SETTLES WITH THE TAX OFFICE AFTER EXCEEDING THE DONATIONS FOR THE 3RD GROUP)

UNDER THE AGREEMENT FOR THE TRANSFER OF FUNDS CONSTITUTING INCOME FROM "OTHER SOURCES" FOR THE BENEFICIARY (UPON AN ADDITIONAL REQUEST FROM THE BENEFICIARY TO THE FOUNDATION - THE BENEFICIARY SETTLES WITH THE TAX OFFICE ANNUALLY IN PIT FROM THE FUNDS RECEIVED)

FINANCIAL FUNDS CONSTITUTING 1.5% OF THE SETTLED PIT TAXES ARE BOOKED ANNUALLY ON THE BENEFICIARIES' (PENSIONERS') SUB-ACCOUNTS IN THE MONTHS OF OCTOBER AND NOVEMBER

Why is it worth opening a free pensioner sub-account?

YOU CAN COLLECT FUNDS FROM 1.5% TAX ON YOUR SUBACCOUNT

Within your sub-account, you can accumulate funds as part of a 1.5% deduction of income tax declared by your family, friends and acquaintances, with the possibility of spending it at the discretion of the retiree and person of retirement age for their own needs.

YOU CAN CHECK THE BALANCE OF FUNDS ON YOUR SUBACCOUNT AT ANY TIME

After logging in to your sub-account, you can check the current status of funds that can be used for your own needs.

You can also check the amount of income and expenses since the beginning of the year.

YOU CAN SPEND FUNDS ON YOUR OWN NEEDS WITHIN THE REFUND OF EXPENSES

You can refund (spend) the funds accumulated in the sub-account for your own living needs, which mainly include:

treatment, medical supplies and travel;

food, beverages, clothing and hygiene products;

rent fees and utility charges in residential buildings.

Give your Pensioner (Mother, Father, Grandmother, Grandfather or other Pensioner) 1.5% of tax as part of the annual PIT settlement and take care of the payment of funds (refund) by the Pensioner

How much percentage of the incoming amount of 1.5% tax will the pensioner (beneficiary) receive? and how much will the foundation collect for development and maintenance:

The pensioner (beneficiary) will receive 81% of the funds to be used for their own needs (of the incoming amount – 1.5% of the settled PIT);

The Foundation will collect 19% of the funds for the maintenance and development of the Foundation (of the incoming amount – 1.5% of the settled PIT).

Does the Pensioner bear the costs of maintaining a sub-account or other costs in the foundation:

The Pensioner does not incur any costs of maintaining the sub-account (maintaining the sub-account is free of charge), nor does he incur any other fees to the foundation as a Pensioner (beneficiary) who has a sub-account set up.

CONDITIONS TO BE FULFILLED IN FRONT OF THE TAX OFFICE IN ORDER TO EFFECTIVELY TRANSFER 1.5% OF TAX FOR YOUR PENSIONER

THE TAXPAYER (PAYING 1.5% OF THE TAX) MUST INDICATE IN THE PIT THE KRS NUMBER: 0000896817 AND THE SPECIFIC PURPOSE: THE NUMBER AND NAME OF THE PENSIONER'S SUB-ACCOUNT;

THE TAXPAYER (PAYING 1.5% OF THE TAX) IS OBLIGED TO SUBMIT A PIT TAX TAX BY THE STATUTORY DEADLINE, I.E. GENERALLY BY 30 APRIL (A DELAY OF EVEN 1 DAY WILL RESULT IN THE TAX OFFICE NOT TRANSFERRING 1.5% OF THE TAX TO THE FOUNDATION);

THE TAXPAYER (PAYING 1.5% OF THE TAX) IS OBLIGED TO PAY THE TAX DUE FROM THE SUBMITTED PIT WITHIN THE STATUTORY DEADLINE (MAXIMUM BY 30 APRIL AND NO LATER THAN 2 MONTHS FROM SUBMITTING THE PIT) AND CANNOT HAVE ANY ARREARS TO THE TAX OFFICE (OVERDUE TAX TAGS, UNDERPAYMENTS, INTERESTS, EVEN IN A SMALL AMOUNT, E.G. PLN 30).

DONOR IF YOU HAVE FREE FUNDS AND WANT TO HELP PENSIONERS

Support Pensioners through the Pensioners Financial Support Foundation "ZŁOTY EMERYT" and transfer funds to the foundation's account.

Bank account details
Bank Pekao SA account number: 16 1240 1792 1111 0011 0602 8871

The Pensioners' Financial Support Foundation "Złoty Emeryt" is a nationwide Foundation with headquarters in Rzeszów. The Foundation was established in 2021 on the initiative of Janusz Kaszycki, who is also the Founder and Founder of the Foundation.

Members of the Management Board of the Foundation and Members of the Council of the Foundation, as part of the resolutions adopted from the foundation's establishment in 2021 to the present day, have waived any remuneration in connection with the functions performed and contribute their own efforts and resources free of charge to ensure its operation.

The main objective of the Foundation is to provide broadly understood assistance to retirees in financing their living costs by:

• co-financing (refunding) expenses related to financing the living costs of pensioners and people of retirement age up to the amount of funds accumulated in the sub-account of a given Beneficiary;

• setting up and maintaining free sub-accounts for pensioners and people of retirement age, enabling the accumulation and spending of funds collected by the beneficiary on his sub-account from 1.5% tax deductions and donations.

• The Foundation directs its activities to retirees and people of retirement age who have concluded an Agreement with the Foundation along with the Regulations for co-financing for maintaining sub-accounts, up to the amount of funds accumulated in the sub-account of a given Beneficiary.