rvBEA is the procedure by which the statutory pension insurance provider and other bodies electronically request salary statements from employers. This article explains the procedure, the associated certificates, and the process in Personio Payroll. 

What is rvBEA?

rvBEA stands for Rentenversicherung Bescheinigung elektronisch anfordern. The statutory pension insurance provider and other bodies retrieve relevant wage certificates from the employer using this procedure. The procedure replaces the paper route. The answers are transmitted via the payroll system from the available payroll data and generally do not require manual input by the user. 

Legal basis and obligations

Participation in rvBEA has been mandatory for employers since January 1, 2022. They have to pick up and answer the requirements once a week. For ZUZA, the obligation applies since January 1, 2022, and for BEEG since July 1, 2022. The separate contribution statement must be submitted exclusively electronically since July 1, 2021. Personio Payroll automatically handles the collection and answering. 

Manage rvBEA in Personio Payroll

Check messages

Personio Payroll regularly checks whether new requirements are available on the communication server. The answers will then be automatically generated and submitted. 

Proceed as follows to view the messages: 

1. Navigate to the payroll > reporting area. 
2. Filter by the corresponding certificates in the categories:

• Exemption from co-payments
• Parental benefit certificate
• Separate notification 57

1. Search for the corresponding employee.
2. Click on Show details for more information. 

The sub-procedures for rvBEA

The sub-procedures at a About

The following table gives an About of the current sub-procedures for rvBEA.

BEEG: Certificate for parental allowance

BEEG stands for the Federal Parental Allowance and Parental Leave Act. The amount of parental allowance is based on the income before the birth of the child. Data that already exists elsewhere is retrieved by the parental allowance office from the certificate rvBEA-BEEG with the consent of the affected person. The procedure should make it easier for parents to apply.

GML 57: Separate contribution statement for the pension procedure

At the request of the person submitting the pension application, the employer must submit a separate contribution statement on the subject income according to § 194 SGB VI . The corresponding DEÜV contribution statement carries the payment reason 57. 

The content of the contribution statement is the contribution-liable remuneration up to the contribution assessment ceiling of the statutory pension insurance, including contribution-liable lump-sum payments. Contribution-free fees do not belong in the contribution statement. This includes, for example, top-up payments under the Part-Time Work Act, tax-free expense allowances, and reimbursement of expenses. For employees in the transition phase, the actual full salary is reported. 

The procedure for GML 57 is as follows:

• The contribution statement includes the paid contribution-liable remuneration for at least three months before the start of the pension.
• Already reported remuneration will not be submitted again. 
• A still outstanding annual report for a previous time period is submitted at the same time. 
• The contribution statement is to be submitted with the approval of the next payslip according to § 12 (5) DEÜV. 
• Already reported remuneration will not be submitted again

Personio Payroll only answers inquiries with the submission reason 57. A self-initiated contribution statement with submission reason 57 is currently not possible. 

Personio Payroll does not create GML 57 in the following cases: 

• In the first month of employment of the affected people.
• In the first billing month of the company.
• If another DEÜV contribution statement is already planned for the reporting period. These have priority, a double contribution statement is not allowed. 

LAKRV: Agricultural Pension Fund

The Agricultural Pension Fund (LAKRV) is a social insurance provider that grants pension benefits to agricultural workers. The inquiry is exclusively for recipients of pensions from the Agricultural Pension Funds. The cash register uses the data to credit income for survivor's pensions. Furthermore, supplementary income is checked for pensions due to reduced earning capacity. 

The reports are viewable in Personio in the compliance tab. If information is missing, an additional message will be attached to notify the pension insurance provider of the missing information. This can also be viewed in the compliance tab: 

ZUZA: Exemption from co-payments

If the income is below a certain limit, a people is completely or partially exempt from co-payments for rehabilitation services. The pension insurance checks this with the consent of the affected people. The already invoiced salary data is requested electronically for this.

FAQ

Do I have to pick up requests from the pension insurance myself?

No. Personio Payroll automatically retrieves and answers the requests.

Do I have to register for rvBEA?

No separate registration is required outside of pilot procedures. Participation has been mandatory since 2022.

Do I have to create a GML 57 myself?

No. Personio Payroll answers the pension insurance request with the next approval of the payroll run.

Can I send a GML 57 manually?

Not actual. Personio Payroll only answers inquiries with the submission reason 57.

Why was no GML 57 created?

Possible reasons are the first month of employment, the company's first billing month, or another pre-scheduled DEÜV contribution statement in the time period.

Can I cancel or correct submitted salary data?

No. A resubmission will only occur if the requesting job asks again.

Do ZUZA and BEEG require consent?

Yes. The requesting job obtains the consent of the affected person. You as the employer do not have to arrange anything for this.

Does this procedure also apply to preliminary payroll and DATEV integration?

No, this procedure only applies to customers with Personio Payroll at the current time. Customers who only use preliminary payroll or the DATEV integration are excluded from this procedure.