personnel questionnaire€¦ · [email protected] (fields with a grey background are...

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Personnel Questionnaire You need more information about „Personnel Questionnaire“? Our competent tax consultants will advise you. Hotline: +49 (0) 69 - 242 66 20 LÜBECK & Kollegen, Steuerberater GbR Friedensstraße 11 60311 Frankfurt am Main, DE Telefon: +49 (0) 69 / 242 66 20 [email protected] (fields with a grey background are to be filled in by the employer) COMPANY NAME: Information on the new employee Personnel number: Personal data Surname, maiden name as applicable Given name Street and house number, incl. additional information Post code, city Date of birth Gender male female Insurance number (as per social security card) Marital status Place, country of birth only if without insurance number Severely disabled yes no Nationality Employee number, pension fund - construction Bank account number (IBAN) Sort code/bank ID (BIC) Employment Date employment contract begins First day Place of employment Description of profession Job performed Highest level of education No school leaving certificate Haupt-/Volksschulabschluss (completion of secondary education) School leaving certificate or equivalent Abitur/Fachabitur (equivalent of A levels in UK) Highest level of professional training No vocational training Officially recognised vocational training Master craftsman/technican/sililar degree Bachelor’s degree Diploma/graduate degree/master’s degree/state examination certificate PhD Date training period begins Planned date training period ends Holyday due (calender year) Cost centre

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Page 1: Personnel Questionnaire€¦ · Karin.Skopnik@luebeck-gruppe.de (fields with a grey background are to be filled in by the employer) COMPANY NAME: 2 Version dated: 1220/10 Information

Personnel Questionnaire

You need more information about„Personnel Questionnaire“?

Our competent tax consultants will advise you.

Hotline: +49 (0) 69 - 242 66 20LÜBECK & Kollegen, Steuerberater GbR Friedensstraße 11 60311 Frankfurt am Main, DE Telefon: +49 (0) 69 / 242 66 20 [email protected]

Personnel Questionnaire Lübeck & Kollegen Steuerberater [email protected] [email protected] [email protected](fields with a grey background areto be filled in by the employer)

COMPANY NAME:

1Version dated: 12/2010

Information on the new employeePersonnel number:

Personal dataSurname, maiden name as applicable Given name

Street and house number, incl. additional information Post code, city

Date of birth Gender male female

Insurance number (as per social security card) Marital status

Place, country of birth – only if without insurance number Severely disabled yes no

Nationality 0BEmployee number, pension fund - construction

Bank account number (IBAN) Sort code/bank ID (BIC)

EmploymentDate employment contract begins First day Place of employment

Description of profession Job performed

Highest level of education

No school leaving certificate

Haupt-/Volksschulabschluss (completion of secondary education)

School leaving certificate or equivalent

Abitur/Fachabitur (equivalent of A levels in UK)

Highest level of professional training

No vocational training

Officially recognised vocational training

Master craftsman/technican/sililar degree

Bachelor’s degree

Diploma/graduate degree/master’s degree/state examination certificate

PhDDate training period begins Planned date training period ends

Holyday due (calender year) Cost centre

Weekly/daily working hours full time part time

Department number

Employed in construction industry since Person group

Page 2: Personnel Questionnaire€¦ · Karin.Skopnik@luebeck-gruppe.de (fields with a grey background are to be filled in by the employer) COMPANY NAME: 2 Version dated: 1220/10 Information

Personnel Questionnaire

You need more information about„Personnel Questionnaire“?

Our competent tax consultants will advise you.

Hotline: +49 (0) 69 - 242 66 20LÜBECK & Kollegen, Steuerberater GbR Friedensstraße 11 60311 Frankfurt am Main, DE Telefon: +49 (0) 69 / 242 66 20 [email protected]

1Version dated: 12/2010

PhDDate training period begins Planned date training period ends

Holyday due (calender year) Cost centre

Weekly/daily working hours full time part time

Department number

Employed in construction industry since Person group

Steuerberater [email protected] [email protected] [email protected](fields with a grey background areto be filled in by the employer)

COMPANY NAME:

2Version dated: 12/2010

Information on the new employeePersonnel number:

Terms of employment The term of employment is fixed

The term of employment is fixed for a purpose

Written conclusion of a fixed term employment contract

Fixed-term employment is planned for at least two months, with prospects of further employment

Employment contract fixed until Employment contract concluded on

Taxes Information as per income tax cardOfficial Municipality/community key Tax office number Identification number

Tax class/factor Number of exemptions for children Confession

Social insurance State insurer Legislated state insurer evaluation

Health insurance | Pension insurance | Retirement insurance | Provision insurance

State insurer number Accident insurance risk tarif

CompensationDescription Amount Valid for Hourly wage Valid from

Description Amount Valid for Hourly wage Valid from

Description Amount Valid for Hourly wage Valid from

Employer/employee savings account (VWL)1BRecipient Amount Employer share (monthly

amount)

since Contract number

2BBank account number (IBAN) Sort code/bank ID (BIC)

Page 3: Personnel Questionnaire€¦ · Karin.Skopnik@luebeck-gruppe.de (fields with a grey background are to be filled in by the employer) COMPANY NAME: 2 Version dated: 1220/10 Information

Personnel Questionnaire

You need more information about„Personnel Questionnaire“?

Our competent tax consultants will advise you.

Hotline: +49 (0) 69 - 242 66 20LÜBECK & Kollegen, Steuerberater GbR Friedensstraße 11 60311 Frankfurt am Main, DE Telefon: +49 (0) 69 / 242 66 20 [email protected]

COMPANY NAME:

3Version dated: 12/2010

3BEmployment documentsEmployment contract

Income tax card/written confirmation of income tax

Social insurance ID

State insurance membership certificate

Employer/employee savings account (VWL) contract

Proof of parenthood

At hand

At hand

At hand

At hand

At hand

At hand

Company retirement provision contract

Declaration of earning for previous employment

For evaluation of insurance exemption regarding health insurance

Severely disabled ID

Pension fund documents construction/painting

At hand

At hand

At hand

At hand

At hand

Information of taxable previous employment periods in the current calendar year (these are time periods of employment accounted for on the income tax card) Time period from Time period to Type of employment Number of employment days

Declaration by the employee:I affirm that the above information is correct. I undertake to inform my employer without delay of any changes, in particular with regard to further employment (in respect of type, duration and remuneration).

Date Employee signature Date Employer signature

Page 4: Personnel Questionnaire€¦ · Karin.Skopnik@luebeck-gruppe.de (fields with a grey background are to be filled in by the employer) COMPANY NAME: 2 Version dated: 1220/10 Information

We are a and expanded in 1996 by the into an interdisciplinary group of tax consultants and lawyers. We take

care of all tasks in the . We tailor our services to meet your individual needs and wishes.

We provide you with ...

...a (own email address and telephone extension), solution-oriented and holistic advice, prompt processing of your questions and problems and all that in an easy-to-understand language or explained in different languages.

Your tax consultants in Frankfurt and Rhein-Main

Our service areas:

Payroll accounting Financial accounting Financial statements Tax returns Business start-ups Business consulting

LÜBECK & Kollegen, Steuerberater GbR Friedensstraße 11 60311 Frankfurt am Main, DE Telefon: +49 (0) 69 / 242 66 20 [email protected]

Karin Skopnik-Grabarczyk

Financial economist

Payroll clerk

[email protected]

+49 (0) 69 - 242 662 36

Thomas Barth

Industrial management assistant

Payroll clerk

[email protected]

+49 (0) 69 - 242 662 25

Albertine Wagner

Assistant tax consultant

Payroll clerk

[email protected]

+49 (0) 69 - 242 662 46