How do I change my CBL 3rd pension pillar plan?

To change your pension plan, you must sign a new 3rd pension pillar agreement, choosing one of our plans: CBL Indeksu, CBL Aktīvais, CBL Aktīvais USD or CBL Sabalansētais. Find out more on how to sign a 3rd pension pillar plan agreement here.

Once a new 3rd pension pillar agreement is opened, you can request the transfer of your existing 3rd pension pillar savings to another pension plan of your choice by submitting an order through the Citadele Online Bank: 

1. log into online banking;  
2. at the top, above the menu bar, select Correspondence With Bank; 
3. on the left, select New Order;  
4. an order number will appear automatically, but you must fill in the remaining fields yourself:  

Topic: Order for pension plan change  
Account number for authorisation: (select your current account)  
Order text: Please transfer the capital from my 3rd pension pillar plan CBL [current pension plan] (individual agreement number XX-XXXXXXXXXXX) to my 3rd pension pillar plan CBL [new pension plan] (new individual agreement number XX-XXXXXXXXXXX). 
Press “Next” and authorise the order.