In forceInvestment firms and EU branches: bank levy (national)Last checked 11 November 2026

Bank levy data report of investment firms under solo supervision and EU branches (Bankenabgabe, DE form)

A regulatory return listed by the Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungsaufsicht) (BaFin), Germany.

Data for calculating the annual bank levy contribution of investment firms under solo supervision and domestic branches of EU institutions, on BaFin's German form, under section 12f(1) of the Restructuring Fund Act (RStruktFG) and Delegated Regulation (EU) 2015/63. Source

Official title: Meldevordruck Bankenabgabe für Unionszweigstellen sowie Wertpapierinstitute unter Einzelaufsicht

The facts

Who files
Investment firms under solo supervision (Wertpapierinstitute unter Einzelaufsicht) and domestic branches of EU institutions (inländische Unionszweigstellen). Source
How often
Each contribution year. Source
Deadline
For the 2027 cycle: the form by 01.02.2027 at the latest (BaFin recommends by 13.01.2027), and a confirmation letter signed by management by 8 February 2027. Source
Format
Excel. BaFin's Excel form, as in previous cycles, via the MVP procedure 'Bankenabgabe'; the signed confirmation letter can also be sent as a qualified electronically signed PDF to qes-posteingang@bafin.de. Source
Status
In force
Group
Investment firms and EU branches: bank levy (national)

Templates (1)

The tables and forms inside the return. Plain name first, the BaFin's code in brackets.

  • Bank levy 2027 reporting form for EU branches and investment firms under solo supervision (Meldevordruck)

Where the list was read: Source

Validation rules

No published validation rules were found for this return. Source

Public data

No published data from this return was found. No figures per institution published; see bank-levy-srb for the national total. Source

Official documents (6)

The BaFin's own files, with the size and SHA-256 fingerprint of each as downloaded on 11 November 2026, so anyone can tell whether a copy is the same version.

  • MVP-Portal

    List of returns · HTML

    BaFin's page on its reporting and publishing platform (Melde- und Veröffentlichungsplattform, MVP). It lists 44 specialised procedures (Fachverfahren) firms use to file with BaFin, with registration steps and manuals. Read in German; the English version lists only 18 of them.

  • Bankenabgabe / Delegierte Verordnung (EU) 2015/63

    Filing rules · HTML

  • Bankenabgabe 2027

    Filing rules · HTML

    Deadlines, formats and documents for the 2027 bank levy reporting cycle: SRB form in XBRL for CRR credit institutions and group investment firms under ECB supervision; BaFin's Excel form for investment firms under solo supervision and domestic branches of EU institutions.

  • Meldebogen zur deutschen Bankenabgabe 2027

    Template · XLSX · 16.0 KB · 27 October 2026

    Single sheet 'Meldevordruck Bankenabgabe 2027' for EU branches and investment firms under solo supervision: data for calculating the 2027 annual contribution under Delegated Regulation (EU) 2015/63.

    SHA-256 9b37ead7cddfshow in full9b37ead7cddf61fddecf8a79991599791964e093d3ebbc705bfe7c6d477e776f
  • Informationsblatt MVP-Fachverfahren Bankenabgabe (Kurzanleitung) 2027

    Filing rules · PDF · 1.7 MB · 27 October 2026

    Not read in full; size and hash recorded.

    SHA-256 50c064c78c06show in full50c064c78c06f4515c097d1eb0ef0e1b6eed1ea3a4cc2b714bc3897bf6a69585
  • Benutzerhandbuch für das MVP Portal

    Guidance · PDF · 3.3 MB

    User manual for registering on the MVP Portal and applying for specialised procedures. Not read in full; size and hash recorded.

    SHA-256 ad770ad7df85show in fullad770ad7df85ff9be0dcd51cb1dc67d7edb2db7c7c6cb35cab09ca5ff605278e

Sources

Every page and document this return's facts were read from.

Knowing exactly what is collected, in what format and under which rules is the first step to real-time supervision. Line4 builds SupTech software for financial regulators that runs checks like these as each return arrives.

Line4's text and records here are free to reuse under CC BY 4.0. Please credit: “Source: Line4 regulatory submissions library (CC BY 4.0), https://www.line4.ai”. The regulators' documents, forms, taxonomies, rules and data belong to them: see BaFin's reuse terms. This describes what regulators publish. It is not legal or regulatory advice: always rely on the regulator's own text.

© Federal Financial Supervisory Authority / www.bafin.de. Documents copied here are unchanged. The plain-English summaries are Line4's own; BaFin does not endorse this library.

Last checked 11 November 2026.