You can use this form to inform us to which occupational or vested benefits institution the credit balance should be transferred to.For a cash payment request as a result of leaving Switzerland, self-employment or an irrelevance, please use the separate forms.Open document....
The vested termination benefits may be pledged in favour of the mortgage bank for ownership of a residential property.Open document....
When buying, building or renovating an owner-occupied property, you can make a withdrawal under the home ownership scheme.With regard to the early withdrawal option, please contact us in advance so that we can advise you individually about any restrictions and consequences of the early withdrawal.Open...
Buying into the pension fund increases your retirement savings capital, which leads to a higher final capital or pension at retirement. Purchases are particularly attractive from a tax perspective. Payments can be deducted in full from your taxable income. In order to calculate the purchase...
You can make your partner a beneficiary for survivor benefits.Please refer to the pension fund regulations for the requirements for entitlement to survivor benefits.Open document....
At the request of Avanea, questions regarding health must be answered. Please use this form and return it completed and signed to Avanea.Open document....
The foundation deed was issued on April 2014. In addition to the statutes, the destination of the initial capital and the name, it also determines the principles of the organisational principles of the foundation and the type of administration (Art. 83 para. 1 CC). The...
The partial liquidation regulations govern the conditions for a partial liquidation (significant reduction in the number of insured persons, restructuring, termination of affiliation contracts) and the procedure. A potential partial liquidation is examined and carried out separately for each pension fund.The current partial liquidation regulations came...
The organisational regulations manage the basic tasks and responsibilities of the bodies and subsidiary bodies of the pension fund. The allocation of tasks may also be regulated in other regulations, in particular by the pension fund and investment regulations. The allocation of responsibilities shall be made in...
The pension fund regulations define all the rights and obligations of the insured persons and pension recipients. The pension fund regulations are issued by the Board of Trustees and may be amended within the framework of the law.The current pension fund regulations are valid from...