Information of the applicant

Note: Please send a copy of this form to the previous employee benefits institution / vested benefits institution. After receipt of the vested benefits, we will open your vested benefits account.

Please select the cantonal bank paying interest
Are you already a customer of the interest-paying cantonal bank?
How did you hear about us?
Title
Would you like to register a different correspondence address?
Are you planning to move?

Future address:

*Mandatory fields

E-mail correspondence

Would you like to communicate with us by e-mail?

Note: You can find the rules on two-way communication and data exchange by e-mail here here.

*Mandatory fields

Information on vested benefit

Note: Termination benefits involving negligible amounts may be drawn in a lump sum provided the requirement regarding negligible amounts according to Art. 5 (1) (c) LVOB is satisfied. This possibility of withdrawing capital should be checked with your current pension or vested benefits institution. A “negligible amount” is given when the amount of the vested benefits is lower than the employee's annual contribution to his/her current or last employee benefit institution. Please note that the assets can only be withdrawn when a transfer to the current employee benefit institution is not possible.

Name and address of the transferring pension fund and/or vesting institution

Name and address of your previous employer

Next steps

You will inform the previous pension fund and/or vesting institution by means of a copy of this application. The latter will transfer the termination benefit to the account in the name of the Swisscanto Vested Benefits Foundation at the intermediary cantonal bank (IBAN No. above).

After receipt of the vested benefit a vested benefit account will be opened in your name with the Swisscanto Vested Benefits Foundation. Only one vested benefit account can be opened per person.

The rights and obligations of the contracting parties are defined in the Pension Fund Regulations, the Rules on Costs and the Investment Guidelines.

Note: The current regulations can be found on the home page of the Swisscanto Vested Benefits Foundation https://www.swisscanto-stiftungen.ch/english/vested-benefits-foundation/ in the section entitled “Legal documents”.

*Mandatory fields

Summary

{{currentItem.label}}

{{currentItem.label}}

{{currentItem.label}}

{{currentItem.value}}

Protected by Google reCAPTCHA

Good to know
Amount of vested benefit
Transferring pension fund and/or vesting institution

Download PDF form

You can download a blank form as a PDF via the following link:

Download blank form

or:

Download current interim status of the online form as PDF

Error during the generation of the intermediate status. Please try again.