Transfer to a vested benefits foundation


You would like to invest your vested benefits with a different vested benefits organisation (bank, insurance company).

Next steps


Vested benefits account

Please send us the following documents for a transfer to your vested benefits account:

  • Signed and completed form Transfer to a vested benefits account
  • Copy of your OASI (AHV/AVS) card
  • Copy of the application to open your new vested benefits account
  • Payment details (e.g. payment slip) of your vested benefits account

We may need additional information and documents. We will contact you if this is the case.

Vested benefits policy

Please send us the following documents for a transfer to your vested benefits policy:

  • Signed and completed form Transfer to a vested benefits policy
  • Copy of your OASI (AHV/AVS) card
  • Payment details (e.g. payment slip) of your vested benefits account

 We may need additional information and documents. We will contact you if this is the case.

Important information


Please note: transfers are only possible to open a vested benefits account or a vested benefits policy under the 2nd pillar. A transfer to a 3rd a pillar account is not permitted.

Contact


Stiftung Auffangeinrichtung BVG
Vested benefits accounts
8050 Zurich