Details of the employer

*Mandatory fields

Details of the employee

Title

*Mandatory fields

Details of promotion of home ownership

This form is to be used only to order documents required for requesting an advance withdrawal or to indicate a pledge of funds from the occupational benefit scheme.

I would like to receive additional information or the necessary documents
I intend

Note: For persons aged 50 or older, the maximum possible advance withdrawal is limited to the termination benefit at age 50 or half the termination benefit at the age when the advance withdrawal is taken (whichever amount is greater).

Have you already made an advance withdrawal?

Note: Advance withdrawals are only possible once every five years.

Have you already made a pledge?

*Mandatory fields

Summary

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Data protection

All personal data will be processed in accordance with the current legislation:
For compulsory occupational benefits, the data protection regulations of LOB (Art. 85a ff. LOB) apply. The provisions of the FADP apply in addition. The FADP applies to purely supplementary occupational benefits (for information e.g. identity and contact details of responsible persons, processing purposes, etc. please see www.helvetia.ch/privacy).

All personal data will be processed in accordance with the current legislation:
For compulsory occupational benefits, the data protection regulations of LOB (Art. 85a ff. LOB) apply. The provisions of the FADP apply in addition. The FADP applies to purely supplementary occupational benefits (for information e.g. identity and contact details of responsible persons, processing purposes, etc. can be found under the keyword data protection at www.swisscanto-foundations.ch.

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Good to know
Conditions for an advance withdrawal
Advance withdrawal or pledging
Consequences for benefit coverage

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