Registration for a partner’s pension

Employer
Employee
Partner’s pension
Summary

Employer
Employee
Partner’s pension
Summary
Panel

Details of the employer

Company

Contract number

*Mandatory fields

Details of the employee

Policy no.

Title

First name

Last name

Street

Number

Postcode

Town/city

Country

Date of birth

Marital status

E-mail

Note: At the time of death of an insured person, neither partner may be married or in another partnership.

Note: This form must be submitted before full retirement.

*Mandatory fields

Details for a partner’s pension

Partner

First name

Last name

Date of birth

Do you have a joint residence?

Since

Please provide the partner’s address that differs from your own.

Street

Number

Postcode

Town/city

Do you have joint children?

Date of birth of the youngest child

Eligibility for a partner’s pension

The surviving partner (of the opposite or same sex) of an insured person is entitled to a partner’s pension. All of the following conditions must be met for a pension claim to be established:

The pension fund regulations of the insured person, provide a spouse’s pension.
The partners can prove that they shared a joint household for an uninterrupted period of at least five years immediately before the insured person’s death or, at the time of the insured person’s death, they can prove that they shared a joint household and the surviving partner has to provide for a joint child.
Neither partner was married or in a registered partnership at the time of the insured person's death.
The partners are not related to each other in direct line of descent nor are they siblings or half-siblings (see Article 95 of the Swiss Civil Code).
The surviving partner is not drawing a spouse’s or partner’s pension from a previous marriage, registered partnership or cohabitation and has not received capital benefits in substitution of such a pension.
The form ‘Registration for a partner’s pension’ was completed in full and sent to the Foundation before the death and before retirement of the insured person.

I hereby confirm that all of the information provided is correct and that I have taken note of the eligibility requirements for a partner’s pension.

*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).

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Confirmation of receipt

Change in order of beneficiaries

Please note that registration for a partner’s pension does not change entitlement, under the regulations, to a possible lump-sum death benefit or refund of contributions. If you also wish to change the order of beneficiaries, please submit the form ‘Change in order of beneficiaries’.

Details of the employer

Details of the employee

Details for a partner’s pension

Eligibility for a partner’s pension

Consulting

Summary

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Data protection