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.
Please provide the partner’s address that differs from your own.
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 situation will change when an application is made for a partner’s pension. We recommend a personal consultation, regardless of the further occupational benefits processes initiated by this application. You can arrange a consultation for yourself and your partner by calling 058 280 1000 or going to www.helvetia.ch/request-consultation.
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We will confirm your registration for a partner’s pension in writing. Please contact us if you do not receive written confirmation of receipt within 30 days of sending your registration for a partner’s pension.
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’.
Dissolution of the joint household or termination of the partnership with your named partner must be notified to us promptly using the form ‘Dissolution of partnership’.
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You can download a blank form as PDF using the following link:
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