1. Employer
  2. Employee
  3. Deferral of retirement benefits
  4. Summary

Details of the employer

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Details of the employee

Title
Is the insured fully capable of working or gainful employment? A person is considered to be unable to work if he or she is no longer able to work in his or her current occupation due to ill health. The degree of incapacity for work is determined by the physician. A person is considered to be unable to earn if, due to ill health, he or she is no longer able to engage in gainful employment in any section of the labour market to which consideration could be given. The degree of disability is determined exclusively on the basis of the degree of incapacity for gainful employment. This is determined by the DI office.

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Deferral of retirement benefits

What form of deferral of retirement benefits is involved?

Note: If the employee wishes to take semi-retirement at the same time, the form "Flexible retirement" must also be submitted.

Deferral of retirement benefits pursuant (Art. 13b LOB)

Annual salary and degree of employment before retirement age

Annual salary and degree of employment after retirement age

Note: A change to continued insurance (Art. 33b LOB) is excluded.

Change from continued insurance to deferral of retirement benefits

Note: A change to deferral of retirement benefits (Art. 13b LOB) is possible at the earliest on the first day of the following month.

Note: Another change to continued insurance (Art. 33b LOB) is excluded.

Conditions for the deferral of retirement benefits

Deferral of retirement benefits is possible if the insured person

  • has reached retirement age and
  • continues to work for their current employer and receives a higher annual salary than the entry threshold defined in the regulations and
  • is fully or partially able to work or earn at the time of registration and
  • submits this form at least one month before reaching retirement age or before the desired change in respect of continued insurance pursuant to Art. 33b LOB.

Note: In the case of deferral of retirement benefits, the restitution of purchase amounts is not possible. This applies to purchase amounts effected either before commencement of or during the deferral period.

Confirmation employer

This registration was entered by

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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.servisa.ch.

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Good to know
Conditions of deferral
Financing of the deferral
End of deferral

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