Details of the insured person

Title

*Mandatory fields

Details of the surviving dependants

Note: Spouses, registered partners as well as minor children and those children of the insured w ho are under the age of 25 and still at school or undergoing professional training are preferred beneficiaries pursuant to the Order of Precedence for Beneficiaries.

Note: Precedence for Beneficiaries further includes as beneficiaries any natural persons supported by the insured to a considerable extent; or the person with whom the insured lived together without interruption for the last five years before his/her death or who is responsible for supporting one or more children; the children of the deceased who do not satisfy the requirements of Art. 20 LOB, the parents or the siblings; as well as the other legal heirs, to the exclusion of the public body.

Child

Other entitled person

Relationship with the deceased

*Mandatory fields

Documentation relating to the death

To simplify matters, please attach the documents you already have.

Documents required:

  • Official death certificate
  • List of heirs
  • Family record document or certificate of the registered partnership

Additional documents, if an entitlement shall be considered:

  • for persons supported by the insured to a considerable extent
  • for a person with whom the insured lived together without interruption for the last five years before his/her death
  • for a person who is responsible for supporting one or more children
  • For adult children under the age of 25 and still at school or undergoing professional training (see above): certificate of the educational institution

Documents attached:

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*Mandatory fields

Contact person details

Note: This Notification of Death serves the Foundation exclusively for information purposes. The Foundation reserves the right to demand additional information which may serve to identify the beneficiaries. Once the right to benefit is established, the Foundation w ill request the necessary address details for payment from the beneficiaries.

The reglementary Order of Precedence for Beneficiaries serves as a basis to determine the right to benefit in con junction with any requests for changes to or clarifications of the Order of Precedence for Beneficiaries as supplied by the insured him / herself.

*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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