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For employees – information and tools

As a person insured with one of our group Foundations you will be in contact with us from time to time with matters concerning you as an employee. On this page you will find information regarding all these events and in certain cases you will even be able to complete the necessary forms directly.

Important information Coronavirus

Helvetia Occupational Benefits Switzerland – Collective Life Sector

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Your Helvetia customer portal

The Helvetia customer portal gives you access to the documents for your pension fund. You can simulate purchases, premature withdrawals, or your early retirement and make changes.

Register now

How does a pension fund work?

Current information on the coronavirus for occupational benefit scheme

Current information in connection with the coronavirus
Leaflet - Information on benefits PDF

Entering the company

Admittance to a new pension fund

When you start work at a new company you also usually join a new pension fund as well. If you already made contributions to the occupational benefit scheme in your previous occupation you are entitled to the accrued savings assets, the so-called termination benefit or vested benefit. This must be transferred to the new pension fund. Therefore please ask your new employer to give you a payment slip and forward this to your previous pension fund and/or previous employer.

Pension issues during employment

Purchases in the pension fund
Information sheet - Purchase of pension fund benefits
Form - Application to buy into pension fund PDF
Family and partnership
Information sheet - Partner PDF
Form - Registration for a partner’s pension PDF
Form - Dissolution of partnership PDF
Form - Order of beneficiaries PDF
Information sheet - Divorce PDF
Your documents
Information sheet - Your insurance certificate explained PDF
Information sheet - Board of trustees PDF
Form - Minutes regarding the election of the board of trustees PDF
General regulation provisions*
General regulation provisions 2020 - Helvetia Group Foundation PDF
– Organization rules - Helvetia Group Foundation PDF
– Partial liquidation rules - Helvetia Group Foundation PDF
General regulation provisions 2020 - Helvetia Prisma Group Foundation (retirement capital) PDF
General regulation provisions 2020 - Helvetia Prisma Group Foundation (retirement pension) PDF
– Organization rules - Helvetia Prisma Group Foundation PDF
– Partial liquidation rules - Helvetia Prisma Group Foundation PDF
General regulation provisions 2020 - Helvetia LOB Invest Group Foundation PDF
– Organization rules - Helvetia LOB Invest Group Foundation PDF
– Partial liquidation rules - Helvetia LOB Invest Group Foundation PDF

* We would like to inform you that for 2020 we have completely revised the general regulation provisions for all foundations in order to simplify them and make them easier to read. The previous appendices to the General Regulation Provisions (Organization Rules and Rules on Partial or total liquidation of the pension fund) are now provided as separate documents. Furthermore, the numbered references in particular have changed, which means that the references in benefit plans issued before 1.1.2020 no longer correspond to the numbering in the general regulation provisions for 2020. In such cases, please refer to the subject sections.

Incapacity to work
Form - Incapacity to Work or Earning Disability PDF
Form - Medical certificate of disability
PDF
Good to know
Information sheet - Unpaid leave PDF
Form - Notification of unpaid leave PDF
Information sheet - Promotion of home ownership PDF
Form - Promotion of home ownership PDF
Helvetia - News on the 2nd pillar
Information sheet - Swiss social insurance schemes 2020 PDF
Information sheet - Swiss social insurance schemes 2019 PDF
Security for retirement assets and pensions PDF

Leaving the company

When leaving the company you also leave the pension fund. This means you are entitled to the termination or vested benefit. Find out below what you can do with this.

Scenario 1: you enter a new pension fund

If you start a new job with a different employer you usually join the employer's pension fund at the same time as well. The vested benefit is therefore transferred from the old to the new employee benefit institution. Therefore please ask your new employer to give you a payment slip and forward this to your previous employer so that your vested benefit can be transferred.

Leaving the pension fund
Form - Termination of employment PDF

Scenario 2: you need a vested benefit solution

If you are temporarily not in gainful activity (e.g. due to further training, parenthood, a stay abroad, unemployment) and you do not yet know who your next employer will be, according to the law the pension fund assets must be transferred to a vesting institution. Thus your benefit coverage in the 2nd pillar remains in place. You can also transfer your savings assets to a vesting institution if you are becoming self-employed and are no longer subject to the occupational benefit scheme. If necessary, the assets can be paid out later.

Our vested benefit solutions
Vested benefits policy
Brochure - Vested benefits solutions PDF
Unemployment
Information sheet - Unemployment PDF

Scenario 3: you request the cash payment of the vested benefit

If you become self-employed within Switzerland or if you leave Switzerland, in some special cases it is possible to have a cash payment of your vested benefit. The following information sheet will inform you of the provisions and/or limitations that you have to observe with regard to leaving Switzerland within the framework of the bilateral agreements with the EU.

Information sheet
Information sheet - Bilateral agreements – Switzerland/EU PDF

Retirement

What you need to know
Information sheet - Capital or pension PDF
Form - Capital option PDF
Information sheet - Early retirement PDF
Form - Purchase for early retirement PDF
Form - Early retirement and partial retirement PDF
Information sheet - Continued post-retirement-age insurance PDF
Form - Announcement of continued post-retirement-age insurance PDF
Conversion rates
The conversion rate - Brochure PDF
Conversion rates Helvetia Group Foundation 2020–2023 (Update July 2019) PDF
Conversion rates Helvetia LOB Invest Group Foundation as of 2020 - for insured persons as of 2020 PDF
Conversion rates Helvetia LOB Invest Group Foundation 2020–2024 - for insured persons bevor 2020 PDF
Conversion rates Helvetia Prisma Group Foundation 2020–2023 PDF
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