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For employers – information and administrative tools

The employers' functions in the occupational benefit scheme are many and varied. On this page you will find all the forms, information sheets and further information that you need as an employer and/or HR officer for the organization and administration of your occupational benefit scheme, set out in a clear and logical manner.

Important information Coronavirus

Helvetia Occupational Benefits Switzerland – Collective Life Sector

HR administration

All the forms for HR updates and further information on the individual changes at a glance.

Admittance to the pension fund
Form - Entry of a new employee PDF
Staff updates
Information sheet - Annual salary reporting in occupational benefit schemes PDF
Form - Amendments (Salary, ...) PDF
Form - Suspension or resumption of work PDF
Information sheet - Unpaid leave PDF
Form - Notification of unpaid leave PDF
Leaving the pension fund
Form - Termination of employment PDF
Information sheet - Early retirement PDF
Form - Early retirement or partial retirement PDF
Form - Announcement of death PDF
Leaflet - Incapacity to Work or Earning Disability PDF
Form - Incapacity to Work or Earning Disability PDF
Form - Medical certificate of disability
PDF
Information sheet - Bilateral agreements - Switzerland/EU PDF
The conversion rate - Brochure PDF
Information sheet - Continued post-retirement-age insurance PDF

Everything you need to know about your company's occupational benefit scheme

General information about your pension fund at a glance.

Good to know
Helvetia - News on the 2nd pillar
Information sheet - Swiss social insurance schemes 2020 PDF
Information sheet - Swiss social insurance schemes 2019 PDF
Information sheet - Unemployment PDF
Information sheet - Employee benefit accounts PDF
Information sheet - Full insurance surplus system PDF
Information sheet - Full insurance surplus statement PDF
Information sheet - Helvetia case management PDF
Information sheet - References LOB Helvetia PDF
Brochure - Helvetia full insurance PDF
Brochure - Helvetia LOB Invest PDF
Brochure - Cadre occupational benefit scheme PDF
Information sheet - Security for retirement assets and pensions PDF
Information sheet - Occupational benefit scheme variations
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

* The General Regulation Provisions of all foundations have been revised and made clearer and more readable. The annexes to the General Regulation Provisions (organization and partial liquidation regulations) are also managed as separate regulations. The numbering in benefit plans issued before 01.01.2020 may therefore differ from the numbering in General Regulation Provisions issued at a later date. In such cases, please refer to the subject sections.

Board of trustees
Form - Minutes regarding the election of the board of trustees PDF
Information sheet - Board of trustees PDF
Contract administration
Form - Alternation or prolongation of the contract of association PDF
Current information in connection with the coronavirus
Leaflet - Information on benefits PDF
Leaflet - Information on short-time working and pension fund benefits PDF
Leaflet - Information on employer contribution reserves in the pension fund PDF
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