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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.

BVGonline – reporting personnel changes efficiently

BVGonline offers you the entire range of online services that assist you in the administration of your occupational benefits plan. You can access your contractual and accounting data, you can carry out all types of changes and you can retrieve exactly those documents which you need.

HR administration

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

In certain cases (e.g. in the case of very high insured benefits) the registration for insurance requires a risk assessment. We will inform you after notification if your new member of staff is subject to a risk assessment and we will request that you give your employee the following risk assessment form.

Admittance to the pension fund
Form - entry of a new employee PDF
Form - supplementary information PDF
Staff updates
Form - amendments (salary, ...) PDF
Form - suspension or resumption of work PDF
Information sheet - unpaid leave PDF
Form - notification of unpaid leave PDF
Form - announcement of death PDF
Form - incapacity to work PDF
Leaving the pension fund
Form - termination of employment PDF
Information sheet - early retirement PDF
Form - early retirement or partial retirement PDF
Information sheet - bilateral agreements – Switzerland/EU 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 2018 PDF
Information sheet - Swiss social insurance schemes 2017 PDF
Information sheet - employee benefit accounts PDF
Information sheet - surplus system group life PDF
Information sheet - surplus statement PDF
Information sheet - Helvetia case management PDF
Information sheet - references LOB Helvetia PDF
Information sheet - arguments Helvetia full insurance PDF
Information sheet - arguments Helvetia BVG Invest PDF
Information sheet - security for retirement assets and pensions PDF
Information sheet - occupational benefit scheme variations
Pension fund regulations (general regulation provisions)
Helvetia Group Foundation 2017 PDF
Helvetia Group Foundation 2018 PDF
Helvetia Prisma Group Foundation (retirement capital) 2017 PDF
Helvetia Prisma Group Foundation (retirement capital) 2018 PDF
Helvetia Prisma Group Foundation (retirement pension) 2017 PDF
Helvetia Prisma Group Foundation (retirement pension) 2018 PDF
Helvetia LOB Invest Group Foundation 2017 PDF
Helvetia LOB Invest Group Foundation 2018 PDF
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
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