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Occupational benefit. Information for employees.

If you are insured with our collective foundations, you will – as an employee – have regular contact with us. On this page you can find information about all these events and fill in the necessary forms as needed.

Entering the company

Joining a new pension fund

When joining a new company you become affiliated with a new pension fund. If you already made contributions to an occupational benefit scheme in a previous job, you are entitled to the assets from it, known as termination or vested benefits. These must be paid in to the new pension fund.

Pension issues during employment

Payment details
Bank details Helvetia Group Foundation
Bank details Helvetia Pris­ma Group Foundation
Bank details Helvetia LOB Invest Group Foundation
Purchases in the pension fund
Information sheet - Purchase of pension fund benefits PDF
Form - Application to buy into pension fund
Family and partnership
Information sheet - Partner PDF
Form - Registration for a partner's pension
Form - Dissolution of partnership
Form - Order of beneficiaries
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
General regulation provisions Helvetia Group Foundation*
General regulation provisions 2022 - Helvetia Group Foundation PDF
– Organization rules - Helvetia Group Foundation PDF
– Partial liquidation rules - Helvetia Group Foundation PDF
General regulation provisions Helvetia Prisma Group Foundation*
General regulation provisions 2022 - Helvetia Prisma Group Foundation (retirement capital) PDF
General regulation provisions 2022 - 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 Helvetia LOB Invest Group Foundation*
General regulation provisions 2022 - 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.

Incapacity to work
Form - Incapacity to Work or Earning Disability
Form - Medical certificate of disability
PDF
Information sheet - "Further development of disability insurance IV" reform programme PDF
Good to know
Information sheet - Promotion of home ownership PDF
Form - Promotion of home ownership
Helvetia - News on the 2nd pillar
Information sheet - Swiss social insurance schemes 2021 PDF
Information sheet - Swiss social insurance schemes 2022 PDF
Security for retirement assets and pensions PDF

Leaving a company

When leaving a company you also leave its pension fund. You are entitled to the termination or vested benefits.

Case 1: You join a new pension fund

If you start a new job at a different company, you will join that company's pension fund. The vested benefits will thus be transferred from the old to the new occupational benefits institution.

Leaving the pension fund
Form - Unemployment

Case 2: You need a vested benefits solution

If you are temporarily unemployed (e.g. owing to further education, becoming a parent, a stay abroad, unemployment) and do not yet know who your next employer will be, the pension fund assets must be transferred to a vesting institution by law. This means that your benefit cover in the 2nd pillar is retained. You can also transfer your savings to a vesting institution if you take up self-employment and are no longer subject to the occupational benefit scheme.

Our vested benefit solutions
Brochure - Vested benefits solutions PDF
Treaty - vested benefits policy PDF
STI - vested benefit policies PDF
Form - notification of a death PDF
Form - redemption vested benefits policy PDF
Unemployment
Information sheet - Unemployment PDF
Information sheet - Continued Insurance Art. 47a LOB PDF
Supplementary Conditions Helvetia LOB Invest - Continued Insurance Art. 47a LOB PDF
Supplementary Conditions Helvetia Group Foundation - Continued Insurance Art. 47a LOB PDF

Case 3: You are requesting that your vested benefits be paid out

If you take up self-employment in Switzerland or if you are emigrating from Switzerland, your vested benefits can be paid out in cash. The following information sheet explains the provisions and restrictions you must observe for emigration and in particular with regard to 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
Information sheet - Early retirement PDF
Form - Purchase for early retirement
Information sheet - Early retirement models for the construction industry PDF
Form - Industry-specific early retirement solution
Supplementary Conditions Helvetia LOB Invest – Industry-specific early retirement solution PDF
Supplementary Conditions Helvetia Group Foundation – Industry-specific early retirement solution PDF
Conversion rates
Brochure - Conversion rate PDF
Conversion rates Helvetia Group Foundation 2022/2023 PDF
Conversion rates Helvetia LOB Invest Group Foundation as of 2022 - for insured persons as of 2020 PDF
Conversion rates Helvetia LOB Invest Group Foundation 2022–2024 - for insured persons bevor 2020 PDF
Conversion rates Helvetia Prisma Group Foundation 2022/2023 PDF

Current information on the coronavirus for occupational benefit scheme

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