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Informationenen für Arbeitnehmer

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 EN   FR   IT   DE  
Bank details Helvetia Pris­ma Group Foundation EN   FR   IT   DE  
Bank details Helvetia LOB Invest Group Foundation EN   FR   IT   DE  
Bank details Helvetia Group Foundation
EN   FR   IT   DE  
Bank details Helvetia Pris­ma Group Foundation
EN   FR   IT   DE  
Bank details Helvetia LOB Invest Group Foundation
EN   FR   IT   DE  
Purchases in the pension fund
Information sheet - Purchase of pension fund benefits EN   FR   IT   DE   PDF
Form - Application to buy into pension fund EN   FR   IT   DE  
Information sheet - Purchase of pension fund benefits
EN   FR   IT   DE   PDF
Form - Application to buy into pension fund
EN   FR   IT   DE  
Family and partnership
Information sheet - Partner EN   FR   IT   DE   PDF
Form - Registration for a partner's pension EN   FR   IT   DE  
Form - Dissolution of partnership EN   FR   IT   DE  
Form - Order of beneficiaries EN   FR   IT   DE  
Information sheet - Divorce EN   FR   IT   DE   PDF
Information sheet - Partner
EN   FR   IT   DE   PDF
Form - Registration for a partner's pension
EN   FR   IT   DE  
Form - Dissolution of partnership
EN   FR   IT   DE  
Form - Order of beneficiaries
EN   FR   IT   DE  
Information sheet - Divorce
EN   FR   IT   DE   PDF
Your documents
Information sheet - Your insurance certificate explained EN   FR   IT   DE   PDF
Information sheet - Board of trustees EN   FR   IT   DE   PDF
Form - Minutes regarding the election of the board of trustees EN   FR   IT   DE  
Information sheet - Your insurance certificate explained
EN   FR   IT   DE   PDF
Information sheet - Board of trustees
EN   FR   IT   DE   PDF
Form - Minutes regarding the election of the board of trustees
EN   FR   IT   DE  
General regulation provisions Helvetia Group Foundation*
Video - Pension fund regulations EN   FR   IT   DE  
General regulation provisions 2023 - Helvetia Group Foundation EN   FR   IT   DE   PDF
– Organization rules - Helvetia Group Foundation EN   FR   IT   DE   PDF
– Partial liquidation rules - Helvetia Group Foundation EN   FR   IT   DE   PDF
Video - Pension fund regulations
EN   FR   IT   DE  
General regulation provisions 2023 - Helvetia Group Foundation
EN   FR   IT   DE   PDF
– Organization rules - Helvetia Group Foundation
EN   FR   IT   DE   PDF
– Partial liquidation rules - Helvetia Group Foundation
EN   FR   IT   DE   PDF
General regulation provisions Helvetia Prisma Group Foundation*
Video - Pension fund regulations EN   FR   IT   DE  
General regulation provisions 2023 - Helvetia Prisma Group Foundation (retirement capital) EN   FR   IT   DE   PDF
General regulation provisions 2023 - Helvetia Prisma Group Foundation (retirement pension) EN   FR   IT   DE   PDF
– Organization rules - Helvetia Prisma Group Foundation EN   FR   IT   DE   PDF
– Partial liquidation rules - Helvetia Prisma Group Foundation EN   FR   IT   DE   PDF
Video - Pension fund regulations
EN   FR   IT   DE  
General regulation provisions 2023 - Helvetia Prisma Group Foundation (retirement capital)
EN   FR   IT   DE   PDF
General regulation provisions 2023 - Helvetia Prisma Group Foundation (retirement pension)
EN   FR   IT   DE   PDF
– Organization rules - Helvetia Prisma Group Foundation
EN   FR   IT   DE   PDF
– Partial liquidation rules - Helvetia Prisma Group Foundation
EN   FR   IT   DE   PDF
General regulation provisions Helvetia LOB Invest Group Foundation*
Video - Pension fund regulations EN   FR   IT   DE  
General regulation provisions 2023 - Helvetia LOB Invest Group Foundation EN   FR   IT   DE   PDF
– Organization rules - Helvetia LOB Invest Group Foundation EN   FR   IT   DE   PDF
– Partial liquidation rules - Helvetia LOB Invest Group Foundation EN   FR   IT   DE   PDF
– Investment Rules - Helvetia LOB Invest Group Foundation EN   FR   IT   DE   PDF
Video - Pension fund regulations
EN   FR   IT   DE  
General regulation provisions 2023 - Helvetia LOB Invest Group Foundation
EN   FR   IT   DE   PDF
– Organization rules - Helvetia LOB Invest Group Foundation
EN   FR   IT   DE   PDF
– Partial liquidation rules - Helvetia LOB Invest Group Foundation
EN   FR   IT   DE   PDF
– Investment Rules - Helvetia LOB Invest Group Foundation
EN   FR   IT   DE   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 EN   FR   IT   DE  
Form - Medical certificate of disability FR   IT   DE   PDF
Information sheet - "Further development of disability insurance IV" reform programme EN   FR   IT   DE   PDF
Form - Incapacity to Work or Earning Disability
EN   FR   IT   DE  
Form - Medical certificate of disability
FR   IT   DE   PDF
Information sheet - "Further development of disability insurance IV" reform programme
EN   FR   IT   DE   PDF
Good to know
Information sheet - Promotion of home ownership EN   FR   IT   DE   PDF
Form - Promotion of home ownership EN   FR   IT   DE  
Information sheet - Unpaid leave EN   FR   IT   DE   PDF
Helvetia - News on the 2nd pillar EN   FR   IT   DE  
Information sheet - Swiss social insurance schemes 2022 EN   FR   IT   DE   PDF
Information sheet - Swiss social insurance schemes 2023 EN   FR   IT   DE   PDF
Video - Pension models EN   FR   IT   DE  
Information sheet - Security for retirement assets and pensions EN   FR   IT   DE   PDF
Information sheet - Funding ratio of semi-autonomous collective foundations EN   FR   IT   DE   PDF
Information sheet - Promotion of home ownership
EN   FR   IT   DE   PDF
Form - Promotion of home ownership
EN   FR   IT   DE  
Information sheet - Unpaid leave
EN   FR   IT   DE   PDF
Helvetia - News on the 2nd pillar
EN   FR   IT   DE  
Information sheet - Swiss social insurance schemes 2022
EN   FR   IT   DE   PDF
Information sheet - Swiss social insurance schemes 2023
EN   FR   IT   DE   PDF
Video - Pension models
EN   FR   IT   DE  
Information sheet - Security for retirement assets and pensions
EN   FR   IT   DE   PDF
Information sheet - Funding ratio of semi-autonomous collective foundations
EN   FR   IT   DE   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 EN   FR   IT   DE  
Form - Unemployment
EN   FR   IT   DE  

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 EN   FR   IT   DE   PDF
Treaty - vested benefits policy EN   FR   IT   DE   PDF
STI - vested benefit policies EN   FR   IT   DE   PDF
Form - notification of a death EN   FR   IT   DE  
Form - redemption vested benefits policy EN   FR   IT   DE  
Form - Change in the order of beneficiaries EN   FR   IT   DE  
Brochure - Vested benefits solutions
EN   FR   IT   DE   PDF
Treaty - vested benefits policy
EN   FR   IT   DE   PDF
STI - vested benefit policies
EN   FR   IT   DE   PDF
Form - notification of a death
EN   FR   IT   DE  
Form - redemption vested benefits policy
EN   FR   IT   DE  
Form - Change in the order of beneficiaries
EN   FR   IT   DE  
Unemployment
Information sheet - Unemployment EN   FR   IT   DE   PDF
Information sheet - Continued Insurance Art. 47a LOB EN   FR   IT   DE   PDF
Supplementary Conditions Helvetia LOB Invest - Continued Insurance Art. 47a LOB EN   FR   IT   DE   PDF
Supplementary Conditions Helvetia Group Foundation - Continued Insurance Art. 47a LOB EN   FR   IT   DE   PDF
Information sheet - Unemployment
EN   FR   IT   DE   PDF
Information sheet - Continued Insurance Art. 47a LOB
EN   FR   IT   DE   PDF
Supplementary Conditions Helvetia LOB Invest - Continued Insurance Art. 47a LOB
EN   FR   IT   DE   PDF
Supplementary Conditions Helvetia Group Foundation - Continued Insurance Art. 47a LOB
EN   FR   IT   DE   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 EN   FR   IT   DE   PDF
Information sheet - Bilateral agreements Switzerland/EU
EN   FR   IT   DE   PDF

Retirement

What you need to know
Information sheet - Capital or pension EN   FR   IT   DE   PDF
Form - Capital option EN   FR   IT   DE  
Information sheet - Early retirement EN   FR   IT   DE   PDF
Form - Purchase for early retirement EN   FR   IT   DE  
Information sheet - Early retirement models for the construction industry EN   FR   IT   DE   PDF
Form - Industry-specific early retirement solution EN   FR   IT   DE  
Supplementary Conditions Helvetia LOB Invest - Industry-specific early retirement solution EN   FR   IT   DE   PDF
Supplementary Conditions Helvetia Group Foundation - Industry-specific early retirement solution EN   FR   IT   DE   PDF
Information sheet - Capital or pension
EN   FR   IT   DE   PDF
Form - Capital option
EN   FR   IT   DE  
Information sheet - Early retirement
EN   FR   IT   DE   PDF
Form - Purchase for early retirement
EN   FR   IT   DE  
Information sheet - Early retirement models for the construction industry
EN   FR   IT   DE   PDF
Form - Industry-specific early retirement solution
EN   FR   IT   DE  
Supplementary Conditions Helvetia LOB Invest - Industry-specific early retirement solution
EN   FR   IT   DE   PDF
Supplementary Conditions Helvetia Group Foundation - Industry-specific early retirement solution
EN   FR   IT   DE   PDF
Conversion rates
Brochure - Conversion rate EN   FR   IT   DE   PDF
Conversion rates Helvetia Group Foundation 2022/2023 EN   FR   IT   DE   PDF
Conversion rates Helvetia LOB Invest Group Foundation as of 2022 - for insured persons as of 2020 EN   FR   IT   DE   PDF
Conversion rates Helvetia LOB Invest Group Foundation 2022–2024 - for insured persons bevor 2020 EN   FR   IT   DE   PDF
Conversion rates Helvetia Prisma Group Foundation 2022/2023 EN   FR   IT   DE   PDF
Brochure - Conversion rate
EN   FR   IT   DE   PDF
Conversion rates Helvetia Group Foundation 2022/2023
EN   FR   IT   DE   PDF
Conversion rates Helvetia LOB Invest Group Foundation as of 2022 - for insured persons as of 2020
EN   FR   IT   DE   PDF
Conversion rates Helvetia LOB Invest Group Foundation 2022–2024 - for insured persons bevor 2020
EN   FR   IT   DE   PDF
Conversion rates Helvetia Prisma Group Foundation 2022/2023
EN   FR   IT   DE   PDF

Current information on the coronavirus for occupational benefit scheme

Current information in connection with the coronavirus
Leaflet - Information on benefits EN   FR   IT   DE   PDF
Leaflet - Information on benefits
EN   FR   IT   DE   PDF