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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.

Group foundations and pension solutions

You can find all the documents and information for the respective pension solution/group foundation here:

Helvetia Group foundations
Helvetia LOB Invest Group Foundation – Semi-autonomous pension solution EN   FR   IT   DE  
Helvetia Group Foundation – Full insurance EN   FR   IT   DE  
Helvetia Prisma Group Foundation – Full Cadre employee benefit insurance EN   FR   IT   DE  
Helvetia LOB Invest Group Foundation – Semi-autonomous pension solution
EN   FR   IT   DE  
Helvetia Group Foundation – Full insurance
EN   FR   IT   DE  
Helvetia Prisma Group Foundation – Full Cadre employee benefit insurance
EN   FR   IT   DE  
Pension solution 1e
Helvetia Cadre Employee Benefit Scheme 1e EN   FR   IT   DE  
Helvetia Cadre Employee Benefit Scheme 1e
EN   FR   IT   DE  

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
Explanation of projected interest rate EN   FR   IT   DE  
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
Explanation of projected interest rate
EN   FR   IT   DE  
Information sheet - Board of trustees
EN   FR   IT   DE   PDF
Form - Minutes regarding the election of the board of trustees
EN   FR   IT   DE  
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
Information sheet - Suspension of Work EN   FR   IT   DE   PDF
Helvetia - News on the 2nd pillar EN   FR   IT   DE  
Information sheet - Swiss social insurance schemes 2023 EN   FR   IT   DE   PDF
Information sheet - Swiss social insurance schemes 2024 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
Information sheet - Suspension of Work
EN   FR   IT   DE   PDF
Helvetia - News on the 2nd pillar
EN   FR   IT   DE  
Information sheet - Swiss social insurance schemes 2023
EN   FR   IT   DE   PDF
Information sheet - Swiss social insurance schemes 2024
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 - Termination of employment EN   FR   IT   DE  
Form - Termination of employment
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
Information sheet - Unemployment
EN   FR   IT   DE   PDF
Information sheet - 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  
Information sheet - Deferred retirement 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  
Information sheet - Deferred retirement
EN   FR   IT   DE   PDF