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Occupational benefit. Information for employers.

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 or HR officer for the organization and administration of your occupational benefit scheme.

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  
Other pension solutions
Helvetia Cadre Employee Benefit Scheme 1e EN   FR   IT   DE  
Solutions for employee benefit schemes EN   FR   IT   DE  
Helvetia Cadre Employee Benefit Scheme 1e
EN   FR   IT   DE  
Solutions for employee benefit schemes
EN   FR   IT   DE  

HR administration

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

Submit documents online

The signed forms you want to send us online can be uploaded here.
Upload document
Tools and Services
Video - Employee benefit administration. BVGonline, a service of Helvetia EN   FR   IT   DE  
Information sheet - BVGonline EN   FR   IT   DE   PDF
Information sheet - ELM for LOB EN   FR   IT   DE   PDF
Leaflet - ELM for LOB – Instructions for data transmission EN   FR   IT   DE   PDF
Video - Employee benefit administration. BVGonline, a service of Helvetia
EN   FR   IT   DE  
Information sheet - BVGonline
EN   FR   IT   DE   PDF
Information sheet - ELM for LOB
EN   FR   IT   DE   PDF
Leaflet - ELM for LOB – Instructions for data transmission
EN   FR   IT   DE   PDF
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  
Admittance to the pension fund
Form - Entry of a new employee EN   FR   IT   DE  
Leaflet - Transferring termination benefit EN   FR   IT   DE   PDF
Form - Entry of a new employee
EN   FR   IT   DE  
Leaflet - Transferring termination benefit
EN   FR   IT   DE   PDF
Staff updates
Leaflet - Salary reporting EN   FR   IT   DE   PDF
Form - Amendments (Salary, ...) EN   FR   IT   DE  
Information sheet - Interruption of work by seasonally employed persons EN   FR   IT   DE   PDF
Form - Interruption of work by seasonally employed persons EN   FR   IT   DE  
Form - Resumption of work EN   FR   IT   DE  
Information sheet - Unpaid leave EN   FR   IT   DE   PDF
Form - Notification of unpaid leave EN   FR   IT   DE  
Form - Incapacity to Work or Earning Disability EN   FR   IT   DE  
Form - Medical certificate of disability FR   IT   DE   PDF
Prevention - Mental health EN   FR   IT   DE  
Case management EN   FR   IT   DE  
Leaflet - Salary reporting
EN   FR   IT   DE   PDF
Form - Amendments (Salary, ...)
EN   FR   IT   DE  
Information sheet - Interruption of work by seasonally employed persons
EN   FR   IT   DE   PDF
Form - Interruption of work by seasonally employed persons
EN   FR   IT   DE  
Form - Resumption of work
EN   FR   IT   DE  
Information sheet - Unpaid leave
EN   FR   IT   DE   PDF
Form - Notification of unpaid leave
EN   FR   IT   DE  
Form - Incapacity to Work or Earning Disability
EN   FR   IT   DE  
Form - Medical certificate of disability
FR   IT   DE   PDF
Prevention - Mental health
EN   FR   IT   DE  
Case management
EN   FR   IT   DE  
Leaving the pension fund
Form - Termination of employment EN   FR   IT   DE  
Information sheet - Early retirement EN   FR   IT   DE   PDF
Form - Flexible 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
Form - Deferral of retirement benefits (without savings contributions) Art. 13b LOB EN   FR   IT   DE  
Form - Continued insurance (with savings contributions) Art. 33b LOB EN   FR   IT   DE  
Information sheet - Unemployment EN   FR   IT   DE   PDF
Information sheet - Continued Insurance Art. 47a LOB EN   FR   IT   DE   PDF
Brochure - Vested benefits solutions EN   FR   IT   DE   PDF
Information sheet - Cash payment of termination benefit EN   FR   IT   DE   PDF
Form - Announcement of death EN   FR   IT   DE  
Form - Entitlement to a share of free funds EN   FR   IT   DE  
Form - Termination of employment
EN   FR   IT   DE  
Information sheet - Early retirement
EN   FR   IT   DE   PDF
Form - Flexible 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
Form - Deferral of retirement benefits (without savings contributions) Art. 13b LOB
EN   FR   IT   DE  
Form - Continued insurance (with savings contributions) Art. 33b LOB
EN   FR   IT   DE  
Information sheet - Unemployment
EN   FR   IT   DE   PDF
Information sheet - Continued Insurance Art. 47a LOB
EN   FR   IT   DE   PDF
Brochure - Vested benefits solutions
EN   FR   IT   DE   PDF
Information sheet - Cash payment of termination benefit
EN   FR   IT   DE   PDF
Form - Announcement of death
EN   FR   IT   DE  
Form - Entitlement to a share of free funds
EN   FR   IT   DE  

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 EN   FR   IT   DE  
Information sheet - Swiss social insurance schemes 2024 EN   FR   IT   DE   PDF
Information sheet - Swiss social insurance schemes 2025 EN   FR   IT   DE   PDF
Information sheet - "Further development of disability insurance IV" reform programme EN   FR   IT   DE   PDF
Video - Pension models EN   FR   IT   DE  
Information sheet - Your insurance certificate explained EN   FR   IT   DE   PDF
Explanation of projected interest rate EN   FR   IT   DE  
Helvetia - News on the 2nd pillar
EN   FR   IT   DE  
Information sheet - Swiss social insurance schemes 2024
EN   FR   IT   DE   PDF
Information sheet - Swiss social insurance schemes 2025
EN   FR   IT   DE   PDF
Information sheet - "Further development of disability insurance IV" reform programme
EN   FR   IT   DE   PDF
Video - Pension models
EN   FR   IT   DE  
Information sheet - Your insurance certificate explained
EN   FR   IT   DE   PDF
Explanation of projected interest rate
EN   FR   IT   DE  
Contract administration
Information sheet - Contribution invoice 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 - Employee benefit accounts EN   FR   IT   DE   PDF
Information sheet - Contribution invoice
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 - Employee benefit accounts
EN   FR   IT   DE   PDF

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Further information
Relevant publications and forms for employees
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