Downloads

Brochures and Regulations

Zugerberg Finanz

Vested Benefits

Vested Benefits Information sheets

Information sheet Payment of the vested benefits for renovations of owner-occupied residential property (ZFVB)
Information sheet Benefit in the event of death (ZFVB)
Information sheet Repayment of the advance withdrawal for owner-occupied residential property (ZFVB)
Information sheet Advance withdrawal for owner-occupied residential property (ZFVB)

Zugerberg Vested Benefits Foundation Forms

Payout Vested benefits account upon reaching retirement age / in the event of disability / with start of self-employment / upon definitive emigration from Switzerland (ZVBF & WVBF)
Disbursement in the event of death (ZVBF)
Power of attorney for vested benefits credit (ZVBF)
Advance withdrawal for owner-occupied residential property (ZVBF)
Transfer to a pension scheme or other vested benefits foundation (ZVBF)
Amendment of the beneficiary order in the event of death (ZVBF)

Wildspitz Vested Benefits Foundation Forms

Payout Vested benefits account upon reaching retirement age / in the event of disability / with start of self-employment / upon definitive emigration from Switzerland (ZVBF & WVBF)
Disbursement in the event of death (WVBF)
Power of attorney for vested benefits credit (WVBF)
Advance withdrawal for owner-occupied residential property (WVBF)
Transfer to a pension scheme or other vested benefits foundation (WVBF)
Amendment of the beneficiary order in the event of death (WVBF)

3a Pension Provision

Regulations Zugerberg Pillar 3a Foundation

Information sheets on 3a pension provision

Information sheet Advance withdrawal for owner-occupied residential property (3a)
Information sheet Payout of pension assets upon reaching withdrawal age (3a)
Information sheet Benefit in the event of death (3a)
Information sheet Payment of pension assets upon leaving Switzerland permanently (3a)
Information sheet Advance withdrawal for taking up self-employment (3a)
Information sheet Payment of the pension assets for renovations of owner-occupied residential property (3a)

Zugerberg 3a Retirement Savings Foundation application forms

Advance withdrawal for owner-occupied residential property
Disbursement in the event of death (3a)
Power of attorney for 3a pension assets (3a)
Transfer to another 3a pension scheme or pension fund (3a)
Disbursement of vested benefits credit in the event of disability (3a)
Disbursement of vested benefits credit upon reaching the pension age (3a)
Disbursement of pension assets upon leaving Switzerland permanently (3a)
Payment of pension assets when taking up self-employment in Switzerland (3a)
Amendment of the beneficiary order in the event of death (3a)