Important documentation for you - PensFree and UBS Zürich

PensFree und UBS Switzerland AG

Would you like to know what you need to do to simply apply for a vested benefits custody account with the custodian bank UBS Switzerland AG?

To open a vested benefits account, please fill out the following forms «Retirement Benefits Agreement» and «Strategy sheet» below and send the documents directly to: info@pensfree.ch. Please submit the payment instructions to your previous pension fund or vested benefits institution.

We are happy to answer any questions you may have.

Downloads

Retirement Benefits Agreement

Strategy sheet «Individual»

Strategy sheet «Mixed Assets»

Payment Instructions
Performance overview of Investment Foundations at UBS
Pension Fund Regulations

Investment Regulations

Schedule of fees

Further forms

Application for cash payment

Beneficiaries in the event of Death
Application for cash payment due to self-employment

Application for advance withdrawal / pledging

Application for Cash payment of the retirement capital

Contacts

Teodora Toma
Partner, Head of Advisory Vested Benefits & 3a, Managing Director Pens3a
Roland Sager
Relationship Manager
Muala Musli
Relationship Manager
Dennis Volkart
Relationship Manager
Livio Candrian
Relationship Manager