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Opening a UBS vested benefits account
You can open a vested benefits account in the following circumstances:
When the employee’s contract of employment is terminated but the accrued vested benefits cannot be transferred immediately to the new pension scheme, or can only be transferred in part.
In the event of a reduction in salary to below the minimum insurance threshold. (19,350 CHF as of 2005)
Online account opening with UBS FZweb:You can enter all the data required to open the account in an online account opening form. Transferring the data electronically to the UBS Vested Benefits Foundation speeds up the account opening process. In addition, you can print out a copy of the form and keep it for your records. The information entered in the forms is encrypted before forwarding to the UBS Vested Benefits Foundation. Once the data has been received, the Foundation checks and processes the information and obtains written confirmation (signature) from the member concerned by post. | | Account opening by post:You can print out the application and send the completed version to us. Vested Benefits Foundation of UBS AG Once the form has been received, UBS Vested Benefits Foundation checks the information that has been given. If the member has not yet signed the account-opening application, the Foundation obtains written confirmation (signature) from the member concerned by post. |
Transferral of the vested benefits to the collective account of the UBS Vested Benefits Foundation may be carried out via e-banking or by means of a payment slip.
Bank account:
| | Post office account:
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The UBS Vested Benefits Foundation then credits the amount to the member's individual vested benefits account and sends confirmation to you and to the member.
Important legal information - please read the disclaimer before proceeding.
Products and services in these webpages are not available for US persons, for the exclusion of residents of other nations see the disclaimers relating to the actual services.
© UBS 1998-2008. All rights reserved.
