To make sure that you can manage your banking on time at the turn of the year, please bear the following information in mind.

Written payment orders must reach our processing center by Friday, 28 December 2018. Payment orders must be requested in UBS e-banking, UBS Mobile Banking or on a UBS Multimat by Friday, 28 December 2018 so that the payment can still be executed in 2018.

The following are the maximum contributions for 2018:

  • Employed with a pension fund:
    maximum of 6,768 Swiss francs
  • Employed without a pension fund: 20% of the employee's income, up to a maximum of 33,840 Swiss francs

Payments contributed to the pillar 3a pension solutions:

  • Please arrange transfer orders from other banks or PostFinance by Friday, 21 December 2018.
  • Payments at the counter will be accepted until Monday, 31 December 2018. Please bear the branch opening times in mind.

Withdrawals from UBS Fisca that should still be executed in 2018:

  • Complete transfer/payment orders must be received by the Fisca Pension Fund Foundation by Friday, 14 December 2018.

You can view our branch opening times for the Christmas/New Year season 2018/2019 online.

Think about redeeming your paper checks and ePoints that expire in December 2018 with our partners or in the KeyClub eStore by the end of the year.

Do you still receive your banking documents and credit/prepaid card statements in paper format?
Switch to digital delivery now in just a few clicks in UBS Digital Banking. Then, you can access your banking documents whenever you want and also benefit from reduced account maintenance and package prices. Find more information at ubs.com/digital-standard.

Good to know: Log into the UBS Access App without a card reader

With the turn of the year from 2018 to 2019, your accounts and security accounts as well as other banking transactions will be settled. Please keep these documents for when you fill out your tax declaration. The following table shows you when you will receive which document:

Product

Product

Documentation for year-end account settlement

Documentation for year-end account settlement

Delivery

Delivery

Product

UBS Private Accounts / UBS Savings Accounts / UBS Private Current Accounts

Documentation for year-end account settlement

Account and tax statements

Delivery

in January*

Product

UBS Fisca
3A / UBS Fiscalife

Documentation for year-end account settlement

Account and tax statements

Delivery

in January

Product

UBS Fiscalife

Documentation for year-end account settlement

Track record

Delivery

in February

Product

UBS Vested Benefits Account

Documentation for year-end account settlement

Asset statement

Delivery

by end of January

Product

UBS Investment Fund Account

Documentation for year-end account settlement

Investment fund account statement
Investment fund account tax statement

Delivery

by mid-January*
in February**

Product

UBS Prepaid/Prepaid Card account

Documentation for year-end account settlement

Tax statement

Delivery

by the beginning of February

Product

UBS Wealth disclosure

Documentation for year-end account settlement

Wealth disclosure

Delivery

by mid-January*

Product

UBS tax statement Switzerland

Documentation for year-end account settlement

Tax statement

Delivery

from mid-February**

Product

UBS Mortgage

Documentation for year-end account settlement

Tax statement

Delivery

in January

Product

UBS retained mail service

Documentation for year-end account settlement

Wealth disclosure / account statement***

Delivery

by end of January

 

*With UBS e-banking or UBS Mobile Banking, you can already view the settlements/end values/statements from 1 January 2019 (E-banking > Mailbox > Banking documents). Switch to electronic banking documents now in digital banking. Find out more under point five.

**Is delivered as soon as the official tax rate is available.

***This is compulsory for clients with an agreement through the UBS retained mail service that have neither received their post in 2018, had duplicates of their bank correspondence sent to a receiver nor called up their banking information in UBS e-banking.