How can I open a vested benefits account (pillar 2)?

If you take a break from or leave your job in Switzerland, you can deposit your pension fund assets in a vested benefits account.

To open a vested benefits account, complete the application form and send it to your current pension fund or vested benefits foundation.

Your pension fund or vested benefits foundation then creates a calculation of termination benefits and transfers your assets to the Vested Benefits Foundation of UBS. After your assets have been transferred, we’ll open the vested benefits account and register your assets. You’ll receive an advice of credit with your account number as payment confirmation.