To transfer your pillar 3a assets, fill out the “Assignment for the transfer of pillar 3a retirement assets” form and send it to your previous pillar 3a institution.

Assignment for the transfer of pillar 3a retirement assetspdf, 88 KB

Your previous pillar 3a institution will then transfer your assets to the Fisca Pension Fund Foundation of UBS AG. Upon receipt of the 3a assets in the collective account of the Fisca Pension Fund Foundation, we will book them to your personal UBS Pillar 3a Retirement Savings Account.