Vested benefits account

Park your pension fund assets safely

Your benefits with the vested benefits account


Assets, interest and capital earnings are tax-exempt until withdrawal.

Park your money safely

Should you take a career break, change jobs or move abroad.

Early withdrawal

To build, buy or renovate a home of your own, for example.

Vested benefits account at a glance

The UBS Vested Benefits Account lets you secure your retirement savings between two stages in your life.

  • Higher potential returns with sustainable UBS Vitainvest investment funds (vested benefits custody account)
  • Annual interest credit
  • Account management fees from just CHF 3 per month (first two months free of charge)
  • No notice periods

Three steps to the vested benefits account

Step 01

Download the PDF form

Open the form by clicking “Download form now.”

Step 02

Fill out the opening form

Send the completed and signed form to your existing vested benefits foundation or pension fund.

Step 03

Use the account

Your pension fund or vested benefits foundation will prepare a termination settlement and transfer your assets to the UBS vested benefits foundation.*


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