Forms and Documents Forms, applications and leaflets for your pension All forms, product factsheets and other documents around your retirement are available as PDF files below. Top 5 Downloads Fisca account 3a - Product information sheet Unrestricted retirement account 3b - Product information sheet Vested benefits account - Product information sheet (2nd pillar) Request to open a vested benefits account and transfer termination benefits (2nd pillar) Transfer/withdrawal request (2nd pillar) 2nd pillar Forms Request to open a vested benefits account and transfer termination benefits Change of address for the UBS vested benefits account Transfer/withdrawal request Request to withdraw retirement benefits to finance your own home Change in order of beneficiaries Securities investments with the UBS vested benefits account Risk capacity assessment Product information sheets Vested benefits account Vested benefits custody account Regulations Regulations of the UBS Vested Benefits Foundation Fee regulations of the UBS Vested Benefits Foundation 3rd pillar Forms Request to transfer Pillar 3a retirement savings Fisca standing order form Transfer/withdrawal request Request to withdraw retirement benefits to finance your own home Change of order of beneficiaries Fisca custody account product investment instruction Product information sheets Fisca account 3a Fisca custody account 3a Regulations Regulations of the UBS Fisca Pension Fund Foundation Vitainvest Investment Funds Information Fund prospectus with integrated fund contract Information sheet Vitainvest World/Swiss funds Quarterly report – Vitainvest funds Live insurance Product information sheets Swiss Life Protection Replacement Income Swiss Life Protection Dependants’ Cover Swiss Life FlexSave Swiss Life Calmo Do you have questions or would you rather have a document sent to you by mail? Just contact us: Contact us 061 276 38 10 Monday to Friday 8 a.m.-6 p.m. Arrange appointment Our experts are there to help you. Branches Visit a branch near you.