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  • Downloads

    Online forms and downloads

    You will find the right documents here to open an account, choose the securities savings option, and much more.
    Brochures/Information sheets
    Don't forget your retirement assets EN   DE   FR   IT   PDF
    What is a vested benefits account? EN   DE   FR   IT   PDF
    Advance withdrawal/pledging information sheet EN   DE   FR   IT   PDF
    Securities savings EN   DE   FR   IT   PDF
    Don't forget your retirement assets
    EN   DE   FR   IT   PDF
    What is a vested benefits account?
    EN   DE   FR   IT   PDF
    Advance withdrawal/pledging information sheet
    EN   DE   FR   IT   PDF
    Securities savings
    EN   DE   FR   IT   PDF
    Forms
    Notification of changes EN   DE   FR   IT  
    Application to close EN   DE   FR   IT  
    Application for the opening of a vested benefit account EN   DE   FR   IT  
    Application for continuation of the vested benefits account after reaching the OASI age of retirement EN   DE   FR   IT  
    Order of beneficiaries, Vested Benefits Foundation EN   DE   FR   IT  
    E-Mail Authorization EN   DE   FR   IT  
    Informative power of attorney EN   DE   FR   IT  
    Notice of Death, Vested Benefits Foundation EN   DE   FR   IT  
    Securities savings; Sales request EN   DE   FR   IT  
    Notification of changes
    EN   DE   FR   IT  
    Application to close
    EN   DE   FR   IT  
    Application for the opening of a vested benefit account
    EN   DE   FR   IT  
    Application for continuation of the vested benefits account after reaching the OASI age of retirement
    EN   DE   FR   IT  
    Order of beneficiaries, Vested Benefits Foundation
    EN   DE   FR   IT  
    E-Mail Authorization
    EN   DE   FR   IT  
    Informative power of attorney
    EN   DE   FR   IT  
    Notice of Death, Vested Benefits Foundation
    EN   DE   FR   IT  
    Securities savings; Sales request
    EN   DE   FR   IT  
    Submit documents online
    Please upload the forms and documents that you wish to send us on-line. Please make sure that documents that belong together are submitted together.
    Legal documents
    Investment Guidelines Swisscanto Vested Benefits Foundation EN   DE   FR   IT   PDF
    Rules on Costs Swisscanto Vested Benefits Foundation EN   DE   FR   IT   PDF
    Pension Fund Regulations Swisscanto Vested Benefits Foundation EN   DE   FR   IT   PDF
    Investment Guidelines Swisscanto Vested Benefits Foundation
    EN   DE   FR   IT   PDF
    Rules on Costs Swisscanto Vested Benefits Foundation
    EN   DE   FR   IT   PDF
    Pension Fund Regulations Swisscanto Vested Benefits Foundation
    EN   DE   FR   IT   PDF