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    Opening a vested benefits account

    Thank you for your interest in opening a vested benefits account. Here’s how you can open your vested benefits account quickly and easily.
    How it works
    1. Complete the online application

    Please complete the online application form. Alternatively, you can print out the application and send it to us by post.

    To the online application form
    2. Inform your previous employee benefit institution or vesting institution

    Your previous employee benefit institution/vesting institution must be provided with the transfer details. They receive these automatically by email during the online account opening process, or you can send a PDF copy of the application to your previous employee benefit institution/vesting institution yourself.

    3. Have your vested benefits transferred

    Your previous employee benefit institution/vesting institution will then transfer your vested benefits to us.

    4. Receive confirmation of account opening

    On receipt of your vested benefits, we will open your personal vested benefits account with the partner cantonal bank you have selected and send you a current vested benefits certificate by post as confirmation.