Get Application To Buy Into Pension Fund - Helvetia

Filling out the Application To Buy Into Pension Fund with Helvetia is an essential step for individuals looking to make voluntary contributions to their pension. This guide provides a clear, step-by-step approach to completing this application online, ensuring that you correctly provide all necessary information.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to obtain the application form and open it in your preferred editor.
2. Begin by entering your contract number and policy number at the top of the form. These identifiers are crucial for Helvetia to process your request accurately.
3. Fill in the company name and your address, including street, number, zip code, and city. This ensures that the application is linked to the correct jurisdiction.
4. Provide your personal details. Include your last name, first name, and date of birth. This information will verify your identity.
5. Carefully read the important notes about the conditions for a voluntary buy-in. Confirm your capability of gainful employment and understand the implications of the three-year prohibition on capital payments.
6. Under the information required section, respond to the questions regarding home ownership withdrawals and portable credit policies. Provide as much detail as possible to facilitate the calculation of your maximum purchase sum.
7. If applicable, answer the question concerning your self-employment status and provide details about any relevant pillar 3a holdings.
8. Indicate whether you have settled in Switzerland from abroad within the last five years, as this may impact your application.
9. Review the notes provided in the document that explain the importance of each heading. Make sure you highlight any prior retirement benefits received to aid in the accuracy of your calculation.
10. Once all sections are filled out, provide your signature and the date. This confirms that the information is complete and accurate, and you are capable of gainful employment.
11. Finally, return the completed application to Helvetia Swiss Life Insurance Company Ltd at the address provided on the form.

Complete your Application To Buy Into Pension Fund - Helvetia online today and secure your pension contributions.