Get Application To Open An Account - Liberty Vorsorge

Opening an account with Liberty Vorsorge is a straightforward process that can be completed online. This guide provides you with detailed, step-by-step instructions to help ensure that your application is filled out accurately and efficiently.

Follow the steps to successfully complete your application online.

1. Press the ‘Get Form’ button to access the Application To Open An Account - Liberty Vorsorge and open it in your preferred editing tool.
2. Begin by filling in your personal particulars. Indicate your title by selecting from the options available (Mr, Ms/Mrs, Dr., Prof., or Prof. Dr.). Enter your full name in the designated fields.
3. Provide your address, including street number, postal code, place, and country. Ensure that all information is accurate to avoid any processing delays.
4. Select your nationality and enter your phone number. Then, input your date of birth in the required format.
5. If applicable, enter your insurance number (AVS) and provide details regarding your civil status and date of marriage.
6. Input your email address to receive communications, such as a quarterly newsletter.
7. Indicate whether you are a member of a pension fund (2nd pillar) by selecting the appropriate option. Specify your employment status, choosing from the options available.
8. If necessary, indicate your preferred payment method (standing order) and provide the relevant attachment.
9. If an intermediary or consultant is involved, fill in their name and contact details to facilitate communication.
10. Review the fee structure for account solutions. Select whether there are fees associated with the account and indicate any remuneration for the intermediary.
11. Decide where you would like correspondence to be sent — whether to yourself, the consultant, or an alternative address. If choosing an alternative address, provide the necessary details.
12. Choose your account solutions. You can open up to five 3a retirement savings accounts. Select a partner bank or paying agent for each account you wish to open.
13. If applicable, complete the transfer instructions and authorizations needed for data exchange.
14. Carefully read the declaration section. Provide your signature, indicating consent and accuracy of the information given.
15. Attach any required documents, such as a copy of your passport or ID, and any transfer order or standing order documents.
16. After reviewing all fields for accuracy, save your changes. You can now download, print, or share the completed form as needed.

Complete your application online today to take the first step towards securing your retirement savings.