Get Application To Open A Vested Benefits Account

Filling out the Application To Open A Vested Benefits Account online is an essential step for users looking to manage their vested benefits. This guide provides comprehensive, step-by-step instructions to ensure the process is straightforward and clear for all users.

Follow the steps to successfully complete your application.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your surname in the designated field, followed by your first name in the next section. This identifies you as the insured person.
3. Provide your street address and the associated postal code and place. Ensure all details are accurate to avoid issues in processing.
4. Fill in your date of birth and your AHV (OASI) number, which are essential for verifying your identity.
5. Enter your telephone number for further communication regarding your application.
6. Indicate your civil status and, if applicable, provide the date of marriage.
7. Identify your previous pension or vested benefits scheme by entering the name of the institution, along with the street address and postal code.
8. Grant Profond Vested Benefits Foundation permission to collect your vested benefits from the previous scheme. Select 'Yes' or 'No' accordingly.
9. If you selected 'No,' provide the instructions to transfer your vested benefits to Profond's account. If 'Yes,' indicate when you want the transfer to occur, either immediately or as of a specific date.
10. Answer whether you have withdrawn or pledged any vested benefits in the last five years. If yes, note the amount in CHF and the date.
11. State if you have made any voluntary additional contributions to your pension fund in the last three years. If yes, include the amount in CHF and the date.
12. Review the regulations of the Profond Vested Benefits Foundation and ensure you understand them, as they govern your relationship with the foundation.
13. Sign and date the application to confirm that you have read and agree to the regulations, as well as providing necessary information.
14. Once you have completed the form, save your changes, and consider options to download, print, or share the form as needed.

Start completing your application online today to manage your vested benefits effectively.