Vested benefits account - for your temporary or permanent withdrawal from your pension fund

You deposit your funds from the occupational pension plan in the vested benefits account when you leave your pension fund temporarily or permanently. For example, if you stop working, become self-employed or spend time abroad, as long as your domicile remains in Switzerland. Or you can pay surplus pension fund assets into a vested benefits account.

Your advantages

preferential interest rate
tax advantages

Order account

Details

Currency	CHF
Account statement	Annually With asset statement for investments in securities
Account balancing	Annually
Withdrawals	According to the regulations of the Vested Benefits Foundation of Zuger Kantonalbank available at www.zugerkb.ch/freizügigkeit

Interest rates and prices

Interest rate	0,400%
Account opening	Free of charge
Account maintenance fees	Free of charge
Account statement	Free of charge
Account balancing	Free of charge
Postage	Free of charge
Account closure	Free of charge CHF 50.– if account was active for less than 6 months CHF 150.–, when moving abroad CHF 1'000.–, when moving abroad, if account has been active for less than 6 months
Further prices	CHF 200.– for an advance withdrawal Account balance in connection with the financing of owner-occupied residential property

Arrange an appointment

Monday to Friday
8am to 6pm

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