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.
|
Currency |
CHF |
|
Account statement |
|
|
Account balancing |
Annually |
|
Withdrawals |
According to the regulations of the Vested Benefits Foundation of Zuger Kantonalbank available at www.zugerkb.ch/freizügigkeit |
| Interest rate | 0.4% |
| Interest rate from 1.11.2023 | 0.5% |
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 |
|
Further prices | CHF 200.– for an advance withdrawal Account balance in connection with the financing of owner-occupied residential property |
We will be happy to assist you in selecting your accounts online, by phone or on-site at a branch.