Vested Benefits Foundation

When members leave, pension funds can simply and easily set up an account with our Vested Benefits Foundation and transfer the vested benefits to it. Benefits can then be credited just as easily by the UBS Vested Benefits Foundation to the new pension fund.

A vested benefits account should be opened in two cases: When an employee's employment relationship comes to an end, but their vested benefits cannot be transferred to a new pension fund immediately or in full. Or when an employee’s salary falls below the minimum level at which insurance is required.

You can transfer the vested benefits to the collective account of the UBS Vested Benefits Foundation via UBS e-banking or using a payment slip. The UBS Vested Benefits Foundation then credits the amount to the member's individual vested benefits account and sends a confirmation to you and the member.

Transfers via payment slips
Bank account:*
UBS Switzerland AG, CH-8098 Zurich
in favor of: CH81 0023 0230 1011 8870 0
Vested Benefits Foundation of UBS AG
CH-4002 Basel

* When making transfers to our postal account, please also use account no. 80-2-2

If a new member joins your pension fund and wishes to have his or her vested benefits transferred from the UBS Vested Benefits Foundation to your pension fund, we will take care of this transfer.

Print out your application and sent it by post to:

Vested Benefits Foundation of UBS AG
P.O. Box
8098 Zurich

You and the member will receive confirmation from the UBS Vested Benefits Foundation that the account has been closed. In e-banking, you can check quickly and easily whether the expected vested benefits have been credited to your pension fund's account.