Retirement

Forms and applications

Forms and applications for your 3a retirement account and your vested benefit account to print and fill out.

3a retirement account

Open a 3a retirement account online Transfer form (DE)* Change of the beneficiary order (DE) Withdrawal (due to age) Withdrawal (exceptional) Withdrawal for encouragement of home ownership (DE) Confirmation of employment after reaching retirement age (DE) Retirement Savings Institution Rules

^{* The transfer form can only be submitted with an existing 3a retirement account. If you do not yet have a 3a retirement account at Bank CIC (Switzerland) Ltd., opening one is very easy and can be done in a few minutes entirely online. Just click on “Open a 3a retirement account online”.}

Vested benefit account

Open a vested benefits account (DE)** Transfer form (DE)*** Change of the beneficiary order (DE) Withdrawal (DE) Withdrawal for encouragement of home ownership (DE) Factsheet Encouragement of home ownership (DE) Vested Benefits Institution Rules (DE)

^{** A vested benefits account can only be opened in combination with a private or savings account or a cleverinvest portfolio.}

^{*** The transfer form can only be submitted with an existing vested benefit account. If you do not yet have a vested benefit account with Bank CIC (Switzerland) Ltd., please contact your relationship manager.}