Encouragement of home ownership (advance withdrawal)
Finance the purchase of a home of your own with an advance withdrawal from your retirement assets. You may make an advance withdrawal every five years. Please note the statutory regulations.
Information on retirement planning
This is where you will find all the information you need about our retirement solutions, such as factsheets, forms and subscriber conditions, at a glance.
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- Pension agreement and application to open a retirement savings account 3a (PDF) The link will open in a new window
- PostFinance Retirement Savings Foundation 3a regulations (PDF)The link will open in a new window
- PostFinance Retirement Savings Foundation 3a Fee regulations (PDF)The link will open in a new window
- Transfer of retirement assets (PDF)The link will open in a new window
Payout of retirement assets
Have your retirement assets paid out. Please note the statutory regulations.
- Application form: Application for payout (PDF) The link will open in a new window
- Application form: Application for payout of retirement savings account 3ain the event of death (PDF) The link will open in a new window
- Application form: Retirement savings account 3a transfer order to pension fund or retirement savings foundation (PDF) The link will open in a new window
Change to order of beneficiaries
You would like to change the order of beneficiaries or specify beneficiaries. Please note the statutory regulations.
Confirmation of gainful employment
You can hold or open a retirement savings account 3a even after you reach statutory retirement age.
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- Product description Retirement fund with the retirement savings account 3a (PDF)The link will open in a new window
- Product description Retirement fund with the vested benefits account (PDF)The link will open in a new window
- Brochure: Risks involved in trading financial instruments (PDF) The link will open in a new window
- Factsheet: Costs and sales remuneration for PostFinance retirement funds (PDF) The link will open in a new window
- Fund order – retirement savings account 3a (PDF)The link will open in a new window
- Investor profile – self-declaration Annex to the order form for a fund investment with the vested benefits account (PDF)The link will open in a new window
- Key Information Document (PRIIP KID) - PF Pension ESG 25 FundThe link will open in a new window
- Factsheet PF Pension ESG 25 FundThe link will open in a new window
- Key Information Document (PRIIP KID) - PF Pension ESG 50 FundThe link will open in a new window
- Factsheet PF Pension ESG 50 FundThe link will open in a new window
- Key Information Document (PRIIP KID) - PF Pension ESG 75 FundThe link will open in a new window
- Factsheet PF Pension ESG 75 FundThe link will open in a new window
- Key Information Document (PRIIP KID) - PF Pension ESG 100 FundThe link will open in a new window
- Factsheet PF Pension ESG 100 FundThe link will open in a new window
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- Product description Retirement fund with the vested benefits account (PDF)The link will open in a new window
- Application to open a vested benefits account (PDF)The link will open in a new window
- Regulations governing the vested benefits (PDF)The link will open in a new window
- Order form for an investment fund with the vested benefits account (PDF)The link will open in a new window
- Investor profile – self-declaration Annex to the order form for a fund investment with the vested benefits account (PDF)The link will open in a new window
- More information is available at www.rendita-stiftungen.chThe link will open in a new window