Documents for private customers
Here you can find all Subscriber Conditions, GTC, brochures, applications, price lists, factsheets and forms relevant for you at a glance.
Specific GTC/SC
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SC PostFinance credit cards and prepaid cards (PDF) (PDF) The link will open in a new window
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GCI PostFinance credit cards and prepaid cards (PDF) (PDF) The link will open in a new window
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SC Mobile ID (PDF) (PDF) The link will open in a new window
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PostFinance Retirement Savings Foundation 3a regulations (PDF) (PDF) The link will open in a new window
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PostFinance Retirement Savings Foundation 3a fee regulations (PDF) (PDF) The link will open in a new window
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GTC Core Direct Debits of Debtors processed using the SEPA Core Direct Debit Scheme (PDF) (PDF) The link will open in a new window
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GTC international payment transactions at the counter (PDF) (PDF) The link will open in a new window
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SC investment products
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SC PostFinance TWINT
Data protection
As a new customer, you can open your banking package including accounts completely digitally in just a few steps
Basic documents
Annex
Current customers can open additional accounts in just a few steps
Basic documents
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Basic agreement (PDF) (PDF) The link will open in a new window
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Basic agreeement – instructions for completing the form (PDF) (PDF) The link will open in a new window
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Range of service (PDF) (PDF) The link will open in a new window
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Range of service – instructions for completing the form (PDF) (PDF) The link will open in a new window
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Tax Residency Self-Certification (PDF) (PDF) The link will open in a new window
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Declaration to certify compliance with tax obligations (PDF) (PDF) The link will open in a new window
Overview and price
Mutations
Cancellations / terminations
Annex
PostFinance Card
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Order PostFinance Card (PDF) (PDF) The link will open in a new window
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Complaint regarding improper entries after card loss (PDF) (PDF) PostFinance Card The link will open in a new window
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Complaint regarding improper entries, no card loss (PDF) (PDF) PostFinance Card The link will open in a new window
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Complaint regarding unjustified debits (PDF) (PDF) PostFinance Card The link will open in a new window
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Cancelling registration for Mastercard update service for PostFinance Card (PDF) (PDF) The link will open in a new window
Prepaid- and credit cards
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Order PostFinance Prepaid Card (PDF) (PDF) The link will open in a new window
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Order PostFinance credit card (PDF) (PDF) The link will open in a new window
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Power of attorney regulations for credit card and prepaid card accounts (PDF) (PDF) The link will open in a new window
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Complaint regarding improper entries after card loss (PDF) (PDF) The link will open in a new window
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Complaint regarding improper entries, no card loss (PDF) (PDF) The link will open in a new window
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Complaint regarding unjustified debits (PDF) (PDF) The link will open in a new window
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Change credit limit (PDF) (PDF) The link will open in a new window
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Cancel subscriptions to Visa and Mastercard update services (PDF) (PDF) The link will open in a new window
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Credit card cancellation form (PDF) (PDF) The link will open in a new window
Overview and price
Annex
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Travel payment methods – order form for foreign currency (PDF) (PDF) The link will open in a new window
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Standing order (PDF) (PDF) The link will open in a new window
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IBAN for national payment transactions (PDF) (PDF) The link will open in a new window
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IBAN countries and special conditions (PDF) (PDF) The link will open in a new window
IBAN: International Bank Account
SEPA: Single Euro Payments Area
You will find the current list of participating SEPA-banks ("SCT") on the website of the The link will open in a new window European Payments Council.
More forms for vested benefits accounts can be found in German on the The link will open in a new window Rendita Vested Benefits Foundation website.
Annex
Brochures
Documents on the topic of investing
- E-asset management
- Fund consulting basic
- Investment consulting plus
- Fund self-service
- E-trading
- Crypto
Retirement funds
Documents to download relating to retirement funds
Brochures
Retirement savings account 3a
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Order retirement savings account 3a (PDF) (PDF) The link will open in a new window
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Transfer order (PDF) (PDF) The link will open in a new window
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Fund order for retirement savings 3a (PDF) (PDF) The link will open in a new window
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Application for payout (PDF) (PDF) The link will open in a new window
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Application for payout of retirement savings account 3a in the event of death (PDF) (PDF) The link will open in a new window
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Retirement savings account 3a transfer order to pension fund or retirement savings foundation (PDF) (PDF) The link will open in a new window
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Change order of beneficiaries (PDF) (PDF) The link will open in a new window
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Promotion of home ownership (PDF) (PDF) The link will open in a new window
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Confirmation of gainful employment (PDF) (PDF) The link will open in a new window
Vested benefits account
Send the following forms together:
More forms for vested benefits accounts can be found in German on the Rendita Vested Benefits Foundation website.