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Documents BVG
Documents BVG
Information and Forms
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Dokumente in Deutsch
Information and Forms
General information
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Documents for employer
REGISTRATION BVG-PORTAL
Information
General Conditions BVG-Portal
899 KB
Explanation video conversion rate
BVG Portal (German)
Forms
Registration BVG-Portal
1 MB
Privacy policy
NEW ENTRY INTO PENSION PLAN
Information
Registration procedure for the occupational pension plan
1 MB
6. Disability insurance (IV) review
1 MB
Option to choose between pension plans
1 MB
Forms
Application for collective insurance - Form for existing policies (or enter your notifications online in the BVG portal)
503 KB
Application for collective insurance - Form for new business
506 KB
Transfer of vested benefits to the new pension fund
457 KB
Application form and health questionnaire
284 KB
PERSONNEL CHANGES
Information
Continuation of occupational pension cover
981 KB
Notification of incapacity or inability to work
1 MB
Enter your change and departure notifications online now in Allianz Suisse's quick and easy-to-use BVG portal.
BVG Portal (German)
Forms
Change Report (or enter your notifications online in the BVG portal)
544 KB
Termination notice (or enter your notifications online in the BVG portal)
468 KB
Notification of incapacity or inability to work
563 KB
Notification of death
853 KB
Post mortem medical report
558 KB
Notification of unpaid leave
334 KB
Maintenance of pension cover after normal retirement age
627 KB
FURTHER
Key statistics for the occupational pension plan and the current interest rates
3 MB
Documents for insured persons
ENTRY & LEAVING OF THE COMPANY
Information
Instructions for Downloading the Pension Certificate
435 KB
General Terms and Conditions - Vested Benefits Insurance
83 KB
Vested benefits on departure
52 KB
Continued insurance after the age of 58, following termination of employment (Article 47a BVG)
903 KB
FAQ on continued insurance unter article 47a BVG
530 KB
Forms
Transfer of vested benefits to the new pension fund
457 KB
Application to terminate vested benefits police
101 KB
Application form and health questionnaire
284 KB
Termination notice / Registration for continued insurance (article 47a BVG)
470 KB
Choice/change of pension plan
630 KB
FAMILY & PARTNERSHIP
Notification of life partner
346 KB
PURCHASE & PROMOTING HOME OWNERSHIP
Information
Purchase of insurance years for insured persons
546 KB
Promoting home ownership
426 KB
Forms
Application for buying into the pension fund
86 KB
Application for an early withdrawal or pledge
129 KB
Application to purchase additional benefits for early retirement
116 KB
Confirmation of use of advance withdrawal
282 KB
RETIREMENT
Information
Pension or lump sum
517 KB
Continuation of occupational pension cover
981 KB
Forms
Application for advance payment of retirement benefits
505 KB
Maintenance of pension cover after normal retirement age
627 KB
FURTHER
Information on the pension certificate
95 KB
Contract documents Collective Foundation
Full-insurance
Allianz Pension Invest
Full-insurance
COLLECTIVE FOUNDATION BVG
Pension Regulations Part 2 - General Regulations
419 KB
Pension Regulations - Annexes
210 KB
Key BVG figures, interest and conversion rates
3 MB
Overview of the most important changes to the General Terms and Conditions (GTC)
102 KB
Organisational Regulations
149 KB
Articles of Association
47 KB
Collective Insurance Contract
225 KB
General Terms and Conditions Collective Insurance in Accordance with the BVG (2022)
277 KB
General Terms and Conditions Collective Insurance in Accordance with the BVG (2023)
281 KB
Special Terms and Conditions for Collective Insurance with Rate Categories and Experience-Based Rates for Disability Risk
67 KB
Cost Schedule
57 KB
Cost Schedule (from 2023)
71 KB
Terms and Conditions of Enrolment
184 KB
Premium Account (Current Account) Rules
46 KB
Premium Account (Current Account) Rules 2024
80 KB
Investment Regulations
22 KB
COLLECTIVE FOUNDATION FOR SUPPLEMENTARY OCCUPATIONAL BENEFITS
Pension Regulations Part 2 - General Regulations
422 KB
Pension Regulations - Annexes
183 KB
Key BVG figures, interest and conversion rates
239 KB
Overview of the most important changes to the General Terms and Conditions (GTC)
118 KB
Organisational Regulations
73 KB
Annex to the Organisational Regulations
35 KB
Articles of Association
24 KB
Collective Insurance Contract
230 KB
General Terms and Conditions Collective Insurance Providing Supplementary Occupational Coverage (2022)
242 KB
General Terms and Conditions Collective Insurance Providing Supplementary Occupational Coverage (2023)
244 KB
Special Terms and Conditions for Collective Insurance with Rate Categories and Experience-Based Rates for Disability Risk
67 KB
Cost Schedule
57 KB
Cost Schedule (from 2023)
71 KB
Premium Account (Current Account) Rules
46 KB
Premium Account (Current Account) Rules 2024
80 KB
Terms and Conditions of Enrolment
179 KB
Investment Regulations
23 KB
Allianz Pension Invest
Investment Regulations
171 KB
Investment Regulations (from December 2022)
210 KB
Terms and Conditions of Enrolment
203 KB
Pension Rules Part 2 General Regulations
403 KB
BVG key figures, interest and conversion rates
3 MB
Pension Regulations - Annexes
185 KB
Overview of the most important changes to the General Terms and Conditions (GTC)
102 KB
Contribution Account (Current Account) Rules
258 KB
Contribution Account (Current Account) Rules 2024
73 KB
Foundation Deed
37 KB
Cost Schedule *
55 KB
Cost Schedule (from 2023)
71 KB
Organisational Regulations
157 KB
Rules of Conduct for the Responsible Persons
45 KB
Regulations for Defining the Policy on Provisions
152 KB
Restructuring Regulations on the Measures to be Taken in the Event of Underfunding
23 KB
Partial Liquidation Regulations
90 KB
Annual financial statement incl. audit report (german)
2 MB
Angebote
Gesundheit & Vorsorge
Berufliche Vorsorge
Documents BVG