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Order or download brochures / forms

Order forms and product information in relation to pension funds and occupational pensions free of charge. You can also view or download the documents online: 

Regulations 

Description

Affiliation contract
Affiliation contract of Loyalis BVG-Sammelstiftung
Framework regulation BVG
Framework regulation for occupational pension as per BVG
Attachment 1 to framework regulation BVG
Thresholds and actuarial values
Partial liquidation regulations
Partial liquidation regulations
   

Employer forms

Description

Registration form for BVG
Register employees for BVG
Notification of changes
Form for notification of changes in name/AHV no., marital status, salary, degree of activity, support obligations, other
Notification of beginning of season
In order to allow us to adjust the insurance policy, inform us at the beginning of the season of all insured people whom you registered during the season break who are returning to work
Notification of season break
If the insured person joins during the season break and will receive an employment contract in the following season, you must notify us of the season break using this form. We will adjust the insurance policy accordingly
Cancellation notice
Application form to cancel an insured person’s membership in the Loyalis BVG-Sammelstiftung
Outgoing employees / Obligation for employers to provide information
Obligation for employers to provide information to outgoing employees
Employers' notification form in case of inability  to work
Employers' form to provide notification of an inability to work
Employers' notification form in case of death
Employers' form to provide notification of a death
Selection protocol
Selection protocol for the Personalvorsorgekommission (PVK)
Application
Company’s application to join Loyalis BVG-Sammelstiftung
Brochure BVG
Brochure Occupational benefits
Brochure 2017
The 2017 ÖKK offering for companies
Insurance conditions
Insurance conditions
   

Employee forms

Description

Information sheet for new entrants
Information sheet on paying in vested benefits
Buy-in application
Application for calculation of maximum buy-in amount as per regulations
Civil partnership announcement
Announcement of civil partnership to protect unmarried civil partners
Home ownership promotion through occupational pensions
Home ownership promotion through occupational pensions
Early withdrawal/pledge request
Promotion of home ownership with funds from occupational pension schemes
Employees' notification form in case of inability to work
Employees' form to provide notification of an inability to work
Survivors' notification form in case of death
Survivors' form to provide notification of a death
Cash payment data sheet EU
Data sheet of cash payments from pension fund assets upon leaving Switzerland
Lump-sum settlement for retirement
Application form for lump-sum settlement for retirement in place of an old-age pension
   

Annual report

Edition

Annual report 2016
Annual report
2015
Annual report
2014
Annual report
2013

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