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How do I open a vested benefits account with UBS?

To open a vested benefits account, complete the application form and send it to your current pension fund or vested benefits foundation. Your pension fund or vested benefits foundation then creates a calculation of termination benefits and transfers your assets to the Vested Benefits Foundation of UBS.

What does vested benefit mean?

A vested benefit is a financial package granted to employees who have met the requirements to receive a full, instead of partial, benefit. Vested benefits include cash, employee stock options (ESO), health insurance, 401(k) plans, retirement plans, and pensions.

What is the fee for UBS vested benefits account?

The account maintenance fee for the vested benefits account is CHF 3 per month.

Is the UBS account free?

Savings account: CHF or EUR account free of charge | UBS Switzerland.

What is a vested benefits account?

A vested benefits account is an account into which vested pension capital can be transferred (only in the case of occupational or second pillar pensions). Vested benefits accounts differ from normal savings accounts in that they offer a preferential interest rate.

What is the interest rate for UBS vested benefits account?

Current interest rates Retirement provisionRetirement provisionInterest rate and interest payment limit Retirement provision UBS Fisca account 3a 0.60% Retirement provision UBS Vested benefits account 0.20%

Profond Freiz gigkeitsstiftung - Application to open a vested benefits 2025

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