How to proceed: pledging of pension fund assets

Pledging of pension fund assets

You want to use pension fund assets as a security for the bank

If you are interested in making a pledge, your pension plan is obliged to show you how your benefits would change if that pledge were realized. In order to give you an overview, we need the following information:

  • Your current address
  • The amount that you want to pledge
  • The exact date on which you want to pledge the amount

You can provide us with this information by phone at 0800 80 80 80 or via Contact form.

How to proceed

  1. Once you have decided on a pledge, you must submit a written "application" and submit it along with the required documents. Which supporting documents are required depends on your specific plan.

    Request to pledge pension fund assets for the encouragement of home ownership Vita Classic, Vita Relax and Vita Plus
  2. Please send the completed documents to:

    Zurich Switzerland
    Scanning BVG
    P.O. Box
    8085 Zurich 

Next steps

Once we have received your application and all required supporting documents, we will review your application and send you an overview showing your benefits before and after the possible realization of the pledge.