Promotion of home ownership (WEF)

Next steps

We need a number of documents from you in order to make a payout for promotion of home ownership. The documents we need depend on the use of your capital. Please select the case that applies to you:

Important information

Please note the following before applying to invoke promotion of home ownership:

• If you are currently insured with a benefits scheme via your employer, you must first transfer your vested benefits managed by us to this benefits scheme and apply to this scheme for advance withdrawal.
• The advance withdrawal or pledge may be used for the purchase/mortgage repayment or construction of owner-occupied single-family dwellings or condominiums but not for the purchase of building land. The payout is made only to a mortgage/building account or to the vendor’s account.
• The minimum amount for an advance withdrawal or pledge is CHF 20'000.00. There is no minimum amount for the acquisition of shares.
• If you have reached the age of 50, you may withdraw your vested benefits as at age 50 or half of your current vested benefits as promotion of home ownership.

Please note in all cases:

• We are obliged to report payments for the promotion of home ownership to the tax authorities under the regulations.
• If you have your residence abroad, source tax will be deducted.

Online Services

Documents

• 
  Promotion of home ownership – advance withdrawal
• 
  Promotion of home ownership – pledge
• 
  Information sheet WEF

Links

Transfer to new pension fund  

ou are an employee and are insured with a benefits scheme. You therefore need to transfer your vested benefits to this benefits scheme.