How do I transfer my money from my frankly vested benefits account to my new employer’s pension fund?
Simply log in to frankly and fill out the relevant form.
Please send us the completed form “Request for Transfer to Another Pension Scheme (Withdrawal of Lump Sum without Tax Effects)” (PDF):
Vested Benefits Foundation of Zürcher Kantonalbank
Bahnhofstrasse 9
8001 Zurich
You can also find the form in your frankly App or the frankly web version:
In the App:
- Log in to frankly via mobile.
- Click on the vested benefits account to be transferred to access the account details view
- Navigate to "What would you like to do?" and click on "Withdraw balance".
- Then select the withdrawal reason “Transfer to another pension scheme or pension fund”.
- The necessary form “Request for Transfer to Another Pension Scheme (Withdrawal of Lump Sum without Tax Effects)” will be displayed. Now all you have to do is fill it and send it to us.
In the web version
- Log in to frankly via your computer or tablet.
- Navigate to the top of the screen and click on ‘Settings’ or the cogwheel symbol.
- Click on “Withdraw balance”.
- Then select the account from which you want to transfer credit by clicking on the "Withdraw" button.
- Finally, select the reason for the withdrawal “Transfer to another pension scheme or pension fund”.
- The necessary form “Request for Transfer to Another Pension Scheme (Withdrawal of Lump Sum without Tax Effects)” will then be displayed. Now all you have to do is fill it and send it to us.