How to proceed: capital withdrawal for residential property

Encouragement of home ownership

You want to finance home ownership with pension fund assets

We would be happy to offer you an overview in order to allow you to accurately assess your personal situation before and after an early withdrawal. In order to make you an offer, we need the following information:

  • Your current address
  • The amount that you want to draw in advance
  • The exact date on which you want to carry out your early withdrawal

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 an early withdrawal, you must submit a written application and submit it along with the required documents.


    Request for an early withdrawal of pension fund assets for the encouragement of home ownership Vita ClassicRequest for an early withdrawal of pension fund assets for the encouragement of home ownership Vita Invest
    Request for an early withdrawal of pension fund assets for the encouragement of home ownership Vita Relax
    Request for an early withdrawal of pension fund assets for the encouragement of home ownership Vita Plus
    Request for an early withdrawal of pension fund assets for the encouragement of home ownership Vita Select

    Which supporting documents are required depends on your specific plans. The check list of the necessary supporting documents gives you more precise information.
  2. Please send the completed documents to:

    Vita Classic, Vita Relax & Vita Plus
    Zurich Switzerland
    Scanning BVG
    P.O. Box
    8085 Zurich
    bvg@zurich.ch 

    Vita Invest
    Vita Invest Collective Foundation of Zurich Life Insurance Company Ltd
    P. O. Box
    8085 Zurich
    vitainvest@pfs.ch  

    Vita Select
    Vita Select Collective Foundation of Zurich Life Insurance Company Ltd
    P. O. Box
    8085 Zurich
    vitaselect@pfs.ch

Next steps

Once we have received and checked your application and all of the required supporting documents, we will pay you the early withdrawal on your desired date. If the date of the payment is in the future, we will confirm the payment  to you in writing.

Information sheet on financing home ownership with pension fund assets

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