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Online occupational pension plan

Take advantage of the opportunity to add new employees, update plan participant data and view information from a secure website. The following online occupational pension plan functions are available:

  • List of contracts (for brokers or customers with multiple contracts)
  • List of employees (per contract)
  • Sign up new employees (employee contribution is shown directly to the customer)
  • Update employee data, e.g. salary, part-time status, personal data etc. (new employee contribution is also shown directly)
  • Employee departures
  • Report negotiated pay levels (as of January 1 or during the year)
  • Summary of changes made incl. status
  • Search contract accounts (incl. print-out of account statements), with or without interest
  • View and print pension statements
  • Request forms, documents etc.
  • Feedback form

Customers who report their updated participant data via the online occupational pension plan receive a premium discount in the form of an annual credit to their contribution account.

Download  
Online occupational pension plan – 5 advantages at a glance in German PDF
Brief instruction - Online occupational pension plan in German PDF
Basis for calculating the premium discount for using online occupational pension plan in German PDF

Demo version

Check out the application online using the demo version (User ID: praktisch/Password: bequem). Please note that the data that you update in this demo version are not forwarded to Zurich.

Request login data

Interested? Go ahead and request your login data online.

For questions concerning our online resources please call +41 44 628 40 40 or e-mail us.

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