We are currently examining whether we would like to include an optional identification as part of the onboarding (not mandatory). We are currently receiving a lot of positive feedback for the lean onboarding process. However, we are of course striving to cover as many different needs as possible. With regard to payout, it is important to understand that the following steps and documents are necessary for this:
- Application for withdrawal
- Passport/ID copy of the client
- Confirmation of residence (not older than 1 month)
- Confirmation of bank details
- Officially certified signature of the spouse
In addition, the following checks are carried out:
- Name and date of birth of the passport/ID must be identical to information from onboarding.
- Name and address of the beneficiary is identical to the information provided by the insured person.
- Verification of the bank details by phone with the insured person (IBAN etc.).
We specifically use the information from the onboarding (name, date of birth and telephone number) to ensure the correct payout process. If a typo was made during onboarding, the steps and documents listed should provide enough evidence to allow us to make a payment safely. Confidence in our pension solutions is very important, which is why large institutional clients in particular rely on our services (eg. HUG - Hôpitaux Universitaires de Genève, Gategroup, Leonteq, Kantonsspital Graubünden and many more).