How do I transfer my fund units to another personnel fund?

You can transfer your fund units to another personnel fund when changing jobs if your new employer also has a personnel fund in place. The transfer requires the consent of the boards of both personnel funds. Any potential transfer will take place on the fund’s annual payment date.

 

How to make a transfer request

The transfer request must be made when your employment ends. The request must be submitted before the fund’s valuation date following the end of your employment. If you do not make the request within this timeframe, the fund units will be paid to you according to the normal payment schedule.

You can find the required form in the member portal under:

My Plans > Transfer request for personnel fund.

 

Cancelling a transfer request

You can cancel a transfer request by the same valuation date. Cancellations cannot be made after the valuation date.


 

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