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-   -   adding nominee to bank account (https://www.englishforum.ch/finance-banking-taxation/288496-adding-nominee-bank-account.html)

mishra 06.12.2018 12:16

adding nominee to bank account
 
Hi All

Has anyone got a nominee added to their postFinance/UBS bank accounts, so the spouse or nominee can claim the money in account if something unfortunate happens to the account owner.

roegner 06.12.2018 12:18

Re: adding nominee to bank account
 
Quote:

Originally Posted by mishra (Post 3020568)
Hi All

Has anyone got a nominee added to their postFinance/UBS bank accounts, so the spouse or nominee can claim the money in account if something unfortunate happens to the account owner.

Not with PF but UBS. Go to the bank with that person, have him/her add as a signee to the account and done. Very simple

LuganoPirate 06.12.2018 12:48

Re: adding nominee to bank account
 
Quote:

Originally Posted by roegner (Post 3020570)
Not with PF but UBS. Go to the bank with that person, have him/her add as a signee to the account and done. Very simple

That's one way and the simplest. Otherwise if they cannot get there if they live abroad (or even in CH) get a power of attorney for the person, limited to the account. Remember to have it Apostilled if issued by a non Swiss attorney.


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