How to transfer an old savings plan (individual transfer)?

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For this operation, you will need to have the account number associated with the savings plan you wish to transfer. It is entered in your personal online space (of your former manager) or on the annual statement sent by your former service provider.

💡If you transfer more than €5,000, we will reimburse you for the transfer fees!

For a transfer to your PEE/PEI, Collective PER or Mandatory PER :

1️⃣ Make a request to customer service by chat (from your personal space), e-mail ( hello@epsor.fr ) or telephone (01 89 71 10 76).

2️⃣ You will receive an email with an individual transfer form to complete and sign.

3️⃣ We will send you a confirmation email