Stiftung Auffangeinrichtung BVG
 DE FR IT EN
Home | News | Jobs

Cash payout due to invalidity

We need a number of documents from you in order to make a cash payout due to invalidity. The documents we need depend on your account balance at the time of payout. Please select the case below that applies to you:

My vested benefits have a value less than CHF 20,000.00.

Show detailsHide details

In this case, please send us the following documents:

  • Signed and completed form Cash payout due to invalidity < CHF 20’000.00
  • Copy of your OASI (AHV/AVS) card
  • Copy of your identity card or passport
  • If you are married or in a registered partnership: copy of your spouse’s/partner’s identity card or passport
  • If you are married or in a registered partnership: copy of your marriage certificate/partnership certificate
  • If you are divorced or your partnership has been dissolved: copy of the complete, legal divorce decree/decree dissolving your partnership
  • Copy of the current invalidity insurance decision

We may need additional information and documents. We will contact you if this is the case.

My vested benefits have a value greater than CHF 20,000.00.

Show detailsHide details

In this case, please send us the following documents:

  • Copy of your OASI (AHV/AVS) card
  • If you are married or in a registered partnership: copy of your marriage certificate / partnership certificate
  • If you are divorced or your partnership has been dissolved: copy of the complete, legal divorce decree / decree dissolving your partnership and current certificate of civil status
  • If you are single or widowed: current certificate of civil status
  • Copy of the current invalidity insurance decision

We may need additional information and documents. We will contact you if this is the case.

Please note:

  • Money from vested benefits accounts cannot be paid out in the form of a pension.
  • Please clarify with your former benefits scheme whether you are entitled to a pension from there.
  • We are obliged to report payments over CHF 5000.00 to the tax authorities under the regulations.
  • If you have your residence abroad, source tax will be deducted on payments of CHF 1000.00 or more.

 

 


Contact







Stiftung
Auffangeinrichtung BVG
Vested benefits accounts
P.O. Box
8050 Zurich

Tel. +41 41 799 75 75

> E-Mail

> location plan