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

Cash payout due to retirement

We need a number of documents from you in order to dissolve your vested benefits account and pay out your retirement capital. The documents we need depend on your account balance at the time of payout. Please select the description that applies to you:

I am a man aged at least 60 /I am a woman aged at least 59 ,
and 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 retirement < 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 and 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

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

I am a man aged at least 60/ I am a woman aged at least 59,
and 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

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.
  • 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 levied 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