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  • Cash payout from accounts with low credit balances
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Home > FZK Vested benefits accounts > Account holder > Cash payout from accounts with low credit balances

Cash payout from accounts with low credit balances

We need the following documents from you in order to make a cash payout of your vested benefits:

• Completed form Cash payout from accounts with low credit balances

• 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

• Confirmation from the benefits scheme that transferred the vested benefits to us that your vested benefits have a value less than your (former) personal annual contribution

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

Please note:

• 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.