Cash payout due to self-employment


Are you self-employed as your main source of income in Switzerland and wish to withdraw your capital?

Next steps


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

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

Please send us your details via the online form or send us the following documents:

  • Signed and completed form Cash payout due to self-employment < 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
  • Current confirmation from the OASI (AHV/AVS) compensation fund that you are self-employed (not more than three months old)

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.

Please send us your details via the online form or send us the following documents:

  • Completed form Cash payout due to self-employment > CHF 20’000.00 with certification of signature(s) (notary, municipality)
  • 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 (not more than three months old)
  • If you are single or widowed: current certificate of civil status (not more than three months old)
  • Current confirmation from the OASI (AHV/AVS) compensation fund that you are self-employed (not more than three months old)

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

Important information


  • Anyone who founds a GmbH (Limited liability company) or an AG (Public limited company) is not self-employed, but employed. In these cases, the retirement assets cannot be drawn.
  • If you have emigrated and are working as a self-employed person abroad, you may meet the conditions for payment of your balance on moving abroad.
  • 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.

Online Services


Links


Cash payout due to emigration

You are leaving Switzerland permanently and would like to withdraw some or all of your capital.

Account statement

You are sent an account statement automatically at the beginning of the year. However you would now like to order a statement mid-year.

Contact


Stiftung Auffangeinrichtung BVG
Vested benefits accounts
8050 Zurich

Call service


Convenient and free of charge – we call you on the date and at the time requested to clarify the matter you wish to discuss.