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.

• 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.