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.