Cash payout of accounts for small amounts


Your vested benefits have less value than your personal annual contribution to your former benefits scheme?

You would therefore like to withdraw your capital.

Next steps


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.

Important information


  • We are obliged to report payments over CHF 5'000.00 to the tax authorities under the regulations.
  • If you have your residence abroad, source tax will be deducted on payments of CHF 1'000.00 or more.

Contact


Stiftung Auffangeinrichtung BVG
Vested benefits accounts
8050 Zurich