Cash Payout due to invalidity


You receive a full pension from OASI (AHV/AVS)/invalidity insurance (from 70% invalidity) and would like to withdraw your capital.

Next steps


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

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

In this case, please send us the following documents:

  • Signed and completed form Cash payout due to invalidity < 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
  • Copy of the current invalidity insurance decision (Please note that we only accept rulings issued by a Swiss DI office) 

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.

In this case, please send us the following documents:

  • Completed form Cash payout due to invalidity > 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
  • If you are single or widowed: current certificate of civil status
  • Copy of the current invalidity insurance decision (Please note that we only accept rulings issued by a Swiss DI office) 

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

Important information


  • Money from vested benefits accounts cannot be paid out in the form of a pension.
  • Please clarify with your former benefits scheme whether you are entitled to a pension from there.
  • 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.

Links


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