Cash payout due to retirement


You would like to withdraw your capital?

This is possible no earlier than five years prior to statutory retirement.

Next steps


We need a number of documents from you in order to dissolve your vested benefits account and pay out your retirement capital. The documents we need depend on your account balance at the time of payout. Please select the description that applies to you:

I am a man aged at least 60 / I am a woman aged at least 59 ,and 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 retirement < 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 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

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

I am a man aged at least 60 / I am a woman aged at least 59 ,and 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 retirement > 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

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.
  • 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 levied on payments of CHF 1'000.00 or more. (For further questions regarding withholding tax, please
    contact the Tax Office of the Canton of Zurich) 

Contact


Stiftung Auffangeinrichtung BVG
Vested benefits accounts
8050 Zurich