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.

Please send us your details via the online form or 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.

Please send us your details via the online form or 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 (not more than three months old)
• If you are single or widowed: current certificate of civil status (not more than three months old)

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

• 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)