1. Employer
  2. Employee
  3. Capital option
  4. Summary

Details of the employer

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Details of the employee

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Capital option

Note: When the retirement capital is paid out, all claims to any benefits, in particular survivors’ pensions and retired person’s children’s pensions, lapse proportionately.

Instead of a statutory old-age pension, I apply for the following on my retirement

Note: The part of the retirement savings, which is not needed for the annual pension, will be paid out as a one-time capital payment.

Tax-related issues

The tax authorities may consider a capital withdrawal to be circumvention if voluntary purchases were made within three years of the capital withdrawal. The tax authorities may look at someone’s pillar 2 relationship as a whole and generally do not recognise the deductibility of voluntary purchases made during this period. This can lead to an additional tax assessment.

Retirement benefits may be drawn in the form of a lump sum in three steps at maximum. This also applies if the salary earned with one employer is insured with several employee benefits institutions. One step includes all withdrawals of retirement benefits in the form of a lump sum within a calendar year.

The insured person is, in all events, responsible for the tax consequences of a capital withdrawal. The Foundation accepts no liability in this respect.

It is recommended to clarify the situation prior to the capital withdraw with the relevant tax authority.

Next steps

Capital withdrawals require the approval of the spouse or registered partner. The hence together with the announcement of the payment of the retirement benefits will request the necessary signature, which must be officially certified. For unmarried persons, we will require an original proof of civil status.

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Summary

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Data protection

All personal data will be processed in accordance with the current legislation:
For compulsory occupational benefits, the data protection regulations of LOB (Art. 85a ff. LOB) apply. The provisions of the FADP apply in addition. The FADP applies to purely supplementary occupational benefits (for information e.g. identity and contact details of responsible persons, processing purposes, etc. please see www.helvetia.ch/privacy).

All personal data will be processed in accordance with the current legislation:
For compulsory occupational benefits, the data protection regulations of LOB (Art. 85a ff. LOB) apply. The provisions of the FADP apply in addition. The FADP applies to purely supplementary occupational benefits (for information e.g. identity and contact details of responsible persons, processing purposes, etc. can be found under the keyword data protection at www.servisa.ch.

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Important information on the capital option

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