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Old 10.02.2015, 13:25
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AHV/UK state Pension application.

I've just gone through this and thought the process might interest others. Please note I've got dual Nationality (CH/UK), worked and made contributions in both countries and now reside in Switzerland.

AHV
Fill in form 318.370 (Up to 4 months in advance.)

Supply copies of:
Familienbüchlein (Marriage certificate, birth certificates of children)
Lohnausweis (Swiss equivalent of P60)
Arbeitszeugnisse (Work references where no P60 available)
Scheidungsurkunde (Decree of Divorce)

Subsequent request for copies of:
Proof of all residencies in Switzerland (Wohnsitzbescheinigung).
Splitting form.

Subsequent request to complete form E207: (Something to do with EU bilateral agreements)
I discovered afterwards that this form only needs to be completed if you want the Swiss authorities to apply for any foreign state pensions you are entitled to on your behalf.

UK State Pension
Fill in form IPC BR1 GOV 12/13 (International Pensions Direct Payment)

Supply originals of:
Birth certificate
P60
Decree of Divorce

During a phone call to the International Pension Centre I was informed that I could choose to have the benefits paid into a UK or Swiss bank account.

It appears that both applications have been successful but the proof will be in the pudding.
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Old 10.02.2015, 16:58
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Re: AHV/UK state Pension application.

In my case I was really caught unawares. Suddenly it was time to have a UK state pension and I realized I had nothing to indicate anything at all about the 14 years I worked in England. The pension authorities in Newcastle asked me to tell them something about my working life. This I did, telling them about my first employer (the GPO in 1953). This was (amazingly) enough to get going, they then supplied me with a list of the firms I'd worked for and my pension rights. I then filled in the form supplied and probably also proved who I am. Can't remember.
My late wife, who had worked in London for about 4 years could only supply an envelope that had been lying in a drawer with an employer's name printed on the flap but this got the whole process going.


I was very impressed - considering computers only came along much later.


I recently had to prove to the UK State Pension People that I am still alive and that I am who I should be - this involved a visit to the public notary but went without a hitch.


The UK pension is now coupled to the AHV in the background so that when I die the authorities in the UK will be notified even if no-one reports it.
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Old 10.02.2015, 17:20
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Re: AHV/UK state Pension application.

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In my case I was really caught unawares. Suddenly it was time to have a UK state pension and I realized I had nothing to indicate anything at all about the 14 years I worked in England. The pension authorities in Newcastle asked me to tell them something about my working life. This I did, telling them about my first employer (the GPO in 1953). This was (amazingly) enough to get going, they then supplied me with a list of the firms I'd worked for and my pension rights. I then filled in the form supplied and probably also proved who I am. Can't remember.
My late wife, who had worked in London for about 4 years could only supply an envelope that had been lying in a drawer with an employer's name printed on the flap but this got the whole process going.


I was very impressed - considering computers only came along much later.


I recently had to prove to the UK State Pension People that I am still alive and that I am who I should be - this involved a visit to the public notary but went without a hitch.


The UK pension is now coupled to the AHV in the background so that when I die the authorities in the UK will be notified even if no-one reports it.
Who did you contact to get this sorted out?
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Old 10.02.2015, 17:41
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Re: AHV/UK state Pension application.

Like the OP I have UK/CH nationality and worked about the same time both countries.

CH:
Being self employed here and paying my own social contribution here, i didn't have to supply all the stuff the OP did. Also I asked for an estimate about a year before it was due. Then 3 months before the first payment I asked for the pension to be paid into my Swiss bank.

The downside is that they are still reassessing past tax years and so I have just added to my pension contributions for 2012 - with my pension!

UK:
Each time I moved I informed Newcastle and kept a record of my NI number. I also asked for an estimate about 15 years ago and the recommended adding a few £100 to bring my final pension payments higher, which I did, but frankly I have no idea what the extra is, if any is.

The UK pension people wrote to me automatically about 2 months before retirement and confirmed and made payment a week after I was 65. UK payments are also made to my Swiss bank account in CHF, so every month is different.

EF is obviously developing into an ageing forum...
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Old 11.02.2015, 08:43
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Re: AHV/UK state Pension application.

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Who did you contact to get this sorted out?

In the first instance I wrote to them. But then they phoned me and we discussed what needed to be done - this all part of the service which astounded me. In fact they phoned a couple of times and always seemed to have my interests at heart.
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Old 11.02.2015, 11:01
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Re: AHV/UK state Pension application.

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Who did you contact to get this sorted out?
https://www.gov.uk/international-pension-centre (International inquiries! Last updated 30 January 2015)

When a pension fund requests proof that I am still alive, I usually take my passport, and the requesting form from the fund, to the Post Office, and they will stamp the form confirming you are indeed living. Another general tip is to ask your Gemeinde/Commune for a certificate/statement, and these are accepted.

I had a problem with Germany. They needed proof that I was in full time education in Britain, from the age of 16 to 18. These school years in the UK are taken into account when calculating the German pension entitlement. I wrote to my old school and received a certificate of attendance in English, which Berlin accepted without any translation.
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Old 11.02.2015, 11:06
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Re: AHV/UK state Pension application.

Out of interest, I heard that a non-Swiss person in the exact same situation as a Swiss person will receive less pension/social security. Have you heard something along these lines? I'm not sure if I got my wires crossed...
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