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Old 26.05.2016, 13:36
porsch1909 porsch1909 is offline
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Re: Leaving to live in the EU & cashing in a Swiss Pension

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OK, fair enough. I'm surprised but that's good news. I presume that the cash payment included employer contributions? i.e. that you actually got back more than you paid in?
It's a pretty simple google away and on the UBS website even so not sure why you're surprised.

https://www.ubs.com/ch/en/swissbank/...mmigrants.html

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Obligatory pension fund assets it is not possible to withdraw the statutory component if you are moving to an EU/EFTA country and are subject there to mandatory insurance for old age, disability and death. The assets remain in Switzerland and must be transferred to a blocked account (e.g. to a UBS vested benefits account). These assets can be withdrawn five years prior to the normal AHV retirement age at the earliest.

You can withdraw nonmandatory pension fund assets without restriction on moving away.
I've only had the nonmandatory part so far and applied to LOB for the other part, but I'm not as hopeful as FMF that I will get that.
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