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Old 18.12.2011, 20:31
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How to apply to withdraw pension fund (social security)

I am leaving in early next year back to Malaysia. I understand that withdrawal of my pension fund is possible. I was told since I am moving to a non-EU country. Any advice how to go about it...
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Old 26.12.2011, 18:15
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Re: How to apply to withdraw pension fund (social security)

I am in the same situation. Does anyone know how long one had to work in Switzerland to qualify for fund?

Happy holidays.
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Old 26.12.2011, 18:28
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Re: How to apply to withdraw pension fund (social security)

call the pension fund management company. few forms to fill out including the banking information. you will need a proof from the gemeinde that you are leaving, but should be pretty straight forward. the management company will be able to assist or your hr department.

btw try the search function
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Old 07.01.2012, 14:10
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Re: How to apply to withdraw pension fund (social security)

I have some money both in Pillar 2 and 3 is it the same procedure with both? Also I have heard that both me and my wife need to be in person to sign the withdrawl form... is that true?
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Old 18.01.2012, 07:50
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Re: How to apply to withdraw pension fund (social security)

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I have some money both in Pillar 2 and 3 is it the same procedure with both? Also I have heard that both me and my wife need to be in person to sign the withdrawl form... is that true?
We've recently gone through this due to moving overseas.

3rd pillar: just in hubby's name, but I think I may have signed the forms too (we were in UBS signing lots of close-out forms, so I'm not sure). Money had some withholding tax applied, and was transferred straight into a regular bank account.

2nd pillar: just in hubby's name, through his company. His fund had to transferred out of the company scheme within 30 days of leaving the company; there are two choices:
- move the money into a vested benefit account at a provider of your choice
- cash out the money direct into a normal bank account.

The move to a vested benefits account could be done just on my husband's signature. We did this in order to move the money into a canton with better withdrawal tax rates. Then we cashed out the vested benefit fund - this DID require my signature, and the signature had to be officially notarised, they needed copies of both our passports for signature/ID checking, etc.
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