Hi everyone ,
I read about AHV reimbursement while living in Switzerland, and now that we've left Switzerland I'm reading about it again, and trying to figure out if we can get a refund and how exactly to do that.
I contacted the Social Security Administration where I live ( U.S. ) as their website actually said they could process these claims for us. I had my doubts, but thought it would be easier to go through them rather than the AHV office.
Unfortunately, the US Social Security office was quite rude and basically said if we're not retirement age, a widower or disabled there's nothing they can do for us and refused to file any old-age pension forms.
So, now I suppose I need to contact AHV in Switzerland.
My question is this , and it seems very basic but I can't find the answer to it definitively - Does a person need to be 64/65 years of age to collect the AHV pension fund refund ??? We are not of retirement age, so do we need to wait until then to try and claim this pension or refund ?
What kind of professional can we talk to about this ? A tax attorney ?
My husband also has pillar 2 and hasn't been able to figure out how to get that back either. He even talked to the person who was supposed to be in charge of all these things, and his transfer back home , and she just had no idea about any retirement stuff or pillars.
Any help or pointing us in the right direction is greatly appreciated. Thanks !
TheLaughingCow
p.s. I did file for the little grey AHV card while living in Switzerland. So, I do have that at least, and I know which pension company/fund has a hold of the money.