Get Claim To Refund The Withholding Tax On Settlements In Cash By ... - Fin Be

Filing the Claim To Refund The Withholding Tax On Settlements In Cash By ... - Fin Be can seem complex. This guide provides a step-by-step approach to help users navigate the form with ease and understand the necessary components for successful submission.

Follow the steps to complete your form accurately.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in your personal information. Enter your name and first name, followed by your nationality. If applicable, provide a second nationality as well. Next, include your date of birth and civil status.
3. Complete your home address details accurately. Provide the street name and number, followed by your ZIP code and city, and indicate your country.
4. If you have a representative, fill in their name and address. Also, include the details of your last employer in Switzerland, and provide the name and address of the pension fund involved.
5. Record the amount of the settlement in cash and the amount of tax that was withheld, specifying both amounts clearly.
6. Indicate the date of payment on the form. Specify the bank to which the refund should be transferred, along with the branch, account number, BIC/SWIFT code, and IBAN.
7. Provide the address of the account holder. If applicable, mention the postal cheque account office number and the name of the account holder.
8. Finally, date the form and affix your signature. Remember to enclose a copy of the payment advice from the pension fund along with your claim.
9. Once you have filled in all required sections, review the form for accuracy. You can then save your changes, download the completed form, print it out, or share as needed.

Complete your documents online today for a smoother filing process.