Get Application To Refund The Withholding Tax On Payments By ...

This guide provides clear and supportive instructions for filling out the Application to Refund the Withholding Tax on Payments by Pension Funds domiciled in Switzerland. Completing this form correctly is essential for reclaiming overpaid withholding taxes, and we will walk you through each section with detailed steps.

Follow the steps to accurately complete your application.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'Personal details' section, enter your surname, first name, date of birth, nationality, and marital status. Make sure to include all applicable nationalities as specified in the guidelines.
3. Provide your home address abroad. This should include the street, number, postcode, city, and country.
4. If applicable, fill in the name and address of a representative who may assist you with the application.
5. Next, enter the details of the pension fund by providing the name, address, postcode, city, and canton.
6. Indicate the gross pension or lump sum amounts and the corresponding withholding tax deductions for the relevant periods. Be sure to specify the time range for each entry.
7. Provide the name and address of your last employer in Switzerland, including their postcode and canton.
8. If you are submitting proof of effective taxation, include the necessary documentation from the foreign tax authorities.
9. In the supplementary information section, enter your email address and payment details for the refund, including your bank name, address, account number (IBAN), BIC/SWIFT code, and account holder's name.
10. Sign and date the application to confirm the information is complete and accurate.
11. Ensure both pages of the form are filled out in full, and submit the completed application to the cantonal tax administration where the pension fund is located.

Complete your Application to Refund the Withholding Tax online today for a smooth and efficient process.