Get Request For Payment Of Retirement Benefits In The Form Of Capital

Filling out the Request For Payment Of Retirement Benefits In The Form Of Capital is an important step in managing your retirement funds. This guide provides clear, step-by-step instructions on how to complete the form online, ensuring that you can effectively navigate the process with confidence.

Follow the steps to complete your request for payment of retirement benefits.

1. Click ‘Get Form’ button to obtain the form and open it in an accessible editor.
2. In the Employer section, enter the policy number and company name accurately. This identifies your employer and associates your request with your retirement benefits.
3. In the Member section, fill in your last name and first name. Make sure to enter the correct AVS number, date of birth, and marital status (select from single, married, registered civil partnership, divorced, or widowed).
4. Provide your home address clearly, ensuring it reflects your current residence for correspondence regarding the payment.
5. In the Benefit Payment Options section, specify how you would like your retirement benefits to be disbursed: a full lump-sum amount, a percentage of your retirement savings capital, a specific amount in CHF, or a quarter of the minimum legal retirement savings capital.
6. Review the acknowledgment section, which outlines important information regarding your benefits. Understanding these terms helps you make informed decisions about your retirement.
7. Confirm your understanding by signing the document. If applicable, ensure the signature of your spouse or registered partner is also included for consent regarding payment.
8. Finally, check all provided information for accuracy before saving changes, and consider downloading, printing, or sharing the completed form as necessary.

Take control of your retirement planning by filling out the form online today!