Get Application For Payment Of Retirement Benefit As A Lump Sum

Filling out the Application For Payment Of Retirement Benefit As A Lump Sum online is an essential step for accessing your retirement savings. This guide provides a detailed walkthrough of each component of the form, ensuring that users can complete it accurately and confidently.

Follow the steps to complete the application successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in the information about your employer or foundation. Enter the name of the employer or foundation and the corresponding contract number.
3. Provide your personal information. Fill out your last name and first name, along with your residential address, including street and number, ZIP code, and town/city.
4. Enter your date of birth, specifying the day, month, and year.
5. Indicate your marital status by selecting one of the options: Single, Married, Divorced, Widowed, in a registered partnership, or dissolved partnership.
6. In the provided section, confirm your request for the payment of retirement benefits as a lump sum by checking the designated box.
7. Specify your total retirement savings and the portion of retirement savings you wish to withdraw, either in CHF or as a percentage.
8. Review the important notes regarding submission deadlines and the regulations on lump-sum payments to ensure compliance.
9. Confirm your understanding of the provisions stipulated by the regulations by signing in the designated area.
10. If applicable, have your spouse or registered partner complete their confirmation by signing the form as well, including the date of signature.
11. Finally, after completing all necessary fields and sections, users can save changes, download, print, or share the completed form as required.

Complete your documents online today to ensure a smooth application process.