Get Application For Early Withdrawal Or Pledging - Pens-expert.ch

Filling out the Application For Early Withdrawal Or Pledging is an important step for individuals seeking to access their occupational pension assets. This guide provides comprehensive, step-by-step instructions for completing the application online, ensuring clarity and ease for all users.

Follow the steps to successfully complete your application form.

1. Press the ‘Get Form’ button to obtain the application form and open it in your preferred online editor.
2. Begin by filling in your personal information in the 'Account holder' section. This includes your AHV number, first name, last name, address, postal code, and place.
3. Provide your contact information, including business and private telephone numbers, and select your marital status from the options provided.
4. If applicable, fill in the details of your spouse or registered partner, including their last name, first name, and date of birth.
5. Indicate your intended use of the occupational pension assets by selecting either to withdraw or to pledge, along with the specific amount and desired date of payment.
6. In the 'Purpose' section, select the reason for your withdrawal or pledge, such as purchasing property, building residential property, or repaying a mortgage loan.
7. Describe the property involved by selecting the appropriate type, along with the moving-in date and property location details.
8. Clarify your ownership arrangement regarding the property by selecting from the options of sole owner, co-owner, joint owner with spouse, or holder of a unit certificate.
9. Detail any mortgages on the property, including the lender's name, address, and the amount owed.
10. If you are making an advance withdrawal, provide the transfer details, including the payment address and mortgage account information.
11. For pledging, include the name and address of the pledgee.
12. Indicate if you have previously made any advance withdrawals and provide the date and details if applicable.
13. State your employment status, confirming if you are fully able to work.
14. Review and confirm you have not made any purchases in the pension fund in the last three years, or provide statements of past purchases.
15. At the end of the form, verify all information is correct, sign, and date the application. Ensure that you include any required legally valid documents as specified in the guidelines.
16. Once the form is complete, you can save the changes, download, print, or share your completed application as needed.

Begin your application process online today to manage your occupational pension assets effectively.