Get Application For Advance Withdrawal/ Pledging Of ... - Pens-expert.ch

This guide provides clear and detailed instructions for completing the Application For Advance Withdrawal/ Pledging Of ... form online. It is designed to assist users in navigating each section of the form efficiently and accurately.

Follow the steps to fill out the form online successfully.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred online tool.
2. Begin by filling in your personal details in the 'Account holder' section. This includes your AHV number, first name, last name, address, postal code, place, office telephone number, and private telephone number.
3. Indicate your marital status by selecting one of the available options and providing the information related to your last change of marital status.
4. Fill in the details about your spouse or registered partner, including their last name, first name, and date of birth.
5. In the 'Intended use' section, specify whether you intend to withdraw or pledge assets and provide the amount and desired date of payment.
6. Outline the purpose for using your occupational pension assets by checking the appropriate box for one of the specified options.
7. Describe the property concerned, such as whether it is an apartment, a single-family home, or a condominium, and provide relevant details like the moving-in date and property location.
8. Indicate your ownership status, whether you will be the sole owner, co-owner, or have similar arrangements.
9. Mention any mortgages applicable to the residential property, including lender details and the amount.
10. In the advance withdrawal section, provide the transfer details for the seller or lender, including their payment address and relevant account information.
11. Specify whether you have made any earlier advance withdrawals, and if so, provide the relevant details.
12. Indicate your employment status and whether you are fully able to work.
13. Review the fees for promotion of homeownership and confirm any statement regarding purchases made in the pension fund over the last three years.
14. Sign and date the form, ensuring to include your spouse or registered partner's signature if applicable.
15. Submit all required legally valid documents as specified in the form instructions for your selected purpose.
16. Finally, once all information is accurately filled out, save your changes, and consider downloading, printing, or sharing the completed form.

Complete your application online today to ensure a smooth processing experience.