Get Application For An Advance Withdrawal - Swisscanto

This guide provides clear instructions on how to complete the Application For An Advance Withdrawal - Swisscanto online. By following the steps outlined below, users can efficiently navigate the form and submit their applications with confidence.

Follow the steps to successfully complete your application online.

1. Click the ‘Get Form’ button to obtain the application form and open it in the designated online editor.
2. Enter your personal details in the appropriate fields. Fill in your surname, first name, date of birth, and social security number. Be sure to provide accurate information.
3. Complete your address details including street name and number, postcode, and town. Ensure these fields are filled accurately for correspondence purposes.
4. Select your marital status from the provided options: Single, Cohabiting, Divorced, Widowed, Married, or Registered Partnership. If applicable, enter the date of marriage or registration of partnership.
5. Provide your daytime telephone number for follow-up communications.
6. Indicate your employability status by selecting either 'Yes' or 'No' in response to whether you are fully employable and/or capable of working.
7. Select the purpose for your advance withdrawal from the options provided, such as setting up residential property, acquiring property, or amortizing a mortgage. Make sure to include any necessary enclosures as specified.
8. Specify the amount you are applying for by either selecting the maximum amount possible or entering a specific amount in CHF.
9. Indicate your ownership type concerning the property by selecting Sole ownership, Co-ownership, or Joint ownership.
10. If applicable, select whether you would like to arrange a supplementary insurance policy by answering 'Yes' or 'No.'
11. Enter your bank details including the name of your bank, clearing number, account number, and the name of the account holder. Attach any relevant payment slips as required.
12. Provide details regarding the relevant land registry, including postcode, town, land register number, and plot number as needed.
13. Include any additional notes or comments in the provided section.
14. If you are married or in a registered partnership, ensure to acquire the written agreement of your spouse or partner, with the required notarization or witness confirmation.
15. Read and confirm your understanding of the information sheet regarding advance withdrawals. Finally, fill in the place, date, and sign the form. Make sure to secure signatures from any required parties.
16. After completing the form, save your changes, and choose to download, print, or share the completed application as necessary.

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