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  • Your Personal 3a-pillar Retirement Savings Plan With Lienhardt & Partner Privatbank Zrich

Get Your Personal 3a-pillar Retirement Savings Plan With Lienhardt & Partner Privatbank Zrich

Tructions Account number Amount to be transferred Maximum authorised withdrawal Other amount: Currency Desired payment date CHF EURO USD other: Client Payment instructions Name First name Street, N Postal code, place Country Full working capacity yes no Phone Civil status Date of birth E-mail Recipient (has to be the seller, creditor or mortgage lender) Post office account Bank Purpose Clearing number/SWIFT Account numbe.

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The vast majority of banks which let you keep your account as a non-resident charge supplemental non-resident account fees. If you need a Swiss bank account, ask your bank whether you can keep your account after you leave Switzerland, and which non-resident fees apply.

This is known as the “pension gap”. It means that your future pension will probably only cover 60% of your current income. Pillar 3a is so important because it enables you to close this gap. To be able to maintain your standard of living in old age, we recommend that you set up a pillar 3 account with frankly.

When can you withdraw money from a 3rd pillar pension plan? In general, you can withdraw your 3rd pillar savings on retirement or no earlier than five years before reaching retirement age (64 for women, 65 for men). You have the option of withdrawing your savings early if: You want to buy or build your own home.

Pillar 3a is the private pension plan designed to supplement the pillar 1 (OASI) state pension and pillar 2 (BVG) occupational pension. As a private individual, you can pay into a retirement savings account or a pension fund to boost your retirement savings.

You can have your 2nd pillar pension capital paid out early if you leave Switzerland for good. However, this is not possible if you are going to settle in an EU or EFTA country.

The primary aim of private pension provision (Pillar 3) is to give you financial freedom when you retire. If you also opt for the Pillar 3a/3b retirement solution, you can avoid income gaps in retirement and benefit from various other financial advantages.

You can have your leaving benefits paid out to you in cash if you are leaving Switzerland permanently. For proof, you will have to submit confirmation of your deregistration from your local municipality.

You can use your savings from your pillar 3a to finance starting a new life abroad. Depending on where you were resident in Switzerland before leaving, you may be able to save on taxes by making early withdrawals. You can reorganise and re-plan your retirement savings to fit your new life situation.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232