How can I find out if I have pension assets with AVENA? Read more about How can I find out if I have pension assets with AVENA? Please call us at 021 212 25 55, and we will tell you how to proceed. You can also contact the 2nd Pillar Central Office to carry out a nationwide search: https://sfbvg.ch/en/tasks/enquiry-about-occupational-benefit-credit-balances.
What are AVENA's bank details, so that I can transfer my vested termination benefit? Read more about What are AVENA's bank details, so that I can transfer my vested termination benefit? Please call us at 021 212 22 00. We will provide you with the bank details.
How can I find out the amount of my vested termination benefit? Read more about How can I find out the amount of my vested termination benefit? You can find this information in the online portal. If you no longer have your login details, please contact your relationship manager, who will help you.
How can I find details on my pension plan? Read more about How can I find details on my pension plan? You can find this information in the online portal. If you no longer have your login details, please contact your relationship manager, who will help you.
If I leave my job, can my pension be transferred to two vested benefits accounts? Read more about If I leave my job, can my pension be transferred to two vested benefits accounts? Yes, as long as it is transferred to two accounts at two different institutions.
Can I transfer money from my private pension to my occupational pension? Read more about Can I transfer money from my private pension to my occupational pension? You can. It will be transferred as vested termination benefits but won’t be tax deductible.
I want to become self-employed. Can I withdraw my LPP pension? How will it affect my taxes? Read more about I want to become self-employed. Can I withdraw my LPP pension? How will it affect my taxes? A cash withdrawal is only possible if you are primarily self-employed and no longer subject to compulsory occupational pension insurance. You will be subject to a one-off tax at a reduced rate (in Vaud, one-fifth of the usual rate). The federal tax is also set at one-fifth of the usual rate. The pension fund is required to inform the Swiss Federal Tax Administration (FTA) that you have received this lump-sum payment. You must also inform your cantonal tax authority.