When will I receive the tax statement for my pillar 3a pension account?

The annual tax statement is created on 31 December and issued in January.

If you receive your bank documents in digital form (PDF), you will find the tax certificate for deposits into your pillar 3a account in E-Banking or in the UBS Safe on the first few days of the new year.

The easiest and fastest way is to have your tax statement delivered in digital form (PDF) in E-Banking.

We will send the free tax certificate by mail in January to clients who do not have their bank documents sent to them digitally.