Which documents do I need to claim a payout of my vested benefits?

To request a payout of your vested benefits, you need several official documents. The following explanations indicate where you can order the documents, their contents, what they're called abroad and where you can order them abroad.

Civil status certificate (no older than 3 months): this document provides your current personal data such as your name and civil status.

Family record document (marriage certificate): this document confirms the place and date of marriage and contains the current personal details of the husband, wife and children from their marriage. The family record document is reissued each time an event affects your civil status (e.g., birth, death, registration of a child).

Civil partnership certificate: this document confirms the place and date of a registered partnership and the names and domiciles of the partners before and after registration.

Registration notice from the Swiss resident’s registration office (deregistration date no earlier than one year prior) or residence certificate from abroad (issuing date no earlier than 3 months prior)*: this document states the registered person's place of residence at the time of departure from Switzerland to move abroad.

Certificate of inheritance: The certificate of inheritance discloses information about the heirs and is required to gain access to inheritance.

Registered civil status document (issue date as of date of death): This document discloses information about the registered person's parents, spouses and children.

Swiss citizens can order the respective documents (civil status certificate, family record, civil partnership certificate) at the civil register office in their hometown.

Those who are not Swiss citizens can order these statements at the civil register office closest to their current or previous domicile address.

You must request confirmation of place of residence / declaration certificate / certificate of departure in your current domicile (for both citizens and non-citizens). A certificate of inheritance or proof of a deceased pensioner's registered civil status can be picked up at the inheritance office.

If you are no longer a resident in Switzerland, please see below for the list of documents required instead of the civil status certificate and confirmation of place of residence in several other countries. Swiss citizens abroad can get these documents in the consulate of the country in which they live.

Civil status certificate:

Country

Country

Name of the document

Name of the document

Competent authority

Competent authority

Country

Germany

Name of the document

Erweiterte Meldebestätigung

Competent authority

Gemeinde (municipality)

Country

France

Name of the document

Acte de naissance

Competent authority

Gemeinde/Mairie (municipality)

Country

Italy

Name of the document

Certificato di stato civile / stato di famiglia

Competent authority

Gemeinde/Comune (municipality)

Country

Portugal

Name of the document

Certidão do registro civil (nascimento, casamento)

Competent authority

Serviços do Registro Civil

Country

England

Name of the document

Affidavit

Competent authority

Notary

Confirmation  of place:

Country

Country

Name of the document

Name of the document

Competent authority

Competent authority

Country

Germany

Name of the document

Erweiterte Meldebescheinigung

Competent authority

Gemeinde (municipality)

Country

France

Name of the document

Attestation de résidence

Competent authority

Gemeinde/Mairie (municipality)

Country

Italy

Name of the document

Certificato di residenza

Competent authority

Gemeinde/Comune (municipality)

Country

Portugal

Name of the document

Certidao de residencia

Competent authority

Junta de Fregnesia

Country

England

Name of the document

Affidavit

Competent authority

Notary

Country

USA

Name of the document

Confirmation of residency

Competent authority

Inland Revenue Service