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

The annual tax certificate is compiled mid-January and delivered in the beginning of February at the latest.

If you receive your banking documents digitally (as PDF), you can find the tax certificate for payments into pillar 3a in E-Banking or in the UBS Safe from 16 January.

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.