The lump-sum advisory and processing fee for a cash payout of benefits on relocation from Switzerland depends on the amount of advice and the size of the retirement assets. The following fee schedule applies:
Minimum fee |
CHF 500 |
Maximum fee |
CHF 1,000 |
Exception: flatrate CHF 2'000 consultation and processing fee if the retirement assets were invested in securities for less than 12 months.
Fees for prepayment or pledging in connection with home ownership abroad on request.
Independent
Vested benefits foundation
Herrengasse 14
6430 Schwyz
T +41 41 819 60 73
F +41 41 819 60 69
info(at)independent-foundation.ch
www.independent-foundation.ch
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Withholding tax calculation module
when moving away from Switzerland
With this tool you can calculate the withholding tax rate that would apply (Federation and Canton Schwyz) directly.