Purchase into the pension fund

Purchase into the pension fund
Increase your retirement capital, close pension gaps, and save on taxes

Voluntary purchases of pension benefits allow you to make up missing contribution years or offset gaps in cover caused by salary increases. This will increase your retirement benefits at retirement, allow you to benefit from attractive long-term interest, and enable you to save taxes at the same time.

Downloads

Ordinary purchases

You can make purchases only if there are coverage gaps The provisional possible purchase amount is shown on your insurance certificate below the line “maximum possible purchase”.

Important

  • If you are planning to retire within the next few years and are considering a full or partial lump-sum withdrawal, you must bear in mind the three-year blocking period imposed following the voluntary purchase. Please contact the relevant tax authority.
  • In the case of persons who have relocated from abroad and never belonged to a pension fund in Switzerland, during the first five years the annual buy-in may not exceed 20% of the insured salary.

Taking early retirement

Your purchase potential has been exhausted, but you still plan to take early retirement. Your objective is to receive the same pension as in the case of ordinary retirement. By purchasing additional benefits to finance early retirement, you can close gaps in cover that this option creates. However, such a purchase is not possible in every case. Whether a purchase is an option for you and what needs to be considered is explained in our information sheet.

Important

If you are planning to retire in the coming years and are considering a full or partial lump-sum withdrawal, you must observe the three-year blocking period following a voluntary purchase. Please contact the relevant tax authority.

Procedure

  1. Complete the Questionnaire for Calculating the Maximum Possible Purchase amount, and send it to us at hc.agsa@etrehcisrev or by post. Important: Please let us know the date on which your early retirement is planned.
  2. We will determine your effective purchase potential and send you the calculation together with a payment slip.
  3. You decide whether and how much of your available purchase potential you wish to pay in
  4. After making a payment, you will receive an updated insurance certificate.
  5. At the beginning of the following year, we will send you a tax certificate for your purchase.