Prepare AHV pension
5 tasks in suggested order
1. Check the individual account for contribution gaps
Official source: www.bsv.admin.ch
2. Request an advance pension calculation
Official source: www.ahv-iv.ch
3. Choose early withdrawal, reference age or deferral
Official source: www.ahv-iv.ch
4. Include the pension fund and private pension provision
Official source: www.ch.ch
5. Claim AHV old-age pension
The AHV old-age pension must be claimed from the competent compensation office; the official information service explains the claim and calculation.
When?
Apply for the AHV old-age pension in good time before the reference age; official information recommends allowing several months.
Where / who?
Competent AHV compensation office.
What to prepare?
AHV number, personal/civil-status details, bank details and information on insurance periods.
What to check?
The pension is not paid automatically. The reference age and flexible drawing options depend on personal details/transitional rules.
Official source: AHV/IV Informationsstelle
