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Informationsbrief und Kontoauszug - an Kunde
Informationsbrief und Kontoauszug - an Kunde
Amogha Pandeshwar
Hamsini, 9-19F, opposite Panchayat,
Kadekar , Udupi Office,
576103 Udupi
India
We herewith confirm to you that we have made the following payment as a result of emigration:
Pandeshwar
Amogha
For those beneficiaries with place of residence in Switzerland the Swiss Federal Tax Administration was notified of
the payment in accordance with the regulations, insofar as the tax limit of CHF 5'000.00 has been exceeded.
For those beneficiaries with place of residence abroad the withholding taxes were deducted on the basis of Zurich
as place of domicile in accordance with the dual taxation agreements, insofar as the tax limit of CHF 1'000.00 has
been exceeded.
The form "Claim to refund of the withholding tax on settlements in cash by pension funds with registered office in
Switzerland" and further explanation can be found on the homepage
https://www.steueramt.zh.ch
501000041623704
Tax Office of the City of Zurich, Withholding Tax Service, Werdstrasse 75, 8022 Zurich
Yours sincerely
Statutory amounts
Amount LPP share Non-compulsory component Date
Vested benefits CHF 30'110.74 12'984.49 17'126.25
Vested benefits at age 50 CHF 0.00
Vested benefits on marriage/partnership CHF 0.00 0.00 0.00 unknown
Amount paid due to divorce CHF unknown unknown unknown unknown
Amount paid due to promotion of home ownership CHF 0.00 0.00 0.00 unknown
No pledges
Amount paid due to realisation of pledge CHF unknown unknown unknown unknown
First termination benefit notified CHF unknown
No health provision
No purchases
Account statement
Date Enty text Debit Credit Value date Balance
Jan 1, 2024 Carrying forward Jan 1, 2024 30'048.56
Jul 4, 2024 Interest 62.18 Jul 5, 2024
Jul 4, 2024 Withholding tax 1'817.50 Jul 5, 2024
Jul 4, 2024 Departure from Switzerland / EU 28'293.24 Jul 5, 2024
Pandeshwar
Amogha
Hamsini, 9-19F, opposite Panchayat,
Kade
576103 Udupi
Indien
Current Balance 0.00
Total vested benefits CHF 0.00
Note
Credit balances and income are tax free up to the maturity date and do not need to be declared in your tax return.
In the absence of any notification from you to the contrary within 30 days you are deemed to have accepted the entries and balance as
being correct.
If you have any questions, please refer to our website www.aeis.ch. This offers the possibility of entering your query using a search
function and receiving answers to the most frequently asked questions. You can also find info brochures, explanatory videos, application
forms, the Plan Rules and comprehensive information about our institution.
501000041623704