What documents do I need for financial planning or a retirement strategy?

What documents do I need for financial planning or a retirement strategy?

The more precisely you can demonstrate your financial situation to our experts, the more individual and exact the advice. The following documents – as up to date as possible in each case – should be available for financial planning or a retirement strategy:

  • AHV card and AHV account statement (or IK statement)
  • Retirement provision certificate, retirement provision regulation and retirement provision strategy
  • Tax certificates for any accounts or insurances under the third pillar
  • Statement for your vested benefits accounts (if you are not affiliated with a pension fund)
  • Tax return incl. securities list and current market value of properties and land for construction
  • Mortgage contracts and insurance policies
  • Marriage and inheritance contracts, will
  • If available: current and future budget planning