Erroneous payments up to the maximum pillar 3a amount cannot be repaid.
Unfortunately, repayments for personal reasons or due to financial difficulties are also not possible.
Repayments are only possible for the following reasons :
- Payments that exceed the maximum amount
- Effective double payments (2x maximum amount)
- Bank error
You can request this repayment in writing by post or e-mail (fzs@tellco.ch).
Please note that if the amount was invested in securities, a prior sale of the securities in the amount to be canceled is required.
For repayments that do not relate to the current tax year, a repayment request from the tax authorities is required.