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Inheritance rules for pillar 3a assets

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Forum Retirement Forum Pillar 3 Inheritance rules for pillar 3a assets

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BenutzernameMoneyland User Questions
Status Member
Registriert seit1/27/17
Beiträge2142

September 27, 2017, 9:38:01 AM

Are Swiss pillar 3a retirement savings inherited by legal heirs if their owner dies?

BenutzernameMoneyguru von moneyland.ch
OrtSchweiz
Status Expert
Registriert seit8/4/15
Beiträge4072

September 27, 2017, 11:16:47 AM

Hi there,

If a deceased individual leaves pillar 3a retirement assets, these assets can be claimed by heirs in this priority:

1. The surviving spouse or registered partner of the deceased.

2. Direct descendants of the deceased. Individuals who are financially dependent on the deceased. Individuals who lived with the deceased for 5 consecutive years leading up to their death. Individuals who share one or more dependent children with the deceased and are responsible for the care of these children.

3. The parents of the deceased.

4. The siblings of the deceased.

5. Remaining legal heirs as per Swiss inheritance rules.

Best regards from Moneyguru

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