From: Laurent Vuilleumier < >
Date: Wed, 31 May 2000 13:29:16 -0700
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Hi everybody,

I am precisely doing the same thing: getting back my pension
funds (how could it be in English, 2nd pillar?) from Switzerland.
When I left Switzerland I had transferred my pension fund to
a foundation administered by UBS (actually, the situation
changed one or two years ago). This pension fund had three
account: regular account (interest rate between nothing and not
much), secure investment and aggressive investment. Note:
the aggressive one would look pretty tamed in the US.

I got in touch with the person in charge at that foundation (by
email and phone). He confirmed (and he looked absolutely
sure of what he was saying, claiming he did that often) that:

1) One can get the fund if one was living in another country.
2) Some amount of taxes would be deducted at first.
3) The foundation would send me some paperwork to be
   signed by the IRS attesting that I am paying taxes in the US.
4) When I will have returned him the papers, the foundation
   will reimbursed me the TOTALITY of the taxes deducted.

I did not yet started the process, because with the current $
exchange rate this is sort of the worst time to transfer a sizable
chunk of money from Switzerland to US.

Hope it helps.

Laurent

--
Laurent Vuilleumier               e-mail: L_Vuilleumier_at_lbl.gov
Lawrence Berkeley Laboratory      phone : (510) 486-6108
1 Cyclotron Road, 29C             fax   : (510) 486-7303
Berkeley, CA 94720
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