Use the checklists below as a project plan, then adapt them to your nationality, canton and family situation.
90-180 days before the move
- Confirm whether you have EU/EFTA free-movement rights or need a third-country immigration route.
- For non-EU employment, ensure the employer starts the permit application.
- For non-working/high-net-worth residence, identify the cantons willing to consider the relevant route before committing to housing.
- Review exit tax, residence and temporary-non-residence rules in the country you are leaving.
- Map bank accounts, brokerage portfolios, companies, pensions, trusts/foundations and property.
- Shortlist cantons using tax, wealth tax, schools, language, housing and airport/rail access.
- Begin school/international-school and childcare enquiries if relevant.
30-90 days before the move
- Secure the Swiss lease or purchase only when the immigration strategy supports it.
- Prepare civil-status documents and apostilles/legalisations where required.
- Prepare household-goods Form 18.44 and inventory.
- Decide what happens to your existing brokerage account.
- Pre-clear source-of-funds/source-of-wealth documentation with the target bank.
- Compare compulsory health-insurance models and premiums for the destination canton.
- Review company management and permanent-establishment risks if you own a foreign company.
Arrival week
- Clear qualifying household effects correctly at customs.
- Register with the commune within 14 days.
- Ensure every family member is registered.
- Confirm the residence-permit process and any biometric appointment.
- Keep the commune’s residence confirmation: you will use it repeatedly.
First three months
- Take out compulsory Swiss health insurance within the three-month deadline.
- Open your operational bank account.
- Move assets only after the bank/broker compliance file is ready.
- Register with the AHV compensation office if you are non-employed and required to do so.
- Update banks, brokers, insurers and corporate records with the new tax residence.
- Review payroll source-tax coding if employed.
- Begin language/integration planning if C permit or citizenship is a long-term objective.
If this decision changes the viability or sequence of your move, a Swiss relocation strategy consultation can apply it to your own facts.
First tax year
- Set aside cash for cantonal/communal tax and wealth tax.
- Obtain valuation data for securities, private companies and property.
- Gather foreign income and asset reporting information.
- Claim foreign withholding-tax relief/credits where available, including DA-1 where relevant.
- Reconcile any tax return still due in your former country.
Company-owner checklist
- Determine where central management and decision-making actually occur.
- Review whether moving yourself also moves tax residence or creates a Swiss permanent establishment for the company.
- Decide whether to keep, migrate, liquidate or replace the foreign entity.
- Open the Swiss business bank account before operational deadlines make it urgent.
- Review Swiss salary/dividend mix, AHV and pension implications.
- Register for VAT if the statutory threshold/rules require it.
Family checklist
- Confirm family-reunification rights and deadlines for non-EU family members.
- Secure school places or international-school admissions.
- Check childcare waiting lists before selecting the commune.
- Arrange health insurance for every family member.
- Update wills, powers of attorney and succession planning for the new residence.
The one-page order
Permit -> canton -> housing -> customs -> registration -> insurance -> banking -> asset transfer -> tax return.
For the surrounding context, see Swiss residence routes.
For the surrounding context, see EU/EFTA residence.
For the surrounding context, see the B permit.
Not every case follows exactly the same path. But if you cannot explain why you are changing that order, pause before you do it.
A checklist is not bureaucracy. It is what keeps an international move from becoming an expensive collection of individually reasonable mistakes.
General information on Swiss law and practice, not individual legal, tax or investment advice.