Pension transfers

The processes outlined in this section is correct as at July 2011.
The transferring life office may require a willing & able letter from Irish Life, which can be requested from pensionsnewbusiness@irishlife.ie

	Internal transfers within Irish Life Transfer into a new case Personal pension application form Investment instruction form (if self invested fund chosen) Claim request from client Transfer into an existing Irish Life case: Confirmation of investment fund(s) & commission Investment instruction form (if self invested fund chosen) Claim request from client External transfers into Irish Life Transfer into a new case: Personal pension application Investment instruction form (if self invested fund chosen) Confirmation of additional info from transferring company - personal to personal Transfer into an existing Irish Life case: Confirmation of investment fund(s) & commission Investment instruction form (if self invested fund chosen) Confirmation of additional info - personal to personal

Pension transfers

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