Retirement and Death Claims

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Personal Pension & PRSA Requirements

  • Evidence of €12,700 guaranteed pension income, if applicable
  • Evidence of age (birth cert or passport)

Trivial option

  • This option is only available where the total pension after lump sum is less than €30,000

Company Pension & AVC Requirements

  • Evidence of €12,700 guaranteed pension income, if applicable
  • Evidence of age (birth cert or passport)                
  • For 20% directors – P60 confirming the member’s highest three consecutive salaries in the 10 years prior to retirement/leaving service
  • On early retirement, 20% directors must include a letter from the company accountant confirming the disposal of their shareholding

Trivial option

  • This option is only available where the total pension after lump sum is less than €30,000

PRB Requirements

  • Evidence of age (birth cert or passport)                
  • For 20% directors – P60 confirming the member’s highest three consecutive salaries in the 10 years prior to retirement/leaving service
  • On early retirement, 20% directors must include a letter from the company accountant confirming the disposal of their shareholding

Trivial option

  • This option is only available where the total pension after lump sum is less than €30,000

PRSA AVC Requirements

  • Evidence of €12,700 guaranteed pension income, if applicable
  • Evidence of age (birth cert or passport)
  • For 20% directors – P60 confirming the member’s highest three consecutive salaries in the 10 years prior to retirement/leaving service
  • On early retirement, 20% directors must include a letter from the company accountant confirming the disposal of their shareholding

Trivial option

  • This option is only available where the total pension after lump sum is less than €30,000

Death Claims