Irish Pensions and Finance

Pension Death Claim – Irish Pensions and Finance

Pension Death Claim

Settling the affairs of a loved one after they pass can be a stressful and overwhelming process.
​Below, we have outlined a simple step-by-step guide to settling the claim on a pension policy after the death of a loved one.

Step 1: Contact our Helpdesk on 01 6910317
Our dedicated team will be on hand to help guide you through the process.

Step 2: The following paperwork will be required:

  1. Certified copy of the Death Certificate
  2. A completed Death Claim form (See below to download)
  3. Grant of Probate may be required depending on the value of the pension
  4. Copy of valid Photo ID & Proof of address of beneficiary
  5. A copy of marriage Certificate if Applicable
  6. Death claim form, to be completed by the executor of the deceased’s estate
  7. Other Requirements may be required.

Step 3: The Insurance Company will assess the claim.
f any further requirements are needed at this stage they will contact you to request same.

Step 4: Claim is settled and payment made
Once the claim is assessed and finalised payment will be made by EFT/ Cheque to the beneficiary of the policy.

​Claim Forms by Life Company:
New Ireland Assurance
Zurich Life
​Irish Life