Irish Pensions and Finance

Retirement Claim process – Irish Pensions and Finance

Are you approaching retirement and ready to make a claim on your AVC?

Below is a list of the paperwork that will be needed to complete your claim. 

1) AVC Retirement Claim Form
Print, sign and return the Claim Form above
2) Proof of your PPS number
(P60 / P45 / payslip)
3) Copy of Passport or Drivers License
If your policy is in a different name than on your Passport / Drivers License, please provide both Marriage and Birth Certificate.
4) Letter from your employer
Outlining the following; Years of service, final salary, Tax Free Lump Sum amount and annual pension amount.
5) Details of any other pensions in place
Where applicable

Please do not submit until you have all the paperwork requested.
Your Retirement Claim can only be processed once all paperwork is received.
For any queries in relation to your claim, please contact our Retirement Helpdesk on 01 6910317.

    Submit your claim:

    * Indicates required field

    Name *



    Phone Number *

    Email *

    Retirement Date *

    Policy Number *


    1) AVC Retirement Claim Form *

    Max file size: 20MB

    Letter from your employer *

    Max file size: 20MB

    2) Proof of your PPS number *

    Max file size: 20MB

    5) Details of any other pensions *

    Max file size: 20MB

    3)Copy of Passport/ Drivers Licence *

    Max file size: 20MB

    6) Any other relevant info *

    Max file size: 20MB

By submitting your details above, you agree to be contacted by Irish Pensions & Finance in relation to services provided, At IPF, we take your data protection seriously and will only use your data as outlined in our privacy statement.