Skip to main content
All CollectionsEmployee Support
Retirement Claims Checklist
Retirement Claims Checklist
Updated over a month ago

Our dedicated Retirement Hub Team prepare personalised retirement options for plan members. If you are less than 6 months from your normal retirement age and have not yet requested your retirement options you should contact the Retirement Hub Team by calling them on (01) 617 2680 or by emailing them at [email protected] including your member number and your employer reference number.

The team will send on your retirement pack which will outline your options. This pack will include a claim form and a list of items that you will need to send to us to process and finalise drawing down your pension savings. You should start gathering the various documents needed now to draw down your pension savings. You will find a list of these items here - https://www.newireland.ie/view-document/304257-304257_MyPension365_Retirement_Claims_Checklist_4675545_v1.07.24.pdf

What happens next?

If you have received your options you should speak to your Financial Broker or Advisor who will be happy to discuss the options available to you and next steps to draw down your pension savings.

If you have already requested your retirement options and have not yet received them, the Retirement Hub Team will be in touch with you shortly.

If you have already sent us your claim form and relevant documents, the Retirement Hub Team will be in touch with you soon about drawing down your pension savings.

Please note, we need your fully completed claim form and all relevant documents to start processing your retirement claim

Did this answer your question?