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  • Personal Retirement Bond
Date Requested Requested By Sche or Memb #Documents Description Date Produced Status Actions
ID Batch Name Record Type Status Created Last Updated
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ID Batch Name Record Type Status Created Last Updated
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Add Member Prerequisite

Work Tracking Details

Work Item No. associated with adding this applicant

Member Details

Title
First (given) Name of Applicant
Surname of applicant
Date of birth of applicant
PPS number of applicant
Gender
PRB Start Date
Has evidence Of Date Of Birth been received?
Does the applicant have any entitlements to pension benefits arising from another plan or policy?

PRB Additional Details

Type of Bond being purchased
Percentage of Investment amount payable to Agent by way of commission
Investment Terms applicable to Bond
Agent for the Bond holder.
Normal Retirement Age of Purchasing Scheme
Original Normal Retirement Date
Scheme number to which PRB is to be added
Date individual intends to take PRB benefits at
Override Retirement Age
Has an Irish Life Application form been completed by the applicant & trustees?
Which of the following has been received along with this application?
Is there another PRB for this applicant with Irish Life under the same employer, or have the trustees split a transfer payment from the same employer over more than one Irish Life PRB?
Has the member left employment?
  • Please ensure that the details you have entered on this screen are correct. Once you click 'Continue', you will not be able to change them.
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