Useful Forms

If you cannot find the form you are looking for, please contact our Customer Service Team on 1890 64 64 64 or email We will be happy to help.

Cash Request

PDF Icon Customer Cash Request Form

PDF Icon Company Cash Request Form

Retirement Claim

PDF Icon ARF Withdrawal Form

PDF Icon Retirement Claim Form - Buy Out Bond

PDF Icon Retirement Claim Form - Personal Pension & PRSA 

PDF Icon Transfer Form - Buy Out Bond 

PDF Icon Transfer Form - Personal Pension 

PDF Icon Transfer Form - PRSA 

Fund Switch

PDF Icon Fund Switch - Savings Policy 

PDF Icon Fund Switch - Investments 

PDF Icon Fund Switch – Personal Pension, PRSA & Buy out Bond 

PDF Icon Fund Switch – Company / Group Pension 


PDF Icon Direct Debit Mandate 

PDF Icon Conversion Option 

PDF Icon Lost Policy Declaration 

PDF Icon Letter of Wishes 

PDF Icon Pension Date Alteration – Executive Pensions 

PDF Icon Pension Date Alteration - Personal Pension 

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