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APPLICATION BY TEACHER FOR RETIREMENT PENSION AND LUMP SUM To be completed when applying for payment of Preserved pension and lump sum at age 60/65. - PDF
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Flora Robbins
1 Page 1 of 7 APPLICATION BY TEACHER FOR RETIREMENT PENSION AND LUMP SUM To be completed when applying for payment of Preserved pension and lump sum at age 60/65. Please tick ( ) box to indicate school type in which you taught Primary Secondary Community/Comprehensive PART 1 - YOUR DETAILS Please use BLOCK CAPITALS 1. Your PPS No.: 2. Your Teacher No.: 3. Title: Mr. Mrs. Ms. Other 4. Surname: 5. First name(s): 6. of Birth (DDMMYY): D D M M Y Y 7. Address: 8. Your Telephone No.: Mobile: Landline: 9. Address: 10. of Retirement: PART 2 YOUR SERVICE HISTORY D D M M Y Y Details of Teaching Service (Please use a separate line for each change of School or change of Status within a School):- s of service Status School Perm/Temp/Sub/ Roll Name and Address From To Part time /EPT/ RPT /Job-Sharing/CID number
2 Page 2 of 7 Please answer the following questions. 1. During your teaching career did you give teaching service: Please answer or a) As a member of a Religious Order on the approved staff of a Capitation Primary School? b) As a supernumerary teacher in a Primary School? c) With the Agency for Personal Services Overseas (APSO/Comhlamh)? 2. Have you served as a Teachta Dála, Senator or in a Ministerial capacity? 3. Have you received a marriage gratuity or a refund of contributions for teaching service? 4. Have you applied to purchase a period of actual service given in a Primary, Secondary, Community or Comprehensive School? 5. Were you purchasing Notional Service (CPSN)? 6. Are/were you contributing to Additional Voluntary Contributions? (If, you must complete parts 8A, 8B & 8C fully). Do you intend to use the AVC fund to cover any shortfall in pension contributions or deductions from your gratuity? If so, you must attach a letter outlining your wish to do so. 7. Have you given service in Great Britain or Northern Ireland? 8. Are you in receipt of, or eligible for, benefit from any other Public Service Pension Scheme? 9. Have you given pensionable service in any other State or Semi-State organisation, eg Health Board or Local Authority? 10. Is there a court approved Pension Adjustment Order in place in relation to your retirement benefits? TE: If answer is "yes" please attach a separate sheet giving details. PART 3 YOUR QUALIFICATIONS Primary qualification details (degree/ diploma/certificate etc) Duration of study period to attain this From To years primary qualification Do you hold a Higher Diploma in Please tick as appropriate If yes please state year H.Dip was conferred Education (H.Dip)? PART 4 OTHER INFORMATION Prior to resigning, were you on Leave of Absence? Please tick as appropriate If yes, please give details of the type of absence, (Sick leave, Career break, other please specify) absence commenced Day Month Year of resignation (if you resigned while on leave of absence) Day Month Year PART 5 DECLARATION FOR APPLICATION FOR BENEFITS I wish to apply for payment of Preserved Pension and Lumpsum in accordance with the terms of the Teachers Pension Scheme. I certify that, to the best of my knowledge, the details given in this application are true and correct. I have completed the checklist on the accompanying information leaflet. Teacher s signature
3 Page 3 of 7 PART 6A FOR COMPLETION BY N-MEMBERS OF THE SPOUSES AND CHILDREN S PENSION SCHEME. I declare that I am not a member of the Spouses and Children s Pension Scheme. I understand as a result of my non-membership of the Spouses and Children s Scheme that should I predecease my spouse/civil partner s/he will have no entitlements under that scheme nor will my children (if any) as I am not a member. Name of Teacher (Block Capitals) Signature of Teacher If you are not a member of the Spouses and Children s scheme, please proceed to Part 7A of this form having completed the above PART 6B - FOR COMPLETION BY MEMBERS OF THE SPOUSES AND CHILDREN S PENSION SCHEME I declare that I am a member of the Spouses and Children s Pension Scheme. Name of Teacher (Block Capitals) Signature of Teacher 1 Please tick ( ) the correct description of your status Single Married In a Civil Partnership Widowed Separated Divorced If you have been single for the entire period of your membership of this scheme please proceed to Part 7 of this form. 2 If you are married, in a civil partnership, widowed, separated, or divorced, please complete V, W X, Y and Z V Name of Spouse/Civil Partner W of Marriage/Civil Partnership X If your spouse/civil partner have predeceased you, please state date of death of spouse/civil partner. Y If you are divorced, please state date of divorce Day Month Year Enclosures Marriage/Civil partnership certificate Death certificate Decree Absolute Z Is there a Pension Adjustment Order (PAO) Pension Adjustment Order (PAO) PART 6C THIS SECTION TO BE COMPLETED BY LEGAL SPOUSE/CIVIL PARTNER* My Name* (Block Capitals) I declare that I am the Legal Spouse/Civil Partner of the Applicant named at Part 1 of this application form. Signature of Legal Spouse/Civil Partner
4 Page 4 of 7 PART 7A REVENUE PENSIONS DECLARATION - MANDATORY 1. Did you, on or after 7 December 2005: (a) Become entitled to any pension¹, lump sum or any other pension related benefit (e.g. defined benefit / defined contribution occupational pension scheme, retirement annuity contract, PRSA, Additional Voluntary Contributions (AVC) for the purpose of supplementing retirement benefits etc) other than your pension entitlements from the Pension Scheme currently being claimed, or (b) Direct that a payment or transfer be made to an overseas pension arrangement? Please answer / 2. Prior to the date of your retirement, or the date of commencement of pension payment, do you: (a) Expect to become entitled to any pension, lump sum or any other pension related benefit (e.g. defined benefit / defined contribution occupational pension scheme, retirement annuity contract, PRSA, Additional Voluntary Contributions (AVC) for the purpose of supplementing retirement benefits etc) (other than the benefits arising from the current Pension being claimed), or (b) Intend to direct that a payment or transfer be made to an overseas pension arrangement? If you have answered to questions 1 or 2, you are required to complete Part 7B & 7Cof this Declaration Form If you have answered to the questions 1 or 2, you are required to complete Part 7C below. ¹ This does not include i) social welfare benefits, such as the State Pension or ii) private pension benefits which you received or which came into payment before 07 December PART 7B REVENUE PENSIONS DECLARATION 3. If you have an entitlement to any relevant pension benefit, other than the current pension entitlement now being claimed, please provide the following details in a separate document. a) the type of pension arrangement (e.g. defined benefit / defined contribution occupational pension scheme, retirement annuity contract, PRSA, Additional Voluntary Contributions (AVC) for the purpose of supplementing retirement benefits etc.); b) the date you became (or expect to become) entitled to the benefit(s) under the arrangement; c) the nature of the benefit(s) (e.g. pension, annuity, tax-free lump sum, taxable lump-sum, transfer to an Approved Retirement Fund etc); d) the name of the scheme/arrangement; e) the contact details for the scheme administrator; f) your reference number under the scheme/arrangement; g) in the case of a transfer made (or to be made) to an overseas pension arrangement, the amount or value (or expected amount or value) of the payment or transfer and the name of the scheme to which the transfer was (or is to be) made; h) in the case of each defined contribution arrangement, the value of the fund (or the expected value of the fund) on the date you became (or expect to become) entitled to the benefit(s) under the arrangement;
5 Page 5 of 7 (i) in the case of each defined benefit arrangement: i. where you have taken (or intend to take ) a pension under the arrangement the annual amount of the pension payable (or expected to be payable) to you when the pension commenced (or commences) (please provide monetary amount); ii. the amount of any separate lump sum benefit taken or to be taken (ie other than by way of commutation of a pension) (please provide monetary amount); iii. where you have exercised an option (or intend to) in accordance with section 772(3A), 784(2A) or 787H(1) of the Taxes Consolidation Act 1997 (i.e. an ARF option), the amount or market value of the cash or other assets as were (or are expected to be) transferred either to you, to an ARF and/or an AMRF, following the exercise of the option. iv. Where you have not exercised an option (or do not intend to do so) in accordance with section 787H(1) of the Taxes Consolidation Act 1997 and instead have retained (or intend to retain) the assets of the PRSA in that or any other PRSA, the amount or market value of the cash or other assets as are retained in the PRSA 4. Do you have a certificate from the Revenue Commissioners stating the amount of the Personal Funds Threshold in accordance with section 787P of the Taxes Consolidation Act 1997 (If the answer is, please enclose a copy) PART 7C REVENUE PENSIONS DECLARATION I declare that the information provided by me in this form is complete and correct. I consent to the administrator of the Teachers Pension Scheme contacting the scheme administrator, as appropriate, on my behalf for the purposes of clarifying, if necessary, any aspect of the information provided under this Declaration. FULL NAME (Block Capitals) SIGNATURE DATE PPS NUMBER ADDRESS Be aware that there is provision in the legislation that, where capital value of one s pension benefits exceeds the SFT/PFT, tax due on any chargeable excess may be deducted from the pensioner s lump sum or ongoing pension
6 Page 6 of 7 PSPR Decl PART 8- AMALGAMATION OF PUBLIC SERVICE PENSIONS FOR PSPR PURPOSES Name PPSN Pension No. Are you in receipt of a benefit from any other Public Service Pension Scheme? (Tick as appropriate) IF, PROCEED TO DECLARATION. IF, PLEASE PROVIDE THE FOLLOWING INFORMATION: Other Paying Authority information required Name: Address: Type of Pension: Member, Spouse/Civil Partner. If Spouse s pension please confirm Spouse s/civil Partner retirement date, if s/he was in receipt of pension Additional information regarding Paying Authority if known to you Address Contact Name Phone Number Employer Registration Number Pension commencement date Annual Pension (ie gross amount before deduction of PSPR) Declaration I declare that all the information I have given on this form is correct. I understand that I am legally obliged to inform the Department if I become entitled to another public service pension which is subject to PSPR. I authorise the Department of Education and Skills to contact the Paying Authority stated above to verify the information I have provided. Signature: :
7 Page 7 of 7 CHECKLIST FOR COMPLETION OF FORM Ret P2 (APPLICATION FOR PRESERVED BENEFITS) Incomplete information or missing documentation is likely to result in delayed payment when pension entitlements are being processed. Please answer or below to confirm that you have completed, signed and included all necessary documentation in an envelope with your application:- Fully completed and signed Application (Form Ret P2) Mandatory Declaration for application of benefits signed (Form Ret P2 Part 5) Mandatory Signature by Non member of Spouse and Children Scheme (Part 6A) If applicable Signature by Member of Spouse and Children Scheme (Part 6B) If applicable Signature of Spouse/Civil Partner of member of Spouse and Children If applicable Scheme (Part 6C) Pension Adjustment Order (Form Ret P2 Part 6B Z ) If applicable Civil Marriage Certificate/Civil Partnership Certificate If applicable Revenue Pensions Declaration (Form Ret P2 Part 7A & Part 7C and Mandatory 7B if applicable) Amalgamation of Public Sector Pensions for PSPR purposes (Part 9) Authorisation of payment to your bank account (separate form - BANK FORM 1) Mandatory I have completed the form fully, obtained the relevant documents, checked all against this completed check list and enclose all the documentation required. Signature of Teacher