Get Group Avc Retirement Plan Application - New Ireland Assurance

Filling out the Group AVC Retirement Plan Application online can be a straightforward process with the right guidance. This comprehensive guide will provide you with step-by-step instructions to ensure that each section and field of the form is completed accurately and efficiently.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to access the application form and open it for editing.
2. In section 1, enter the employer's details. Provide the name of the employer’s main retirement benefits scheme, the normal retirement age, principal employer's name, address, and contact details.
3. In section 2, fill out the details for the Additional Voluntary Contribution (AVC) pension plan. Include the commencement date, next renewal date, and how contributions will be paid—whether in advance or arrears, including the payment method.
4. In section 3, specify investment details. Indicate whether the investment funds for AVC contributions will be selected by the trustee or the member and document their preferences for fund allocation.
5. In section 4, complete the required documentation. Confirm whether contributions are to be paid under the principal employer’s main scheme or a new supplementary AVC scheme. Provide declarations as needed.
6. Complete section 5 by reviewing and signing data protection and declarations. Ensure accuracy in the statements, and confirm consent for data handling.
7. If required, fill out section 6 regarding access to Pension Schemes Online. Provide any necessary details for employer administrator access.
8. You may also need to complete the SEPA direct debit mandate in section 8, providing your account details and signature.
9. Finally, review all sections of the form for accuracy. Once satisfied, you can save changes, download a copy, print, or share the completed application.

Complete your Group AVC Retirement Plan Application online today to secure your retirement benefits!