Phoenix Ireland

 

                        
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forms
Administraton Forms & Documentation
Forms
  
 

To speed up your request you can print off the appropriate form below and return it to us using the address provided.

Click on the links below to download literature items in PDF format. If you are unable to access any of the PDF's linked below, please contact us.

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Maturity Documentation
 
pdf Maturity Form
pdf Lost Deed of Assignment and Trust
pdf Lost Policy Declaration
   
Switch Documentation
 
pdf Switch Form
 


This form is required should you wish to switch from your existing fund  into a new fund. Before you switch funds we recommend that you read the Switch Information & Guidelines document below and seek advice from your Independent Financial Advisor.

Phoenix Ireland offers a wide range of funds, although availability may be restricted depending on the type of investment you have with us.For the full list of funds available and corresponding fund performance details, please refer to our Monthly Investment Bulletins. 

If you wish to switch funds within your pension policy, you may switch into the funds detailed under the Select Pension Funds section.

If you are invested in one of our life policies you may switch into our Selexis Life Funds or Net Life Funds depending on when your policy commenced: Selexis funds are only available to policies commencing after 01/01/2001 whereas Net Life Funds are available only to policies taken out before 01/01/2001.
pdf Switch Information & Guidelines
   
Retirement Forms
   
pdf Personal Pension - Retirement Request Form
 
This form is for personal pension contracts, for choosing how you wish to take your your retirement benefits. If you have a personal pension contract, we will issue this along with your retirement figures and options. If you are nearing retirement and would like to request your figures and options, please email info@pglireland.net or call our customer service desk on 01-6399859.
   

pdf

 

Withdrawal Form (for schemes)
If you are part of a corporate pension scheme with us and wish to transfer to another life company, this form is required to be completed. Trustee authorisation is required in this instance.
   

pdf

 

Retirement Advice Form (for schemes)
This form is for corporate pension scheme contracts, for choosing how you wish to take your your retirement benefits. If you have a corporate pension contract, we will issue this along with your retirement figures and options. If you are nearing retirement and would like to request your figures and options, please email info@pglireland.net or call our customer service desk on 01-6399859.
   
Other Forms
   
pdf Terms of Business
pdf Benefit Crystallisation Events Declaration - Exec
pdf Benefit Crystallisation Events Declaration - PPP
pdf Overseas Transfer Declaration
pdf Request to transfer to ARF
pdf Full Encashment Form
pdf Declaration of Health (Pension)
pdf Declaration of Health (Life)
pdf Change of Address
pdf Change of Name
pdf Medical Questionnaire
pdf PHI Claim Form
pdf Unit Linked Encashment Form
pdf Lapse value claim Form
pdf Declaration of Residency
   
 


Phoenix Life Limited, trading as Phoenix Ireland, is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority in the United Kingdom and is regulated by the Central Bank of Ireland for conduct of business rules. Phoenix Life Limited is incorporated in England (Company No. 1016269) and its registered office is 1 Wythall Green Way, Wythall, Birmingham B47 6WG United Kingdom. An up-to-date list of its directors, containing the particulars required by paragraphs (a), (b) and (c) of Section 196(1) of the Companies Act 1963, is available upon request from the company’s registered office.