How do I apply?
Step 1:
We’ll pass you from our site to Zurich Life’s secure site to complete a simple online application.
Step 2:
Once you submit your online application, we will send you a PRSA Pack in the post. The pack will have some forms for you to sign and return to us. If you wish to contribute more than 15% of your salary we’ll also need your PPS number and proof of identification. We’ll accept a copy of your:
- passport
- driving licence, or
- birth certificate
Step 3:
Once your application has been processed, a pack with your Contract and supporting documents will be posted to you. Your Contract Document is a legal document so it’s important that you keep it safe. You’ll also get a username, password and pin separately for the Zurich Life secure website so you’ll have regular access to information about your PRSA.
And remember, if you’re still not sure which PRSA is right for you, you can get more information at http://www.pensionsboard.ie.
How will I be kept informed about my PRSA?
Zurich Life will update you regularly on your PRSA contract by issuing the following:
| Document | When | What it will tell you |
|---|
| Account Statement | Every six months | A record of the last six months contributions and the value of your PRSA assets at the end of the period. |
| | Tip: Keep these statements safe as they may be required by your Inspector of Taxes. |
| Investment Report | Every six months | Information on the performance of your funds. |
| Statement of Reasonable Projection | At the start of your contract and each year thereafter | An estimate of your fund value at retirement. |
| | | Tip: Remember, projections are not a guarantee and the size of your accumulated fund will depend on your future contributions and investment returns. |