Synergy Buy Out Bond

You can use our retirement instruction form for company pension, buy out bond and PRSA AVC.

These are the items that are missed most often – we've listed them according to the relevant page on the application form:

From page 4 (Part 3) – fully completed service dates of relevant employment, in the format dd/mm/yyyy. We'll also need evidence of your client's salary from that employment. You'll need to provide this for all retirement instructions
From page 5 (Part 4) – information about your client's other pension arrangements. You'll need to provide all the required details on all three questions
From page 12 (Part 8) – please tell us what initial commission and FBRC you want to take and which flexible pricing option you choose. If you're taking FBRC, we'll also need to know the payment frequency

These are the items that are missed most often – we've listed them according to the relevant page on the application form:

From page 4 (Part 3) – fully completed service dates of relevant employment, in the format dd/mm/yyyy. We'll also need evidence of your client's salary from that employment. You'll need to provide this for all retirement instructions
From page 5 (Part 4) – information about your client's other pension arrangements. You'll need to provide all the required details on all three questions
From page 12 (Part 8) – please tell us what initial commission and FBRC you want to take and which flexible pricing option you choose. If you're taking FBRC, we'll also need to know the payment frequency

We'll need to see:

Proof of your client's date of birth (for example, a copy of their current passport or driving licence)

If your client is re-investing their pension fund in an ARF with Standard Life, they'll need to complete the 'ARF set up' section of the retirement instruction form.
If your client has chosen execution-only stockbroking, we'll need:

Proof of your client's identity, like a copy of their current passport or driving licence
Proof of your client's address, like a utility bill, bank statement or document from Revenue or Dept of Social Protection. Any or all of these documents should be dated within the last 6 months

If your client is re-investing their pension fund in an annuity with Standard Life, we'll need proof of their identity, like a copy of their current passport or driving licence. If they have chosen to reinvest in a spouse or civil partner's annuity, we'll need proof of the spouse or civil partner's identity and date of birth from the same type of document.

We'll need to see:

Proof of your client's date of birth (for example, a copy of their current passport or driving licence)

Proof of your client's identity, like a copy of their current passport or driving licence
Proof of your client's address, like a utility bill, bank statement or document from Revenue or Dept of Social Protection. Any or all of these documents should be dated within the last 6 months

You can post documents to us at 90 St Stephen's Green, Dublin, D02 F653.

You can also scan and email them to fundtransactions@standardlife.ie, but please remember that you'll need to make sure they're properly protected. We can't guarantee that any email you send us will be received, or that it will remain private and unaltered during internet transmission.

You can post documents to us at 90 St Stephen's Green, Dublin, D02 F653.

The information on standardlife.ie/adviser is designed for financial advisers. It's not suitable for anyone else. If you're not a financial adviser, please go to standardlife.ie for information about the products and services we offer.