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RETIREMENT Claim Checklist

    Claim Form –N.I. 82. This form is completed upon retirement:

    • Age 60 – 64 (insured MUST be no longer in insurable employment).
    • Age 65

    ALL fields must be completed. ALL changes MUST be initialed and / or stamped.

    Section “A” The form MUST be signed and dated by the applicant.

    • If the insured is unable to sign, the thumbprint will be certified at the NIBTT.
    • If the claim is being submitted by a third party, at the “Particulars of Witness to Mark” the thumbprint should be certified by an approved authority.
    • Question #13 should be completed in full detail. For the period 1972 – the period of retirement, each period of employment or unemployment should be stated. Additional paper should be utilized where necessary.
    • Question #14 If the answer is yes, the Social Security number MUST be provided.

    Section “B” to be completed by the Employer.

    • The form MUST be signed, dated and stamped by the insured’s last Employer.
    • The retirement date MUST be accurately stated. This date should be the date the insured was no longer in insurable employment and should correspond with the last date contributions were remitted/due.

    N.I. 165 – This form should be completed in its entirety along with the N.I. 82.

    • The form MUST be signed, dated and stamped by the insured.
    • All various names, date of birth and N.I. numbers used during the insured’s lifetime should be clearly stated.
    • Question #16 should state all the information as stated on form N.I. 82, question 13.
    • Identification Card of the Insured.
    • Original & Copy of the Birth Certificate / Affidavit / Deed Poll / Divorce Decree Absolute / Death Certificate of Spouse.
    • All relevant documentation to support employment, if available, e.g. original & copy of certified payslips, TD4s, Job letters etc. should be submitted.
    • If the method of payment is Financial, the bank statement reflecting the name of the bank, the account number and the branch should be submitted. If the method of payment is Postal a utility bill, no older than three (3) months should be submitted.
    • If the claim is being submitted by a third party, the Identification Card of the third party MUST be presented.
    • The claim MUST be submitted within one (1) year from the date of retirement, if not a letter MUSTbe written with an explanation for the late submission.