Step 1: Request your retirement options from our Customer Service team or your Financial Broker or Advisor

You can contact our Customer Service team using the details in the Contact Us section below to receive a copy of your retirement options.

Step 2: Review your retirement options with your Financial Broker or Advisor

They’ll walk you through your retirement options and explain everything in a clear and simple way. Don't have a Financial Broker or Advisor? Contact our Customer Service Team for support.

Step 3: Gather the documentation that you need

This includes valid photo ID, proof of your PPS number, your bank account details and a recent bank statement. You'll be asked to upload a copy of these as part of your online retirement claim.

Step 4: Sign up or log in to my.newireland.ie

A simple way to view and manage all your policies in one place—and where you'll submit your retirement claim online. You can find out more at mynewireland.

Step 5: Start your retirement journey on mynewireland

Once you’ve signed in, select Make a Request and choose Retirement Claim. From here, you can update your details, select the policies you want to retire, confirm your bank details and upload your documents. You’ll also be asked to input your Financial Broker or Advisor’s email address.

Step 6: Submit your claim to your Financial Broker or Advisor

Once they have completed their part of your claim and sent you any relevant documents to sign via Docusign, they will then hand it over to the Customer Service team to process. Your Financial Broker or Advisor will support you through your next steps and provide advice when you need it.

Step 7: Keep up to date

You can check the status of your claim, including when it's been processed, under My Requests in your mynewireland account.