Purchase Transfer
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Purchase

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Context: A facility for the purchase of retirement benefits in the Single Scheme has been established by Regulations (S.I. 252/2019). Details of the facility are set out in Department of Public Expenditure and Reform Circular 15/2019.

Templates: The templates provided in the tables below are intended to assist organisations in the administration of the purchase facility.

Note: The templates and calculation tools below are suggested resources and their use is not mandatory. Organisations are free to use their own resources or to amend the resources below as they see fit.

If your organisation is partnered with a Shared Services Centre for HR, Pensions or Payroll purposes, you may need to clarify with them what elements of work, if any, they have been contracted to undertake on your behalf.

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Descriptor	Type	Link
1.Purchase - Process Map	Process Map
2.Purchase - Process Guidelines	Process Guidelines
3.Circulars and Legislation	Website Page
4.Processing a Purchase or Transfer Application	Summary Note
5.Purchase Worked Examples	Examples
6.Purchase - Expression of Interest	Template Form
7.Member Purchase Cost Calculation Tool	Calculation Tool
8. Retained Single Scheme Benefits (Purchase)	Template Form
9.Administrator Purchase Calculation Tool	Calculation Tool
10.Ineligibility to Purchase	Template Letter
11.Purchase Cost Quotation	Template Letter
12.Purchase Contract	Template Contract

 

Transfer 

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Context: A facility for the transfer of certain Revenue approved benefits into the Single Scheme has been established by Regulations (S.I. 252/2019). Details of the facility are set out in Department of Public Expenditure and Reform Circular 15/2019.

Templates: The templates provided in the tables below are intended to assist organisations in the administration of the transfer facility.

Note: The templates and calculation tools below are suggested resources and their use is not mandatory. Organisations are free to use their own resources or to amend the resources below as they see fit.

If your organisation is partnered with a Shared Services Centre for HR, Pensions or Payroll purposes, you may need to clarify with them what elements of work, if any, they have been contracted to undertake on your behalf.

 

Descriptor	Type	Link
1.Transfer - Process Map	Process Map
2.Transfer - Process Guidelines	Process Guidelines
3.Circulars and Legislation	Website Page
4.Processing a Purchase or Transfer Application	Summary Note
5.Transfer - Worked Examples	Worked Examples
6.Transfer - Expression of Interest	Template Form
7.Member Purchase Cost Calculation Tool	Calculation Tool
8. Retained Single Scheme Benefits (Purchase)	Template Form
9.Administrator Purchase Calculation Tool	Calculation Tool
10.Ineligibility to Transfer	Template Letter
11.Transfer Value Quotation	Template Letter
12.Transfer Contract	Template Contract