Bermuda pension application form 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling in your personal details in BLOCK CAPITALS. This includes your surname, first name, and middle names. Indicate your title (Mr., Mrs., Miss) by circling the appropriate option.
  3. Provide your maiden name (if applicable) and your permanent address. If your mailing address differs, include that as well. Don’t forget to add your contact information, including telephone numbers and email address.
  4. Enter your date and place of birth. Remember to attach a certified copy of your birth certificate and a valid photo ID or passport with the application.
  5. Fill in banking details accurately, including bank name, account number, and any relevant IBAN or sort codes. Ensure you provide proof of banking details as required.
  6. Indicate if you are receiving any social insurance benefits by circling 'Yes' or 'No'. If yes, specify the type of benefit.
  7. Complete employment history by providing the date of last employment in Bermuda along with employer details and whether it was part-time or full-time.
  8. If applicable, provide information about your spouse including their name, social insurance number, and date of birth.
  9. Finally, complete the declaration section ensuring all statements are true. A witness must sign this section to validate your application.

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Seniors will see the increase reflected in their October 15, 2024, pension payments, including a retroactive adjustment dating back to August 16, 2024. This increase will raise the basic contributory pension from $1,152 to $1,180 per month and increase the maximum pension from $1,673 to $1,713 per month.
You and your employer must contribute 2% of pensionable earnings, increasing by 1% annually until both contribute 5% each. If youre enrolled in a (DB) scheme, the government or Pension Commission may determine whether the 5% minimum applies.
Retirees under CSRS received an average pension of $5,447 per month ($65,364 per year) in 2022 compared to current FERS employees who received an average annuity of $2,126 per month ($25,512 per year).
You can also get an application form from: Your local post office. Your Intreo Centre or Social Welfare Branch Office. Gov.ie (download and print)
You can apply for new State Pension by telephone. A friend or family member can call us for you if you cannot use the telephone. Call the Pension Service. Telephone: 0800 731 7898 Textphone: 0800 731 7339 Page 11 Page 12 The line is open Monday to Friday 8am to 6pm.

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If you are in a defined contribution plan or local retirement product, your named beneficiary will receive the balance remaining in your pension fund account. If no beneficiary is named in writing, the value of your pension will be paid by the plan administrator to your estate.

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