Zurich PRSA or PRSA AVC top up

Top-ups to your existing Zurich PRSA policy.

PLEASE NOTE – IT IS NOT NECESSARY TO COMPLETE A NEW APPLICATION FORM WHEN YOU ARE ADDING A LUMP SUM TO YOUR EXISTING

PRSA. You can just make your payment with instructions to Zurich as follows:

LUMP SUM TOP UPS

Option 1: Pay by EFT.

Depending on who you bank with, it can take 3 to 5 working days for EFT transfers to reach Zurich. With this in mind, please remember that the Investment date is the date Zurich receive funds (assuming you have given them a valid fund choice. If they don’t have a valid fund choice, the effective date will be the date that the fund choice is received).

The two-step rule:

• 1. Let Zurich know it’s you: Always quote the Policy Number or if it’s a new plan, quote the Date of Birth of
  the policy owner in the EFT reference
• 2. Let Zurich know it’s done: So that they can track and allocate the payment, send them an email to
  escashiers@zurich.com, Customer service (customerservices@zurich.com) or your service team (info@labrokers.ie)
  telling them:

• A. Exact amount
• B. Policy Number
• C. Supporting instructions (if relevant) – This is your fund choice for this new investment if different
  to your current investment or if the fund choice is the same as present state fund choice the same as at
  present. Also if you wish to avail of the new 0.75% annual management charge please write this
  instruction. ‘ Wish to avail of LABrokers 0.75% amc’.

Option 2: Pay by cheque or bank draft

Payable to Zurich with your name and address, date of birth and your policy number clearly written on the back. You
can FREEPOST this to Zurich or you can hand deliver it in person. Their postal address is:

• Customer Services Zurich Life, Zurich House, Frascati Road, Blackrock, FREEPOST, Co. Dublin.
• Once you make payment please e mail the following to let them know: escashiers@zurich.com, Zst7@zurich.com,
  info@labrokers.ie
• If you wish to contact Zurich customer services their number is 0818 804164 and they are open Monday to Friday
  09:00 to 17:00.
• You should not send any payment to LABrokers as we do not handle client funds.

To INCREASE your monthly payments.

Instruction – send a signed letter quoting your name and policy number to customerservices@zurich.com. In your letter
advise the current monthly payment and the revised monthly payment. Advise them of the date you wish this to take
place. This is always the first of any month. Advise them if this new increased amount has to go into different
PRSA funds to what you currently have or if there is no change let them know in your letter by writing “I would like the above amount(s) invested as per the current fund selection on my pension policy noted above”. If you are increasing your monthly payment by €100 or more advise Zurich that you wish to avail of the new 100% allocation and 0.75% annual management charge with your LABrokers Zurich PRSA.

For single premium payments or increases in monthly payments, you may find this ‘Zurich PRSA and PRSA AVC Top up form’ useful as the instructions are clear –