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How do I fill this out?

To fill out this form, please use BLOCK CAPITALS and ensure all questions are answered. Provide personal details, employment history, and banking information. Submit the form within 13 weeks of eligibility to avoid delay in benefit payment.

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How to fill out the Contributory Pension/Gratuity Application Form (Bermuda)?

  1. 1

    Use BLOCK CAPITALS to fill out the form.

  2. 2

    Provide personal details such as name, address, and date of birth.

  3. 3

    List employment history and any receipt of social insurance benefits.

  4. 4

    Include banking information for pension payment.

  5. 5

    Submit the form within 13 weeks of eligibility.

Who needs the Contributory Pension/Gratuity Application Form (Bermuda)?

  1. 1

    Retired individuals over the age of 65 who qualify for pension.

  2. 2

    Individuals who want to apply for contributory old age pension.

  3. 3

    Applicants who need to provide proof of their banking details.

  4. 4

    Persons who have worked in Bermuda and are eligible for pension.

  5. 5

    Individuals who need to declare their employment history.

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What are the instructions for submitting this form?

To submit this form, you can either take it in person to the Department of Social Insurance, Ground Floor, Government Administration Building, 30 Parliament Street, Hamilton HM 12, Bermuda, or mail it to the same address. You may also submit it via email to sibenefits@gov.bm or fax to 441-295-9467. Ensure all sections are completed, and attach required documents such as a certified copy of your birth certificate, photo ID, or valid passport, and proof of banking details. For queries, call 294-9242 ext 1129 or email sibenefits@gov.bm.

What are the important dates for this form in 2024 and 2025?

Ensure to submit the form within 13 weeks of becoming eligible in 2024 and 2025.

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What is the purpose of this form?

The purpose of this form is to facilitate the application process for contributory pensions and gratuities in Bermuda. By providing necessary personal and employment details, the form helps the Department of Social Insurance to assess eligibility and process benefits efficiently. Timely submission of this form ensures that applicants can receive their due benefits without unnecessary delays.

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Tell me about this form and its components and fields line-by-line.

This form contains fields for personal details, employment history, and banking information. Each field must be filled out accurately to ensure proper processing.
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  • 1. Surname: Enter your last name as it appears on your official documents.
  • 2. First Name: Enter your first name as it appears on your official documents.
  • 3. Maiden Name (or other surname at date of birth): If applicable, provide your maiden name or any other surname at your date of birth.
  • 4. Permanent Address: Provide your permanent residential address.
  • 5. Mailing Address: If different from your permanent address, provide your mailing address.
  • 6. Telephone Number(s): Enter your contact telephone number(s).
  • 7. Email Address: Provide your email address for correspondence.
  • 8. Date and Place of Birth: Enter your date and place of birth and submit a certified copy of your birth certificate and photo ID or passport.
  • 9. UK National Insurance No.: If applicable, provide your UK National Insurance Number.
  • 10. Bank Name: Provide the name of your bank and submit proof of banking details.
  • 11. Account Number: Enter your bank account number.
  • 12. IBAN Number/Routing Number: If applicable, provide your IBAN or routing number.
  • 13. Sort Code: If applicable, provide your bank sort code.
  • 14. Receipt of Social Insurance Benefit: Indicate if you are receiving any social insurance benefit and specify the type if applicable.
  • 15. Date of Last Employment (In Bermuda): Provide the date and place of your last employment in Bermuda.
  • 16. Retirement Date: If retired, state the date on which you ceased to be gainfully employed.
  • 17. Employment History: List your employment history with details of employer, time period, and full time or part time status.
  • 18. Spouse's Name: Enter the name of your spouse.
  • 19. Spouse's Social Insurance Number: Provide your spouse's social insurance number.
  • 20. Spouse's Date of Birth: Enter the date and place of birth of your spouse.
  • 21. Declaration: Applicant's declaration that all provided information is true, along with their usual signature or mark if unable to write.
  • 22. Witness to Signature: A witness to the applicant's signature, providing their name, signature, address, and date.

What happens if I fail to submit this form?

Failing to submit this form may result in the loss of pension benefits. It is crucial to complete and submit the form within the required timeframe.

  • Loss of Benefit: Delay in submitting the form may result in the loss of pension benefits.
  • Delayed Pension Payment: An incomplete application may cause delays in processing and payment of pension benefits.

How do I know when to use this form?

Use this form when you become eligible for contributory pension or gratuity benefits in Bermuda. Ensure all sections are completed accurately.
fields
  • 1. Retirement Age: You should use this form when you are over the retirement age of 65.
  • 2. Eligibility for Benefit: Use this form when you meet the contribution conditions for the pension.

Frequently Asked Question

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Yes, you can edit the information by clicking on the form fields and making the necessary changes.

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How do I share the completed form?

You can email the document directly or generate a shareable link after saving the completed form.

What if I make a mistake while filling out the form?

You can easily correct any mistakes by editing the form fields before saving the document.

Is there a time limit for submitting the form?

Yes, the form should be submitted within 13 weeks of eligibility to avoid loss of benefits.

What documents do I need to submit along with the form?

You need to submit a certified copy of your birth certificate, photo ID, and proof of banking details.

Can I confirm the receipt of the form via email?

Yes, by checking the box on the form, you can receive an email confirming receipt of your application.

How long does it take to process the form?

Processing the form takes approximately 30 to 60 days.

Who needs to witness my signature?

The signature must be witnessed by a householder who is not a relative or by an officer of the Department of Social Insurance.

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Contributory Pension/Gratuity Application Form (Bermuda)

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