Tachles Israel is an independent information service, not a government authority. Check binding conditions, eligibility and deadlines with the official source.
Before you start
Check consequences before signing or withdrawing funds.
Who is this guide for?
Workers approaching retirement.
An administrative checklist, not personal pension, tax or investment advice.
The checklist
Set your work plan
Contract and payslips.
Retirement age does not mean identical steps in every workplace.
Locate savings
Fund details/reports.
Search results are not balances or withdrawal applications.
Check old-age benefit separately
Insurance/income records.
Leaving work does not approve a benefit.
Arrange termination reporting
161 and fund reports.
Choices can affect future rights.
Create an action timetable
Task list.
Information support is not a pension decision.
Official sources
These links let you check with the responsible authority. The website's verification date does not guarantee that every detail has remained up to date since then.
Frequently asked questions
Does an old-age claim activate my pension?
No. National Insurance and pension providers have separate processes.
Reports help us check and update guides.