Application for determination of rights at retirement age or retirement due to disability (form 161d)
This service allows you to benefit from a tax exemption on a pension from a former employer or a provident fund. The exemption is granted to those who reach retirement age or those who have retired due to a disability of more than 75%.
Who can apply
Those eligible for the exemption are individuals who have reached retirement age or who have retired due to a disability of more than 75% and receive an allowance from a former employer or from a provident fund.
What to attach
- Current balance confirmation of provident funds.
- Confirmation letter regarding the expected allowance from pension funds or former employers
- Additional documentation of past retirement events
The service is free of charge
How to apply
The form will be submitted to the assessor in the applicant's residential area or to the assessor where his case is being assessed.
Make an appointment at the tax office you wish to visit. Without an appointment, it will not be possible to have a meeting.
To schedule an appointment at the tax office
The information is available in English, but the procedures for requesting confirmation of rights and related forms are available in Hebrew only.
Please note, if there is any difference or conflict between the information on this page and the law, the provisions of the law will apply.