The Fund has created this dedicated space for HR staff where they can find relevant process information, administrative requirements, as well as forms to facilitate their Fund-related activities.
Please note that the forms and information on this webpage is ONLY for working members belonging to the Defined Contribution (DC) Section of the Fund. To assist DB Section working members, please visit this page, or contact the Fund for assistance.
HOW TO RETURN DOCUMENTS
Unless specified otherwise, all completed documents must preferably be scanned and emailed to the Fund.
Email: mla.statements@dbpf.co.za.
Where original or certified copies of relevant supporting documents are specifically required, these can be sent to the Fund by courier or post, as specified below:
Courier: De Beers Pension Fund, MLA Division, 84 Du Toitspan Road, Kimberley
Post: De Beers Pension Fund, MLA Division, P.O. Box 1922, Kimberley, 8300
New permanent employees together with their HR department must complete and sign the required registration forms. The signed forms with all the relevant supporting documents (birth certificates, identity documents, marriage certificates, etc.) must be submitted to the Fund within 7 (seven) days of commencing employment.
When any change occurs in the member’s circumstances (address change, contact details, email address) the member must complete and send the DC4 to the Fund for updating as soon as possible.
Members who would like to make AVCs to their Fund credit can complete a DC10 form and submit it to their HR/Payroll department for processing.
Members are automatically defaulted into the Fund’s Life-stage investment model and may request to switch their Fund credit and future contributions into another life-stage portfolio by completing the DC17 and submitting it to the Pension Fund.
In terms of the rules of the Fund, when members die in service and there is an eligible spouse, and children under age 25, the death benefits will be allocated per the rules. Under certain circumstances benefits are allocated in terms of Section 37C of the Pension Fund Act and in these circumstances it is advisable for members to complete the Nomination of Beneficiary form (DC2) and Members Declaration form (DC3), in the event that it is required. The courts and the Pension Fund Adjudicator have held that any nomination made by a member is not binding on the Trustees; it serves merely as a guide to the Trustees and is one of the relevant factors that must be considered by the Board in arriving at an equitable distribution. The forms together with supporting documents (birth certificate, marriage certificate and identity documents) must be submitted to the Fund for updating of your records.
When applying for a disability benefit, HR must complete and submit the full signed set of documents. Completed forms together with supporting documents must be emailed to claimslife@hollardnam.com and cc ZBotma@hollardnam.com. If you have any claims-related queries, please contact Zandre Botma on +264 61 422 300 or email ZBotma@hollardnam.com.
Documents
Disability Claims Handbook
Member brochure
Forms
There are two different sets of documents that are required to be completed on the death of a working member. HR is required to complete the forms and submit one set to the Fund and one to Sanlam.
To be completed on the death of a working member and submitted to the Fund:
To be completed on the death of a working member and submitted to Sanlam (copying Steyn Enslin) and the Fund.
Sanlam email addresses to be used:
sgrdeathclaims@sanlam.co.za
Steyn.Enslin@sanlam.co.za
Also submit a copy of the deceased’s final payslip, as well as a certified copy of the deceased’s ID.
*Please note that section D of the funeral claim form must be completed to enable Sanlam to issue a certificate that will show which dependants are eligible for funeral cover. HR should then send this certificate to the applicable dependants.
On resignation, dismissal or retrenchment, HR and the member must complete the termination forms and submit these to the Fund for processing. HR must ensure that the member indicates clearly the option selected, and that the forms are signed. Should the election by the member not be clear on the form completed, or any documentation required is not submitted, the member’s status will automatically be defaulted to that of a deferred pensioner in terms of the rules of the Fund.
To be completed by both the Employer HR and the member upon retirement. Should the election by the member not be clear on the form completed, or any documentation required is not submitted, the member’s status will automatically be defaulted to that of deferred pensioner in terms of the rules of the Fund.
- DC7 Formal notification of withdrawal or retirement (to be completed in the absence of a DC14.)
- DC9 Five Year Earnings Form D
Complete the following retirement forms.
- DC14 – Purchase Pension from the Fund
If the member purchases a 100% living annuity with the Fund, the following forms must be attached:- Declaration by financial advisor – Annexure A
- Declaration by retiring member – Annexure B
- Declaration by retiring member – Annexure D
- Declaration by retiring member’s spouse – Annexure C
Annexure D replaces Annexures A and B and is completed when a member did not consult with a financial advisor.
The funeral benefit is applicable to the spouse/life partner and qualifying children. HR is required to complete the funeral claim form and return it via email to claimslife@hollardnam.com and cc ZBotma@hollardnam.com.
HR to complete the DC13 form when a working member transfers employment from one De Beers operation to another De Beers operation.
The Fund will develop this section on an ongoing basis, based on feedback and queries received from HR.
A member wishing to retire or withdraw from the Fund should first obtain approximate calculations from the Fund regarding his/her options by completing the form below: