Defined Benefit Forms

All forms must be submitted to the Fund via your Human Resources Department, no forms are to be submitted without your HR Department’s approval.

All retirement, withdrawal, retrenchment and transfer forms should be submitted to the Fund as soon as possible prior to your last working day to ensure timeous payment of benefits.

To view the forms, click on one of the options below.

Contact Information Update

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Registration

In addition, certified copies of the following must be attached to the documentation:

  • ID Documents
  • Birth certificates
  • Marriage certificate
 
 

Retirement - Normal, Early and Retrenchment

 
 

Death Benefit Nomination

 
 

Additional Voluntary Contributions

A member wishing to make additional voluntary contributions (AVCs) to the Fund, should complete the following form and submit it to their payrolls department:

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Ill-Health

 
 

Approximate Calculation

A member wishing to retire or withdraw, should first obtain approximate calculations from the Fund regarding his/her pension options by completing the form below:

 
 

Death

If a member dies, the following form must be completed and submitted to Sanlam:

 
 

If a member dies, the following forms must be completed and submitted to the Fund:

 
 

Transfers

If a member is transferred from one operation to another, the following form should be completed and submitted to the Fund:

 
 

Withdrawal

If a member:

  • Resigns,
  • Is dismissed, or
  • Retrenched,

the following forms must be submitted directly to the Fund:

 
 

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