Defined Contribution Forms

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

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

Contact Information Update

 
 

Registration

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

  • ID Documents
  • Birth certificates
  • Marriage certificate
 
 

Death Benefit Nomination

 
 

Withdrawal

If a member:

  • Resigns,
  • Is dismissed, or
  • Retrenched,

the following forms must be submitted directly to the Fund:

 
 

Additional Voluntary Contributions (AVCs)

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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Approximate Calculation

A member wishing to retire, 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 forms must be completed and submitted to Sanlam:

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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:

 
 

Retirement

Please make sure you read and understand the annuity practice notes below, before completing your final retirement forms. You should also obtain approximate calculations from the Fund indicating various options before making your final election. Should you have any queries, please contact the Fund on 053 807 3222.

DC9 Five Year Earnings Form D

 
 

If a member retires, ONE of the following forms must be completed and submitted to the Fund:

DC14 Purchase Pension from the Fund

OR

DC15 Purchase Pension from outside Insurer

OR

DC16 Option to defer at retirement

OR

DC7 Formal notification of withdrawal or retirement (to be completed in the absence of a DC14, DC15 or DC16)

 

In addition to the above form, please complete and submit the following if a member elects a living annuity:

* Annexure D to be completed when a retiring member does not make use of a financial advisor.
This declaration replaces Annexures A and B.
 
 

Disability

If a member becomes totally and permanently disabled, the following form must be completed and submitted to Sanlam:

 
 

Portfolio Switch

 
 

Lump-sum Death Benefit Buy Down

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