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:

 
 

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

 
 

Funeral Nomination Form

Please note that funeral benefits are only be paid to a nominated beneficiary in terms of new legislation and, where there is no nominated beneficiary, to the estate of the deceased. This means that if you do not nominate a beneficiary to receive your funeral benefit (in the event that it is you who passes away), the funeral benefit will be paid into your estate and might not be available to help your family cover the funeral costs in good time.

To make things as easy as possible for your loved ones, we urge you to complete the Sanlam Beneficiary Nomination Form, and hand it to your HR Department, as soon as possible. A copy of this form can be emailed to the Fund for record-keeping purposes.

 

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
 

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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