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
If a member:
- Is dismissed, or
the following forms must be submitted directly to the Fund:
Additional Voluntary Contributions (AVCs)
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:
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
DC15 Purchase Pension from outside Insurer
DC16 Option to defer at retirement
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:
This declaration replaces Annexures A and B.