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Application for/Notice of membership For the San lam Umbrella Fund Return completed form to: San lam Umbrella Fund Administration: Fax: 086 613 5040, or Email: sanlamumbrellafund SEB.sanlam.com A
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How to fill out Sanlam Umbrella new entrant:

01
Visit the Sanlam website or contact a Sanlam representative to obtain the necessary forms for the new entrant registration.
02
Complete the personal information section of the form, including full name, date of birth, contact details, and employment information.
03
Provide your tax identification number and banking details for payroll deduction purposes.
04
Indicate your investment preferences, such as choosing investment funds or opting for a default investment strategy.
05
If applicable, provide the necessary beneficiary information for any optional life cover or disability benefits.
06
Review the information provided to ensure accuracy and completeness before submitting the form.

Who needs Sanlam Umbrella new entrant:

01
Employees who are joining a company that offers the Sanlam Umbrella as a retirement savings and investment scheme.
02
Individuals who want to take advantage of the various investment options and benefits provided by the Sanlam Umbrella.
03
Anyone looking for a comprehensive retirement savings solution with the opportunity to tailor their investment strategy and choose from a range of investment options.
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Sanlam Umbrella New Entrant is a form that new members of the Sanlam umbrella retirement fund need to complete to join the fund.
All new members joining the Sanlam umbrella retirement fund are required to file the Sanlam Umbrella New Entrant form.
The Sanlam Umbrella New Entrant form can be filled out online on the Sanlam website or by contacting a Sanlam representative for assistance.
The purpose of the Sanlam Umbrella New Entrant form is to collect necessary information from new members joining the Sanlam umbrella retirement fund.
The Sanlam Umbrella New Entrant form requires new members to report personal information, employment details, and beneficiary information.
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