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PAGE 3 OF 7 PRESERVATION FUND APPLICATION FORM 004/JAN 2016 Transferring funds to: Coronation Preservation Pension Fund Coronation Preservation Provident Fund

How to fill out preservation fund application form

How to fill out a preservation fund application form:

1. Obtain the application form: Contact the relevant preservation fund institution or visit their website to locate and obtain a copy of the preservation fund application form.
2. Read the instructions carefully: Before filling out the form, it's important to read the accompanying instructions provided. These instructions will provide guidance on how to complete each section accurately.
3. Personal information: Start by filling out your personal details accurately, including your full name, contact information, and identification details as required by the form.
4. Employment details: Provide your current and previous employment information, such as the name of your employer, duration of employment, and any other relevant details requested. This information helps the preservation fund determine your eligibility and contributions.
5. Contributions and investments: Indicate whether you are requesting to transfer existing contributions or investments into the preservation fund. Specify the amounts, funds, or policies from which you would like to transfer the funds.
6. Beneficiary nomination: If applicable, provide details of any beneficiaries you would like to nominate in case of your death. This ensures that the preservation fund knows who should receive the benefits in such a scenario.
7. Review and sign: Before submitting the application, carefully review all the information you have entered to ensure its accuracy. Once you are satisfied, sign and date the form in the designated area. This signifies your agreement to the terms and conditions of the preservation fund.

Who needs a preservation fund application form?

1. Individuals changing jobs: If you are changing jobs and have accumulated retirement savings in your previous employer's pension or provident fund, you may need to complete a preservation fund application form to transfer those funds and preserve them for your retirement.
2. Individuals who want to consolidate retirement savings: Some people choose to consolidate their retirement savings into a preservation fund to have better control and visibility over their investments. In such cases, they may need to fill out a preservation fund application form to initiate the transfer process.
3. Individuals requesting preservation of retirement savings: People who are approaching retirement age or planning to withdraw from the workforce may want to preserve their retirement savings in a separate preservation fund, rather than cashing them out or transferring them to a new retirement fund. Completing a preservation fund application form helps them preserve their accumulated savings for retirement.

Note: It's essential to consult with a financial advisor or preservation fund institution to understand your specific circumstances and the requirements for completing the preservation fund application form accurately.

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What is preservation fund application form?

Preservation fund application form is a document used to apply for preservation fund, which is a retirement fund designed to preserve retirement savings when leaving a job.

Who is required to file preservation fund application form?

Individuals who are leaving their current job and want to preserve their retirement savings are required to file preservation fund application form.

How to fill out preservation fund application form?

To fill out preservation fund application form, individuals need to provide personal information, employment history, retirement fund details, and beneficiary information.

What is the purpose of preservation fund application form?

The purpose of preservation fund application form is to preserve retirement savings when changing jobs and ensure that the funds are securely transferred to a preservation fund.

What information must be reported on preservation fund application form?

Information such as personal details, employment history, retirement fund details, and beneficiary information must be reported on preservation fund application form.