Get the free VOLUNTARY RETIREMENT CLAIM FORM - laretirementfund.co.za - laretirementfund co

Belmont Office Park Twist Street Bellville 7530 PO Box 4300 Tyger Valley 7536 Tel 021 943 5305 Fax 021 917 4114 e-mail support laretirementfund. Bds 01. 2017 10166 Note P ayment of any lump sums and/or the transfer of your retirement benefit to an insurer will only be made on receipt of a tax directive issued by the SA Revenue Service SARS. Grayswan Wealth Ph 021 852 9092 Website www. capejointwealth. co. za Old Mutual Wealth Ph 0860 388 873 www. Lease forward the original voluntary...

How to fill out voluntary retirement claim form

How to fill out voluntary retirement claim form

1. Start by obtaining a copy of the voluntary retirement claim form. You can request it from your employer or download it from their website.
2. Carefully read the instructions provided with the form to understand the necessary information and supporting documents that you need to provide.
3. Fill in your personal details such as your name, address, contact information, and employee identification number correctly.
4. Provide details about your retirement plans, including the desired retirement date and any additional options or benefits you want to opt for.
5. If you have any dependents, ensure to provide their names, relationship to you, and any relevant information if applicable.
6. Include information about your previous employment history, such as job titles, dates of employment, and any retirement benefits you may be entitled to from previous employers.
7. Attach any required supporting documents, which may include proof of age, marriage certificate, birth certificates of dependents, and any other relevant documents mentioned in the instructions.
8. Double-check all the information you have provided and make sure it is accurate and complete.
9. Once you have filled out the form, sign and date it, certifying that the information provided is true and accurate to the best of your knowledge.
10. Submit the completed form and all supporting documents to the designated authority or department as mentioned in the instructions.
11. Keep a copy of the filled-out form and all submitted documents for your reference and records.

Who needs voluntary retirement claim form?

1. Employees who wish to voluntarily retire from their current employment and claim retirement benefits generally need to fill out the voluntary retirement claim form.
2. This form is necessary for individuals who have reached the eligible retirement age or meet the other retirement criteria set by their employer.
3. Those who want to ensure a smooth and timely processing of their retirement claim and receive the applicable retirement benefits should complete this form.
4. It is also required for employees who wish to make specific retirement benefit selections or opt for additional options available to them.
5. Whether you are a government employee, private sector employee, or working for a specific organization, if you are planning to retire voluntarily, you would typically need to fill out this form.

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