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This document serves as a withdrawal form for Members of the FundsAtWork Umbrella Funds in cases of resignation, dismissal, end of contract, and other similar circumstances. It includes sections for
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How to fill out fundsatwork umbrella funds withdrawal form

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How to fill out fundsatwork umbrella funds withdrawal form

01
Download the FundsAtWork Umbrella Funds Withdrawal Form from the official website.
02
Carefully read the instructions provided on the form.
03
Fill in your personal details, including full name, ID number, and contact information.
04
Specify the type of withdrawal you are requesting (e.g., full withdrawal, partial withdrawal).
05
Provide the details of your employer and your employment period.
06
Indicate your banking information for the transfer of funds.
07
Sign and date the form to verify your request.
08
Attach any required supporting documents, such as proof of identity and proof of address.
09
Submit the completed form and any attachments to the relevant contact provided in the instructions.

Who needs fundsatwork umbrella funds withdrawal form?

01
Any member of the FundsAtWork Umbrella Funds who wishes to withdraw their funds due to resignation, retirement, or any other qualifying reason.
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People Also Ask about

Fast claim payouts. Withdrawal claims are paid within 4.5 working days, with approx. 2000 claims processed each month. Contributions invested right away.
How do I withdraw from my savings pot? You can only withdraw online by logging in to momentum.co.za. We need your correct personal information. If we don't have your tax number, email it to us. The minimum amount you may withdraw is R2 000 once every tax year. We charge a withdrawal fee.
Withdrawal Benefit Copy of the member's Identity Document (smart IDs are to be copied on both sides) Copy of the member's bank statement – this must not be older than 3 months and must be stamped by the bank. Copy of SARS certificate (clearly showing member's name and surname, ID number and tax number)
Withdrawals from your Vested Component At 10X, you can expect: About 21 working days for complete cash withdrawals. 30 to 45 working days for transfers or partial withdrawals.

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The FundsAtWork Umbrella Funds Withdrawal Form is a document used by members of an umbrella fund to formally request the withdrawal of their accumulated retirement savings.
Members of the FundsAtWork Umbrella Funds who wish to withdraw their funds, either fully or partially, are required to file this form.
To fill out the FundsAtWork Umbrella Funds Withdrawal Form, members must provide their personal details, indicate the amount to be withdrawn, select the reason for withdrawal, and sign the form to authorize the transaction.
The purpose of the FundsAtWork Umbrella Funds Withdrawal Form is to facilitate the official withdrawal process, ensuring that members can access their retirement savings in a structured manner.
The information that must be reported includes the member's personal identification details, fund account number, the amount being withdrawn, the reason for withdrawal, and the member's signature.
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