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OLD MUTUAL SUPERFUND ORION MEMBER INVESTMENT OPTION FORM Switching assets from a Market Linked Portfolio to the Smoothed Bonus Portfolio prior to retirement. (To be completed by members 5 years from
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Obtain the application form from the Orion Pension Fund website or through the designated authorities.
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Fill in your personal details accurately, such as your full name, date of birth, contact information, and social security number.
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Provide details about your employment history, including the names of your previous employers and the duration of your employment with each.
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Specify your current financial situation by providing information about your income, assets, debts, and any existing pension or retirement plans.
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Include information about your beneficiaries or dependents who may be entitled to receive benefits from the pension fund in the future.
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Review the completed application form carefully, ensuring that all the information provided is accurate and up-to-date.
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Sign and date the application form where required.
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Attach any supporting documents, such as proof of identification, proof of employment, or any other relevant documentation requested by the Orion Pension Fund.
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Submit the completed application form and attached documents through the designated channels, such as online submission or mail.

Who needs orion pension fund:

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Individuals who desire to secure their financial future and ensure a stable income during retirement.
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Employees who are not eligible for company-sponsored pension plans or do not have access to other retirement savings options.
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Anyone seeking an additional retirement savings vehicle to complement their existing pension or retirement plans.
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Individuals who believe in the long-term growth and stability of the Orion Pension Fund and its ability to provide financial security in the future.
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Orion Pension Fund is a retirement savings plan designed to provide financial support to employees after retirement, typically funded through employer and employee contributions.
Employers who offer the Orion Pension Fund to their employees are required to file necessary documents and reports related to the fund to regulatory authorities.
To fill out the Orion Pension Fund documents, individuals must provide personal information, employment details, contribution amounts, and any other required information as specified in the filing instructions.
The purpose of the Orion Pension Fund is to accumulate savings for employees during their working years, which will then be disbursed as retirement income to ensure financial security after they stop working.
The information that must be reported on the Orion Pension Fund includes employee contributions, employer contributions, fund performance values, beneficiary details, and any changes in plan provisions.
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MMYY YY disinvestment 1999 SUPERFUND OMMS L6834 2014 Smoothed Portfolios annually incurred prevailing accumulated SYmmeTRY Surname portions borne Adviser transfers Trustees ORION elect Provider Administrator residential

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