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Useful information about your PPS Living Annuity Application Form When to use this form This application form is applicable to members of any Retirement Fund who are retiring and wish to invest their
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How to fill out pps retirement annuityproduct featuresvision

01
To fill out a PPS Retirement Annuity form, follow these steps:
02
Start by providing your personal details such as your name, date of birth, contact information, and identification number.
03
Fill in the required sections regarding your employment history, including details about your current and previous employers.
04
Specify the desired retirement date and the amount you would like to contribute towards the annuity.
05
Provide information about any existing retirement funds or annuities you may have.
06
Review the form to ensure all the information provided is accurate and complete.
07
Sign and date the form and submit it to the appropriate PPS office or through the online platform if available.

Who needs pps retirement annuityproduct featuresvision?

01
PPS Retirement Annuity is suitable for individuals who:
02
- Are looking for a long-term retirement savings plan.
03
- Want to benefit from potential tax advantages associated with retirement annuities.
04
- Wish to receive a regular income during their retirement years.
05
- Seek a stable and secure investment option for their retirement funds.
06
- Are members of the Professional Provident Society (PPS) and want to make use of the benefits provided by the organization.
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PPS Retirement Annuity is a retirement product that offers members the opportunity to accumulate capital for retirement, from which they can draw regular income once they retire. The product features include tax-efficient savings, flexible contributions, and the ability to choose your investment strategy.
Anyone who is a member of the PPS Retirement Annuity scheme is required to file the necessary paperwork to activate their retirement savings account.
To fill out the PPS Retirement Annuity form, you will need to provide personal information, details of your contributions, your chosen investment strategy, and beneficiary information.
The purpose of PPS Retirement Annuity is to help individuals save for retirement in a tax-efficient manner, providing them with a regular income stream once they stop working.
Information such as personal details, contributions made, investment strategy chosen, and beneficiary details must be reported on the PPS Retirement Annuity form.
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