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Belmont Office Park, Twist Street, Bellville 7530 PO Box 4300, Tyler Valley 7536 Tel: 021 943 5305 Fax: 021 917 4114 email: support@laretirementfund.co.za website: www.laretirementfund.co.za Fund

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How to fill out in-fund living annuity

01

Contact your retirement fund to determine if they offer an in-fund living annuity option.

02

Provide the necessary documentation to the retirement fund, such as proof of identity and beneficiary information.

03

Decide on the investment strategy for your in-fund living annuity, taking into account your risk tolerance and investment goals.

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Who needs in-fund living annuity?

01

Individuals who are part of a retirement fund that offers an in-fund living annuity option.

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Individuals who want to maintain control over their retirement savings and have flexibility in managing their pension income.

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What is in-fund living annuity?

An in-fund living annuity is a type of retirement income product that provides a regular income to the policyholder while allowing the funds to remain invested within a retirement fund.

Who is required to file in-fund living annuity?

Individuals who have reached retirement age and are receiving benefits from an in-fund living annuity are required to file it.

How to fill out in-fund living annuity?

To fill out an in-fund living annuity, complete the required forms provided by the fund administrator, ensuring that all personal details, income preferences, and investment choices are clearly indicated.

What is the purpose of in-fund living annuity?

The purpose of an in-fund living annuity is to provide retirees with a sustainable income stream while allowing them to maintain investment exposure to potential growth.

What information must be reported on in-fund living annuity?

Information that must be reported includes income amounts, withdrawal preferences, investment strategy, and any changes in personal circumstances that may affect the annuity.

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