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SUF009ESanlam Umbrella Fund Appointment of financial adviser for the following members: Paid up, Phased Retiree and Living Annuitant SECTION A: Members personal particulars Title and initials:ID number:First

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How to fill out in-fund living annuitant member

01

Access the official website or portal of the fund management company.

02

Locate the 'Forms' or 'Application' section on the website.

03

Download the 'In-Fund Living Annuity Member Form'.

04

Fill out the form with accurate personal details, including name, contact information, and identification number.

05

Provide relevant financial details such as investment amount, preferred payment frequency, and beneficiary information.

06

Submit the completed form along with any required supporting documents to the fund management company either online or by mail.

Who needs in-fund living annuitant member?

01

Individuals who are looking to invest in a living annuity within a fund structure.

02

Those who want to secure a regular income during retirement by investing in a living annuity through a fund.

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What is in-fund living annuitant member?

An in-fund living annuitant member is a person who receives annuity payments from a retirement fund while still alive.

Who is required to file in-fund living annuitant member?

The retirement fund administrators are required to file in-fund living annuitant member information.

How to fill out in-fund living annuitant member?

The in-fund living annuitant member information can be filled out electronically through the designated filing system provided by the regulatory body.

What is the purpose of in-fund living annuitant member?

The purpose of in-fund living annuitant member reporting is to ensure transparency and compliance with regulatory requirements.

What information must be reported on in-fund living annuitant member?

The information typically includes the personal details of the annuitant, the annuity payment amount, and any relevant tax withholding information.

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