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TRANSFER APPLICATION Section 1: Members personal details Initial/title First name Surname Date of birthdays IDYesNoMaleFemaleMMYYYYID / Passport numberPassport country of origin GenderMarital statusResidential
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How to fill out in-fund living annuity

01
Contact your employer or retirement fund administrator to inquire about the in-fund living annuity option.
02
Obtain the necessary forms and documentation required to apply for the in-fund living annuity.
03
Fill out the forms accurately and provide all requested information, including your personal details, investment choices, and beneficiary nomination.
04
Submit the completed forms to the relevant party for processing.
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Monitor the performance of your in-fund living annuity investments regularly and make adjustments as needed.

Who needs in-fund living annuity?

01
Individuals who are members of a retirement fund and wish to access their retirement savings while still maintaining a regular income stream.
02
Those who want to take advantage of the tax benefits and investment options offered by an in-fund living annuity.
03
People who prefer a flexible retirement income solution that allows them to choose their investment strategy and make withdrawals as needed.
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In-fund living annuity is a retirement income product that allows individuals to receive regular payments from their retirement savings while the savings remain invested in the fund.
Individuals who have retirement savings invested in a fund and wish to receive regular income payments while keeping their savings invested are required to have an in-fund living annuity.
To fill out an in-fund living annuity, individuals must first choose the fund in which they want to invest their retirement savings, select the income payment frequency, and provide necessary documentation to the fund manager.
The purpose of in-fund living annuity is to provide individuals with a regular income stream during retirement while potentially allowing their retirement savings to continue growing through investments made by the fund.
Information such as the amount of retirement savings invested, the selected income payment frequency, any fees associated with the annuity, and the investment strategy of the fund must be reported on in-fund living annuity.
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