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Momentum Pension Preservation Fund (FSA Reg. No. 12/8/37435) To Information Officer Tel: +27 (0)12 671 8911 Email: dlotter@mmltd.co.za Form 2 REQUEST FOR ACCESS TO RECORD OF PRIVATE BODY Section 53(1)
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01
Gather all the required documents such as your identity document, proof of retirement fund membership, and banking details.
02
Contact the Momentum Pension Preservation Fund to request the necessary forms or download them from their website.
03
Complete the forms by providing accurate and up-to-date information.
04
Attach all the required documents to the completed forms.
05
Submit the forms and supporting documents either by mail or in person to the designated address provided by the Momentum Pension Preservation Fund.
06
Wait for confirmation and notification from the fund regarding the successful preservation of your pension.
07
Keep a record of all the documents and communications for future reference.

Who needs momentum pension preservation fund?

01
Anyone who wishes to preserve their pension savings after leaving employment or transferring from one pension fund to another can benefit from the Momentum Pension Preservation Fund.
02
It is especially useful for individuals who want to maintain their retirement savings and avoid any immediate tax implications or penalties that may occur by cashing out their pension.
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The Momentum Pension Preservation Fund is a retirement savings vehicle in South Africa designed to preserve retirement savings when members switch funds or leave their employer.
Individuals who wish to transfer their pension benefits to a Pension Preservation Fund or those managing their pension assets are required to file.
To fill out the Momentum Pension Preservation Fund application, individuals need to provide personal information, existing pension fund details, and select the desired investment options.
The purpose of the Momentum Pension Preservation Fund is to allow individuals to preserve their retirement savings while benefiting from continued investment growth.
The information that must be reported includes personal identification details, financial history, existing pension fund information, and any beneficiary details.
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