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Application to take a full withdrawal of a retirement annuity under a retirement fund (Total combined value in the fund R15 000,00 or less)Policy/Contract numberWe recommend that you contact your
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How to fill out retirement instruction form

01
Obtain the retirement instruction form from your employer or retirement plan provider.
02
Fill in your personal information such as your name, address, date of birth, and social security number.
03
Provide details about your employment history, including dates of employment and positions held.
04
Indicate your desired retirement date and any specific instructions regarding your retirement benefits.
05
Review the form for accuracy and completeness before submitting it to your employer or retirement plan provider.

Who needs retirement instruction form?

01
Employees who are planning to retire and wish to formally communicate their retirement plans to their employer or retirement plan provider.
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Retirement instruction form is a document that provides guidance and information for individuals who are planning to retire.
Employees who are eligible for retirement benefits are required to file retirement instruction form.
Retirement instruction form can be filled out by providing personal information, employment history, retirement plans, and beneficiary details.
The purpose of retirement instruction form is to assist individuals in preparing for retirement and ensuring a smooth transition from employment to retirement.
Information such as personal details, employment history, retirement plans, and beneficiary information must be reported on retirement instruction form.
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