Get Z1525 2020-2025
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How to fill out the Z1525 online
This guide will help you understand and complete the Z1525 form for transferring your pension fund to an approved retirement fund. Follow the instructions carefully to ensure all necessary information is provided correctly.
Follow the steps to successfully complete the Z1525 form.
- Press the ‘Get Form’ button to access the Z1525 form and open it for filling out.
- In section A, enter your GEPF pension number, surname, and initials accurately. This information identifies you as the member transferring funds.
- In section B, provide the particulars of the approved external retirement fund, including the underwriter's name, fund name, fund registration number at FSB, and the SARS registration number of the fund.
- Section C requires bank particulars of the fund. Fill in the name of the account, bank name, branch code, type of account (cheque, transmission, or savings), branch name, and account number.
- Review the important information in section D to understand the implications of your transfer, including withdrawal limits and tax considerations.
- Complete section E by providing the particulars of the fund representative, including initials, surname, FAIS registration number, cell number, telephone number, and email address.
- In section F, verify your information and certify that all particulars are true and correct by signing or providing a thumbprint if you cannot read or write. The fund representative must also sign and date this section.
- Ensure all pages of the form are completed, even if some sections are not applicable. Each relevant party must initial where required.
- Once you have filled out the entire form, you can save your changes, download a copy for your records, print the form, or share it as necessary.
Complete the Z1525 form online now for a smooth transfer process.
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