 
                Get Momentum Withdrawal Form
How it works
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                    Open form follow the instructions
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                    Easily sign the form with your finger
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                    Send filled & signed form or save
How to fill out the Momentum Withdrawal Form online
Completing the Momentum Withdrawal Form online is a straightforward process that allows users to efficiently manage their fund withdrawals. This guide offers clear, step-by-step instructions to help you accurately fill out each section of the form.
Follow the steps to complete the form with ease
- Press the ‘Get Form’ button to access the Momentum Withdrawal Form and open it for editing.
- In the ‘Member details’ section, input your personal information including your title, initials, first name, surname, and date of birth. Additionally, provide your RSA ID number or passport number and country of origin.
- Enter your residential address, postal code, telephone numbers, cellphone number, email address, and tax information in the appropriate fields to ensure accurate communication.
- Move to the ‘Withdrawal details and options’ section. Here, indicate whether you are requesting a partial or full withdrawal, and specify the withdrawal amount or percentage as applicable.
- If you choose to withdraw in cash, fill in the ‘Existing bank account details’ section with the name of the account holder, bank institution, account type, account number, and branch code.
- If a transfer is selected instead of cash, complete the ‘Transfer details’ section by providing the name of the receiving fund, bank name, account type, and relevant contact information for the financial adviser.
- In the ‘Disinvestment effective date’ section, decide whether to keep your retirement savings account invested until the withdrawal date by ticking the corresponding box.
- Review the ‘Declaration by member’ section. You must confirm that all information provided is accurate, acknowledge the explanations of benefit payment options, and sign the form with the date.
- After completing all sections, you can save your changes, download a copy, print the form, or share it as needed to finalize your submission.
Complete your Momentum Withdrawal Form online today to ensure prompt processing of your withdrawal request.
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Yes, you can withdraw from Momentum funds early by completing the Momentum Withdrawal Form. However, be aware of any potential penalties or fees associated with early withdrawals. It's crucial to review the terms of your investment to understand the implications of early access to your funds. For guidance, the US Legal Forms platform can provide you with the necessary documentation and information.
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