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  • Old Mutual Protektor Preservation Fund

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Please fax this Protektor Full Withdrawal Advice Form to 27 0 21 504 9384 Protektor Preservation Pension Fund I hereby wish to withdraw the full amount of my investment in terms of the Rules of the Protektor Pension/Provident Fund. MEMBER DETAILS Fund code Reference number Full name Address Postcode Telephone Code No. E-mail address Identity number Please enclose an original certified copy of your identity document. Current monthly gross salary R.

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The Protektor Preservation Pension/Provident Fund (Protektor) is a cost-effective, easy to use preservation fund designed to help employees, when leaving a place of employment, preserve their retirement savings to ensure that their retirement planning remains on track.

Accessing your preservation fund: You can make one partial or full withdrawal from a preservation fund, prior to age 55. After that, the balance can only be accessed at retirement, from age 55 onward. Your withdrawal is taxed per the withdrawal lump sum tax table below.

Tax-efficiency: Being an approved retirement fund, preservation funds are highly tax-efficient in that no local dividend tax or tax on interest is payable, and switches between unit trusts within your fund will not trigger a capital gains event.

Give all these to your payroll administrator within 60 days of leaving your employer, or call the Old Mutual SuperFund service centre at 0860 20 30 40. 1 Subject to legislation and the rules of the receiving fund, at the time of transfer. Your final option is to take some, or all, of your retirement savings in cash.

Can a member withdraw money from the preservation fund? The member may withdraw either a portion of or the entire benefit from the preservation fund at any time (except as per point 6 above). However, only one withdrawal or partial withdrawal may be taken from the preservation fund prior to retirement.

Old Mutual SuperFund members cannot partly withdraw cash and invest the rest of their retirement savings into Preserver. There are also no part withdrawals allowed once invested in Preserver. A member must either invest all their retirement savings or withdraw all.

Preservation fund members are allowed one full or partial withdrawal from their capital before retirement. This withdrawal will be taxed in ance with the retirement fund withdrawal tax table.

You are allowed a full or partial withdrawal from your preservation fund before retirement. The earliest retirement date is usually 55, although this is subject to the fund rules. These issues are important because they determine if you can a) make another withdrawal and b) the tax thereon.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232