Get Nbcei Form

Filling out the Nbcei Form online can be a straightforward process if you follow the necessary steps. This guide is designed to assist users in completing the form accurately and efficiently.

Follow the steps to complete the Nbcei Form online:

1. Click ‘Get Form’ button to obtain the form and open it in the editing interface.
2. Fill in the member personal details section. Provide your member code, title, names, surname, identity number, date of birth, income tax number, passport number, contact address, postal code, telephone number, email address, and fax number.
3. If applicable, indicate whether you have divorce decree or court orders by selecting 'Yes' or 'No.' If you select 'Yes,' complete the details of the ex-spouse, including their title, names, surname, contact address, postal code, and contact number.
4. Specify the reason for your exit by selecting one of the options: retrenchment, retirement, demise, withdrawal, ill health retirement, or section 14 transfer. Also, enter your exit date and the name of the fund (pension fund or provident fund).
5. Complete the tax directive details (Form D) by providing your highest gross annual income for five consecutive years of service with your employer during membership in the fund.
6. If applicable, declare any Article 37D deductions, such as housing loan/guarantee. Indicate the amount and provide details of any compensation for damage caused by an employee.
7. Choose your benefit option, ensuring it's valid based on your exit reason. Options include a full cash lump sum, full transfer to an approved fund, or a partial transfer to an approved fund.
8. Fill in your member bank details, including the name of the account holder, bank name, branch code, account number, and account type.
9. Complete the personal information declaration by authorizing RF Administrators (Pty) Ltd or the fund to provide your employer with your personal information.
10. Sign and date the declaration, confirming that all details provided are true and correct. Ensure that the employer also signs the declaration if required.
11. Once all fields are completed, review the form for accuracy. Users can then save changes, download, print, or share the form as needed.

Complete your Nbcei Form online today for a smooth filing process.