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  • Claim To Complete When You Retire - Alexander Forbes

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ALEXANDER FORBES LIFE LIMITED Reg No. 1997/022561/06 FAIS Licence No 1178 Alexander Forbes Retirement Fund P O Box 652071 Benmore 2010 Tel 0860 100 333 Fax 011 324 3461 MANAGEMENT COMMITTEE S CHOICE INDIVIDUAL NEW ENTRANT FORM Employer Name Section/paypoint Month ending 1. YOUR DETAILS Surname First name Marital status Employee Number Gender number Tax Telephone number Identity number Fax number of birth Date Email address joined company Cell number of pensionable service 2. INVESTMENT PORTFOLIO OPTION I understand that my fund credit and ongoing contributions will be invested in accordance with the management committee s investment choice. 3. MEMBER SIGNATURE Member name 4. EMPLOYER CONFIRMATION AND SIGNATURE I confirm that the details provided on this form are correct and that the employee has met the eligibility conditions in the rules of the fund to become a member. I confirm that the employee is in active service on the first working day of joining the fund. Employer stamp Authori....

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The Income Tax Act says that you can only withdraw from your provident fund if you resign, or are dismissed or retrenched. It says that your membership of the provident fund only stops when you actually stop being employed, or when the fund itself is terminated in terms of the Pension Funds Act.

Today, Alexander Forbes is one of Africa's leading financial services organisations, providing retirements, asset management, insurance and wealth management solutions.

Answer: Boitumelo, Please refer this question to your own fund administrator - Alexander Forbes - for a specific answer. It usually takes between 4 and 12 weeks, to process a pay-out.

It typically takes between 4 and 12 weeks to process a retirement fund pay-out (21 business days at 10X Investments), from the time your last contribution is invested or the required instruction forms are received by the administrator (whichever is the later).

Index Page Page 4 ALEXANDER FORBES INVESTMENTS 4 How does the Fund work? ... The Fund: This is the AF Investments Provident Preservation Fund, which you are invested in. It provides you with a benefit (an income), when you retire. In the event of your death, it provides your dependants and/or beneficiaries with a benefit.

Most provident funds say you must remain a member of the fund as long as you are employed by the employer participating in the fund. The Income Tax Act says that you can only withdraw from your provident fund if you resign, or are dismissed or retrenched. ...

To claim your benefit, you'll get a claim form from your human resources department or from your fund's online portal. Most funds have different forms for retirement, withdrawal and death benefits.

In terms of the Pension Funds Act you are not allowed to withdraw any part of your retirement benefit. This means you cannot borrow money from your retirement savings. You can only withdraw cash from your fund credit if you leave your employer when you change jobs, resign or get retrenched.

In terms of the Pension Funds Act you are not allowed to withdraw any part of your retirement benefit. This means you cannot borrow money from your retirement savings. You can only withdraw cash from your fund credit if you leave your employer when you change jobs, resign or get retrenched.

Please refer this question to your own fund administrator - Alexander Forbes - for a specific answer. It usually takes between 4 and 12 weeks, to process a pay-out.

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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
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
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 workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
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