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Get Approved Retirement Fund Arf Approved Minimum Bb - Zurich Life
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How to fill out the Approved Retirement Fund ARF Approved Minimum Bb - Zurich Life online
Filling out the Approved Retirement Fund (ARF) Approved Minimum Bb - Zurich Life form online can be a straightforward process with the right guidance. This guide will walk you through each section of the form, providing clear instructions to help you successfully complete your application.
Follow the steps to fill out your ARF application online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Provide your intermediary number and name in the designated fields at the top of the form. This information is essential for tracking your application.
- Fill in your personal details completely, ensuring to use BLOCK CAPITALS. This includes your forename, surname, address, date of birth, and civil status.
- Indicate your PPS Number and email address to ensure proper identification and communication.
- In Section C, select whether you wish to register for web access to your policy information by marking 'Yes' or 'No'.
- Specify your chosen plan type (AMRF or ARF) and the corresponding investment amounts in Section D.
- Select from the available Matrix Funds in Section E, detailing the percentage of your single premium to be invested in each fund.
- If opting for AutoInvest, indicate the duration of the investment period and when you would like it to commence.
- Complete the Method of Payment and Source of Funds section, providing relevant details such as the transferring scheme and payment method.
- Fill in the AMRF Details/Specified Income Details section, ensuring to provide accurate information regarding your retirement fund.
- If applicable, specify your Regular Encashment preferences, noting any amounts and frequency of payments desired.
- In Section I, complete the Declarations part, ensuring you understand and agree to the terms. Provide your signature and date to authenticate your application.
- Once all sections are completed, review your information for accuracy. Save changes, download, print, or share the completed form as necessary.
Complete your application form online for the Approved Retirement Fund ARF today!
With an Approved Retirement Fund (ARF), when you die you can leave any remaining funds to your spouse/civil partner or other beneficiaries. If you leave the funds to your spouse or civil partner, the funds can be transferred to an Approved Retirement Fund in their name.
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