Get Pension-backed Lending - Thacsa

Completing the Pension-Backed Lending - Thacsa application online is a straightforward process designed to assist users in accessing funds backed by their pension. This guide provides clear instructions for each section of the form, ensuring you can navigate the application with ease.

Follow the steps to effectively complete your application.

1. Press the ‘Get Form’ button to retrieve the application form and open it in the editor.
2. Begin by entering your applicant details. Provide your surname, title, first names, and identity type, including the identity or passport number. Indicate whether you are a permanent South African resident and a South African citizen, as well as your home language and address for notices.
3. Fill in your employer's details, including your residential address and email address. Include the name and contact number of your next of kin, alongside your marital status and type.
4. If applicable, obtain written consent from your spouse regarding the application, particularly if you are married in community of property.
5. Provide property details related to the loan purpose, such as renovation, purchasing land, or buying a new house. Attach any necessary proof of these purposes.
6. Fill in the details of the loan you are applying for, including the new loan amount and any existing loan balances. Specify your preferred loan term.
7. Complete the employment details section with your site, company name, and postal code. Also include your occupation and employee number.
8. Enter your fund membership details. Provide the name of the fund, your fund member number, normal retirement age, and withdrawal benefit amount.
9. Select any optional credit life insurance coverage you wish to include. Review the terms and conditions associated with each option.
10. Authorise the bank to perform credit checks and share information as required for the application process.
11. Sign the application to confirm your declarations regarding the loan and financial details provided. Ensure to account for any pending legal issues that may affect your application.
12. Submit copies of required documents, including your South African ID or passport, retirement fund statements, payslips, proof of address, and any property-related documentation.
13. Once all sections are completed and documents are attached, review your application for accuracy before saving changes or downloading and printing for your records.

Take the first step towards your pension-backed loan by completing the application online today.