Get B Particulars Of Transferring Fund C Particulars Of

Filling out the B PARTICULARS OF TRANSFERRING FUND C PARTICULARS OF form is an essential process for transferring benefits from one approved fund to another. This guide provides clear and concise steps to help users complete the form accurately and efficiently online.

Follow the steps to fill out the form correctly

1. Click the ‘Get Form’ button to obtain the form and open it in the document editor.
2. Begin by filling out section A, which requires the particulars of the member. Provide your surname, first names, initials, birth date, ID number, date of withdrawal from the transferring fund, income tax number, start date of contributing to the transferring fund, and gender.
3. Proceed to section B, where you will need to input the particulars of the transferring fund. Include the underwriter of the fund, the full name of the registered fund, the fund registration number at the Financial Services Board (FSB), and the SARS fund registration number. Moreover, specify the type of fund, such as pension or annuity.
4. In section C, complete the particulars of the receiving fund. Enter the full name and the fund registration number for the Government Employees Pension Fund (GEPF). Note that GEPF is defined as a benefit fund governed by specific legislation.
5. Fill in section D with the particulars of the benefit to be transferred. State the amount of benefit to be transferred, the amount taken in cash if applicable, and the amount that will be transferred.
6. In section E, provide the banking details for the Government Employees Pension Fund. This includes the name of the bank, branch name, branch code, account name, and account number.
7. Ensure all fields are filled out completely, as all pages of the form must be completed for validation. Both the member or pensioner and the commissioner of oaths must initial this page.
8. In section F, this must be filled out by the responsible person at the transferring fund. Confirm the particulars on the form are true and correct, then fill in their surname, telephone number, signature, and date signed.
9. Moving to section G, the particulars of the new government employer must be completed by the new employer. List the salary advice as of the admission date, new employer name, new employer code, service type, and retirement age as per the employment contract with the new employer.
10. Finally, section H requires certification by the employer representative. They must certify that all particulars are true, all pension contributions have been paid, and that the member is aware of any liabilities. Here, the representative will provide their signatures, designation, surname, contact details, and an official date stamp.

Complete your document online to ensure a smooth transfer of your pension benefits.