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Get Retirement Plan Withdrawal Form - Stanlib
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How to fill out the Retirement Plan Withdrawal Form - STANLIB online
This guide provides clear and comprehensive instructions for users on how to fill out the Retirement Plan Withdrawal Form - STANLIB online. By following these steps, people can ensure that their form is completed accurately and efficiently, facilitating a smooth withdrawal process.
Follow the steps to complete the form effectively.
- Click the ‘Get Form’ button to obtain the Retirement Plan Withdrawal Form - STANLIB and open it in an online editor.
- Fill in the client details section accurately. This includes your investment account number, name, surname or name of legal entity, identity or passport or registration number, tax number, cellphone number, and email address.
- Select your contact details for this transaction by indicating whether you would like to be contacted as the client or through your financial adviser.
- Indicate whether you are retiring by selecting 'yes' or 'no' in the withdrawal instruction section.
- For withdrawal before retirement, select the type of withdrawal you require: full withdrawal or part withdrawal, and provide the reason for a part withdrawal if applicable.
- If requesting a part withdrawal, specify the amount in rand or percentage and complete the portfolio range section.
- If you are retiring, fill out the details regarding the retirement annuity or preservation pension fund, including the split of the cash lump sum if applicable.
- Complete the annuity details if a portion of the benefit will be used to purchase an annuity. Attach the required annuity application form.
- Provide your banking details carefully, ensuring that payments are to an account in your name only.
- Read through the terms and conditions to ensure you understand all agreements you are entering into.
- Finish by signing and dating the form, and ensure that all provided information is accurate and complete before submission.
- After completing the form, you can save changes, download your copy, print the form, or share it as needed.
Complete your Retirement Plan Withdrawal Form - STANLIB online today to ensure your retirement needs are met efficiently.
You can withdraw your investment from your unit trust fund at any time. Also known as a repurchase or redemption, this is when you sell some or all of the units that you own in a unit trust fund. The proceeds are then paid into your bank account.
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