Get Fundsatwork Umbrella Funds Withdrawal Form

This guide provides a clear and comprehensive approach to completing the Fundsatwork Umbrella Funds Withdrawal Form online. Whether you are resigning, being dismissed, or your contract is ending, understanding how to correctly fill out this form is crucial for a smooth withdrawal process.

Follow the steps to successfully complete your withdrawal form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred digital editor.
2. Provide your member number at the top of the form to identify your account accurately.
3. In Section 1, fill in the employer and fund details, including the name of the fund and your employer.
4. Complete Section 2 with your personal member details such as your employee number, title, initials, first name, surname, date of birth, RSA ID, and contact information.
5. Section 3 requires the reason for withdrawal—choose from resignation, dismissal, end of contract, liquidation of employer, or other, and specify if necessary.
6. In Section 4, the employer must indicate any indebtedness related to the member. This may require additional documents if applicable.
7. Section 5 needs the declaration by the employer. This must be completed and signed, confirming all information is accurate.
8. Move to Section 6, where you will indicate withdrawal options for both the Pension and Provident funds, including any amounts you wish to withdraw.
9. Section 7 asks whether you want your retirement savings to remain invested until the effective withdrawal date—confirm your choice accordingly.
10. Complete Section 8 regarding potential deductions that should be made from your account due to maintenance or divorce orders.
11. In Section 9, provide a declaration as the member, confirming all information is true and correct, and include your signature.
12. Finally, review the form to ensure all fields are filled out correctly, save your changes, and follow instructions to print, download, or submit the form via email or fax.

Start filling out your Fundsatwork Umbrella Funds Withdrawal Form online today for a smooth and efficient withdrawal process.