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  • Za Psg Wealth Client Declaration: Section 14 Transfer Out ...

Get Za Psg Wealth Client Declaration: Section 14 Transfer Out ...

CLIENT DECLARATION: SECTION 14 TRANSFER OUT Name and surnameID/Passport numberInvestment numberReason for transferI request the PSG Wealth:Retirement Annuity FundProvident Preservation FundPension.

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Benefits may be transferred from any approved pension or provident fund on the member's resignation, retrenchment or dismissal from employment or on the winding up of the employer's fund (referred to in this article as the previous fund). Benefits may not be transferred into a preservation fund when the member retires.

A Section 14 transfer is the transfer of retirement fund benefits from one retirement fund to another in terms of Section 14 of the Pension Funds Act. Section 14 transfers will either follow the Section 14.1 or 14.8 process.

Recognition of Transfer between Approved / Public Sector Funds. ROT01. Declaration Notes. 5.1 The recognition of transfer form must be completed when a member transfers to another fund before retirement.

ROT02. Recognition of Purchase of a member/beneficiary owned pension/annuity. Taxpayer ref no. 4. Particulars of person/beneficiary in whose name the pension/annuity is purchased (In case of “Death of the Member/Former Member”)

The purpose of a Recognition of Transfer form (ROT) is for the Receiving Fund / Long-term Insurer to confirm that the amount reflected on the tax directive, submitted by the Transferring fund for either the transfer or the purchase of the annuity, was received.

Assuming your tax affairs are in order, with 10X you can typically expect a provident fund pay-out within 14 to 21 business days once all necessary documents are in order and contributions are invested. More specifically: Complete cash withdrawals usually take around 21 working days.

If you have more than one contract in a retirement annuity fund, you may transfer one or more of those contracts to a new retirement annuity fund and leave the rest in the existing fund, subject to certain minimums.

The purpose of a Recognition of Transfer form (ROT) is for the Receiving Fund / Long-term Insurer to confirm that the amount reflected on the tax directive, submitted by the Transferring fund for either the transfer or the purchase of the annuity, was received.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232