Get Fundisa Fund Application Form

Filling out the Fundisa Fund Application Form online is a straightforward process designed to assist you in securing educational funding for eligible students. This guide will provide you with step-by-step instructions to ensure that you complete the form correctly and efficiently.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to obtain the form and open it.
2. Begin by entering your personal details in the 'Investor’s personal details' section. Provide your title, initials, first name, surname, and South African ID or passport number. Ensure to include a contact number, postal address, and physical address.
3. Next, confirm the monthly income of your household related to the nominated student. Select the appropriate income bracket from the options provided (0 - R15 000 or over R15 000).
4. In the 'Child/Nominated student details' section, fill out the first child's information including their first name, surname, ID number, and race. Specify the investment amount and debit order amount if applicable.
5. Repeat step 4 for any additional nominated students, providing their corresponding details in the subsequent sections provided for this purpose.
6. Fill in the 'Investor’s bank account details' by stating your bank, branch, account number, branch code, account type, and the account holder’s name. This information is necessary for setting up a debit order.
7. Provide your debit order authority. Indicate the amounts for the once-off debit and monthly debit order. Include the starting date for the monthly debits and authorize STANLIB to debit your account accordingly.
8. If applicable, fill out the 'Financial Adviser charges' section with details regarding your financial adviser and the upfront management charge agreed upon.
9. Review the 'Statutory Disclosure and General Terms & Conditions', ensuring you understand the terms presented before proceeding.
10. Finally, sign the application form at the designated areas to validate your application, including the signatures of both the investor and financial adviser if applicable.
11. After completing all the sections, save your changes. You may then download, print, or share the form as necessary.

Begin completing your Fundisa Fund Application Form online today to secure educational funding for nominated students.