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Address has changed, please attach proof of residential address not older than 3 months. Title Initials Full name/s Surname/Name of legal entity Identity/Registration number Passport number Passport Country of Issue Passport expiry date D D M M Y Y Y Y Postal address Postal code Residential/Business address Postal code Telephone - work (code - number) Fax work (code - number) Telephone - home (code - number) Fax home (code - number) Cell phone number E-mail address Sect.

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1. Online at .momentum.co.za; 2. Call 0860 65 75 85 or 3.

It is not possible to cash in a retirement annuity before age 55, other than on the basis of (proven) disability and formal emigration. Even cashing in at age 55, you will be required to use at least two-thirds to purchase an annuity that will pay you a pension for life.

As soon as Momentum has received all outstanding requirements, we will process the request within 24 hours, subject to a one-off accelerator of R100. 00, which will be withdrawn from the remaining fund value. If this section is not filled in and signed, Momentum cannot accelerate the payment.

Normal retirement When the member reaches the age of 55, he may access his retirement benefit. A member of the Momentum Retirement Annuity Fund and the Momentum Pension Preservation Fund may only take one third of his retirement benefit in a lump sum; the rest of the benefit must be used to buy an annuity (a pension).

Momentum Wealth Whether you're looking to build and grow your wealth, protect your money or get an income from your investment, we offer a range of personal investment solutions you can tailor to meet your investment needs and achieve your goals.

Clear copy of identity document (identity document, passport or both sides of card driver's license) for the policyholder/investment owner. 3. Proof of banking details – cancelled cheque or complete bank statement, not older than three months.

Retirement Annuity Option Grow your retirement money while benefiting from tax incentives. From R50 000 lump sum; from R1 000 per month. Access your benefits from age 55. Deduct the money you invest from tax.

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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