Transcription of Request for a Tax Deduction Directive Retirement …
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Request for a Tax Deduction Directive Retirement …
Request for a Tax Deduction DirectiveRetirement annuity FundsFORM CFORM CVersion: Page of Page: 01/06 Application AddressPostal AddressFOR OFFICE USE15 Postal CodePostal CodeParticulars of FundContact personRegistered Name of fundE-mail address Tel of fund : Retirement annuityTaxpayer DetailsSpecify otherAnnual incomeIf the taxpayer/member is not registered for income tax, select one of the following reasons:UnemployedOtherEmployee numberIs the taxpayer a non-resident?YesNoTaxpayer reference of Assessment ended on (CCYYMMDD) Name(s)InitialsSurnameIdentity numberDate of Birth (CCYYMMDD)Passport Country / Country of Origin ( South Africa = ZAF)Passport/ Permit ,Policy numberFSB Registration the certificate of residency (citizenship certificate where DTA is not applicable) attached?Particulars of Gross Lump Sum DueReason for Directive :Date of accrual (CCYYMMDD)Date of death of member (if applicable) (CCYYMMDD)Gross amount of lump sum payment (Including the amount deemed to accrue in terms of par 2B of the Second Schedule)Total value of full annuityAmount distributed to non-member spouse in respect of divorce order (if date of accrual is before 1 March 2012)Commencement date of policy (CCYYMMDD)Date of divorce order (CCYYMMDD)Transfer by non-member spouse previously taxedParticulars of fund (continued)Postal AddressPostal CodeOn death of member prior
Request for a Tax Deduction Directive Retirement Annuity Funds FORM C FORM C Version: v2017.00.11 Page of Page: 01/06
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