Transcription of Retirement Plan Withdrawal Form - STANLIB
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Retirement Plan Withdrawal Form - STANLIB
E-mail 0867 277 516 Retirement plan Withdrawal FormLinked InvestmentsCLIENT DETAILSENTITY / INVESTMENT ACCOUNTNUMBERNAME/SSURNAME / NAME OF LEGAL ENTITYIDENTITY / PASSPORT/REGISTRATIONNUMBERCELLPHONE NUMBER IS THIS A NEW CONTACT DETAIL YESEMAIL ADDRESS IS THIS A NEW CONTACT DETAIL YESCONTACT DETAILS FOR THIS TRANSACTION:PLEASE CONTACT: CLIENT OR FINANCIAL ADVISERWITHDRAWAL INSTRUCTIONARE YOU RETIRING? YES NOWITHDRAWAL BEFORE RETIREMENTA preservation fund may pay only one Withdrawal benefit. Any amount deducted from the translocation benefit, including deductions in termsof section 37D of the Pension Funds Act, 1956, is regarded as the member's first and final Withdrawal benefit from a preservation before Retirement : A Retirement annuity may be commuted in full provided it is in a paid up / discontinued contribution and the totalvalue is below the specified threshold from time to time.
TOTAL AMOUNT R . AMOUNT IN WORDS WITHDRAWAL AT RETIREMENT ARE YOU RETIRING? YES NO Retirement Annuity | Preservation Pension Fund If the current illustrative value of the Retirement annuity / Preservation pension plan fall below R …
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