Group Umbrella Pension and Provident Funds

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FUND DOCUMENTS

The success of any fund's administration is very much a team effort with shared responsibility between Participating Employers and the Fund Administrator. The accurate completion of Fund Documents is essential for maintaining accurate Fund Records.

All contribution schedules, changes to member records and Member Movements need to be submitted in good time and forms should be completed in full, signed by the relevant Authorised Signatory. An original Company Stamp should be used to substantiate its authenticity.

It is of utmost importance that the correct forms are completed in respect of each Fund occurrence and that all the supporting documents are included and certified by a Commissioner of Oaths (where applicable). All the relevant fields should be completed in full. Outstanding documents and/or blank fields result in delays in finalising claims and/or errors in processing of claims or the capturing of monthly contributions. An enquiry beforehand when uncertain about the completion of any form or part thereof will ensure that the process is completed without undue delays.


All Forms require Acrobat Reader

(To downlaod forms, Right Click and select Save Target As)

Monthly Contribution Returns

Resignations, Retrenchments and Dismissals

Retirements

  • Notification of Retirement
    NB: In addition to the Notification of Retirement, a Certified copy of the member's ID Document is required.

Deaths