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2017-11-2213.897518.408616.3518

Pensioner Forms

Retirement Claim Forms

When a member exits municipal service due to early/normal retirement, retrenchment or ill-health, the following claim forms should be completed and sent back to the Fund in order for the member to receive a benefit.The following documentation will be required along with the member’s claim form:

  • Stamped bank statement (not older than 3 months)
  • Tax reference number
  • Certified copy of the member’s Identity Document
  • Form D

If any documentation is outstanding it may cause delays in the payment of the benefit.

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Pensioner Forms

Completion and submission of Declaration Forms for Pensioners is very important in providing the Fund with annual proof of our Pensioners’ existence. This is the reason the Fund insists on having the Declaration Form signed in front of a Commissioner of Oaths (who have certain obligations to ensure that what is before him/her is true and correct).Declaration Forms are mailed once a year during the month of a Pensioner’s Birthday. These forms must be returned to the Fund no later than a month after the Pensioner’s birthday. Failure to do so will result in the suspension of pension payments. The completion of forms may also be done at the Fund offices with the assistance of the Client Services Administrators.NB: PLEASE NOTE THE FOLLOWING:       

  • Declaration Forms must be completed with updated personal details, particularly all cellphone numbers for sms communication, postal/physical address and email addresses.
  • Declarations Forms must be signed and stamped by a Commissioner of Oaths.
  • A recently certified copy of the Pensioners Identity Document must be attached.

If your pension has been suspended, please ensure that you submit your completed Declaration Form to the Fund by the 10th day of the following month. Your pension will then be reinstated at the end of that month.

Dependant Forms

The Fund pays death claim benefits according to Section 37C of the Pension Funds Act. The Act ensures that benefits are distributed equitably amongst all dependents (factual or legal). The following forms must be completed by eligible dependants and returned to the Fund with the required documentation on the death of a member.

Downloads

 

Student Forms are mailed at the beginning of each year to eligible children of the deceased who qualify for a monthly pension in the Superannuation Fund. These forms are used to confirm the child is studying and must be returned to the Fund as soon as possible. Failure to do so will result in the suspension of pension payments. The completion of forms can also be done at the Fund offices with the assistance of the Client Services Administrators.

NB: PLEASE NOTE THE FOLLOWING:

  • A recently certified copy of the Students Identity Document must be attached.
  • Forms must be completed fully at the school or learning institution.
  • Forms must be stamped by the school or learning institution (which must include contact details).
  • A letter from the school or learning institution confirming previous years of study.

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