CLAIM PROCEDURES
All the information and forms required for Claims may be found on this page
The information provided will give an overview of the claim procedures and documentation required before benefits can be paid to members or their eligible dependants.
The Fund may make certain deductions off members benefits in terms of Sections 37D of the Pension Funds Act:- Outstanding pension backed housing loans; amounts due to the Municipality who suffered a loss through fraud and Court Orders.
To facilitate easy access to claim forms, please select the type of claim you need to make, and download the applicable forms. You can use Adobe Acrobat Reader (a free program) to fill in the forms digitally. You can download the program here: https://get.adobe.com/reader/
Once you have completed your forms, please navigate to the Submissions page to send them to us.
Divorce
If you are going through a divorce the information below provides you with important requirements.
The following documents have to be submitted to the Fund in the case of divorce:
· Final Decree of Divorce must mention the name of the fund which the member belongs to;
KwaZulu-Natal Joint Municipal Pension Fund (Superannuation), or;
KwaZulu-Natal Joint Municipal Pension Fund (Retirement), or;
KwaZulu-Natal Joint Municipal Provident Fund
· Certified copy of settlement agreement (if one was reached)
· Certified copy of the Member’s Identity Document
We need to receive the documents listed below for the non-member spouse:
· Certified copy of the Ex-Spouse’s Identity Document
· Certified copy of the Marriage Certificate
· Stamped bank statement(not older than 3 months)
· Ex-Spouse’s tax reference number
· Claim form completed by the Ex-Spouse
Downloads
Taxation
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A registered fund may deduct any tax amount due on a benefit and pay over to SARS in accordance with the Income Tax Act, 1962 (Act 58 of 1962).
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It is important for members to be aware that all lump sum benefits are subject to tax based on the tax rates as per SARS.
Medical Boarding Applications
If the member or the employer is of the opinion that such member is permanently incapable of efficiently performing his or her duties due to any bodily or mental ill-health, they are entitled to start the process of medical boarding. The following application forms must be sent to the Fund to start the process:
Pensioner 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
If any documentation is outstanding, that may cause delays in the payment of the benefit.
Downloads
- NJMPF Claim Form Retirement & Superannuation Fund
- NJMPF Claim Form Provident Fund
- NJMPF Student Form
Member Forms
If an employee is employed by a local authority associated with the KwaZulu-Natal Joint Municipal Pension/Provident Funds in terms of its regulations, the following forms must be completed and returned to the Fund:
Downloads
- Two-Pot Savings Component Claim Form
- NJMPF Beneficiary Nomination Form
- NJMPF Election of Fund Membership
- NJMPF Medical Certificate
- Percentage Increase Form
- Nomination form – Funeral
- Payment of funeral benefits to nominated beneficiaries
When a member exits municipal service due to Resignation or Dismissal, the following claim form must be completed and returned to the Fund in order for the member to receive his/her 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
If any documentation is outstanding it may cause delays in the payment of the benefit.
Downloads
Death Benefit Claims
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 upon the death of a member.
Downloads
- Death Claim Guide
- NJMPF Death Benefit Claim Form 1
- NJMPF Death Benefit Claim Form 2
- NJMPF Death Benefit Claim Form 3
- NJMPF Death Benefit Claim Form 4
- NJMPF Death Benefit Claim Form 5
- NJMPF Death Benefit Claim Form 6
- NJMPF Death Benefit Claim Form 7
- NJMPF Guardians Assessment
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.