Please ensure that you complete the correct form and supply all the necessary information and supporting documents where required.
The more comprehensively you complete forms, the more speedily and efficiently will the administrators process your claim.
| FORMS | TO BE COMPLETED WHEN; | SUPPORTING DOCUMENTS |
| EMPLOYER PORTAL REGISTRATION FORM | An employer wishes to convert to the online administration system | The completed form signed by the authorised persons. |
| ADDITIONAL VOLUNTARY CONTRIBUTIONS FORM | An additional contribution to the Pension Fund | Copy of members ID |
| NEW MEMBER ENTRY FORM | A new member joins the Fund | Copy of members ID |
| INSTALLATION FORM | An employer becomes a participating employer | Initial billing schedule Company registration documents Employer Portal Registration Form |
| WITHDRAWAL/RETIREMENT CLAIM FORM | A member exits the Fund due to resignation, dismissal, retrenchment, death or retirement | Copy of ID
Member’s personal Tax reference number |
| NOTIFICATION OF POTENTIAL DISABILITY CLAIM FORM | Notification of a potential disability claim form must be submitted within 6 months of member becoming disabled | Certified copy of members identity document Sick certificates and medical reports |
| DISABILITY CLAIM FORM | A member applies for the disability income benefit | Certified copy of members identity document Proof of banking details and payslip of last month/week that member was physically at work i.e. not when on sick leave or annual leave or last date actually paid by the employer. Confidential medical report |
| DEATH CLAIM FORM | A member or a qualifying family member passes away | Bank statement of Spouse / claimant Bi 1663 form – notification of death Certified copy of death certificate Certified copy of Members identity document Certified copy of spouse/claimants identity document Completed Death Claim Form |
| SANLAM FUNERAL BENEFIT INFORMATION BROCHURE | Important information about nominating beneficiaries for the funeral benefit | |
| SANLAM FUNERAL BENEFIT NOMINATION FORM | Nominate/update funeral benefit beneficiaries | |
| THACSA DEATH BENEFIT BENEFICIARY NOMINATION FORM | Updating your beneficiaries and nominees | Copy of beneficiary/nominee’s ID or birth certificate
Copy of marriage certificate |
| HOUSING LOAN APPLICATION FORM See flow diagram hereINCOME AND EXPENDITURE FORM |
A member applying for a pension-backed housing loan
A member applying for a pension-backed housing loan |
Certified copy of ID
Certified copy of payslip Certified copy of Proof of Residence Quotes for the renovations or a copy of the Offer to Purchase (if you are buying a property) Certified copy of marriage certificate (if married in community of property) |
| FORM – Personal liability
for retirement fund contributions |
To be completed when an HR representative is appointed as a responsible person for ensuring payment of retirement fund contributions | |
| FORM – THACSA Switch Option – change portfolio option | To be completed when a member is wanting to switch portfolios |
