The purpose of this form is for you to instruct us where to place your investment. In this form: You’ refers to the person named…
If the Trustees need to distribute your benefits to your dependents and family, it is important to complete a form so that they know who…
Are you happy with your contributions paid into your fund? You have the chance to change the level of your monthly contributions paid into the…
When a member of the fund has passed away, a Funeral Claim form and a Death Claim form should be completed by the member’s dependants.…
Retirement Claim Form The purpose of this form is for you to instruct Alexander Forbes to withdraw your retirement savings because you are retiring. This…
When you are retrenched your will receive two sums of money; your severance pay based on the amount of time you have worked for the…
Why do I need to complete a Withdrawal Form? Because you are leaving your employer, you need to tell Alexander Forbes what to do with…