Member Forms

IMPORTANT NOTICE

Please remember to read the applicable benefit application brochure before completing the relevant application form. (Please click on the appropriate form below)
 
MEMBER BENEFIT APPLICATION FORMS
 
RESIGNATION / RETRENCHMENT / TRANSFER BENEFITS
  1. Application - Full Cash Withdrawal

  2. Application - Full Transfer

  3. Application - Partial Cash / Partial Transfer

  4. Application for Section 14 Transfer

 
Withdrawal and Tax Benefits
in a Nutshell
To view click here
Withdrawal Benefit Brochure
To view click here
 
RETIREMENT / DISABILITY BENEFITS
  1. Application for Permanent Disability Benefit

  2. Application for Retirement

  3. Application for Flexible Retirement Benefit

  4. Application for Retirement - Fully Commute

  5. Application for Retirement - Multiple Spouses

  6. Provision for Spouse's Pension In the Event of Death

  7. Request for Advance (In respect of Disability or Retirement Claim)
 
Retirement Benefit Brochure
To view click here
Disability Benefit Brochure
To view click here
Retirement and Tax Benefits in a Nutshell
To view click here
 
DEATH BENEFITS
  1. Checklist of Documents Required for Death Benefit Applications

  2. Details of Deceased Member

  3. Application for Death Benefits by Spouse / Life Partner

  4. Application by Other Parties

  5. Application by Executor

  6. Benefit Waiver

  7. Death Benefit Questionnaire - Other Parties

  8. Death Benefit Questionnaire - Spouse / Life Partner

  9. Equal Split Form for Biological / Legally Adopted Children of Deceased

  10. Affidavit Confirming Dependants (Biological / Legally Adopted Children and Spouses of Deceased)

  11. Confirmation of no Spouse and / or Life Partner

  12. Request for Advance (In respect of a Death Claim)
 
Death of Member and Tax Benefits in a Nutshell
To view click here
Death of Member Brochure
To view click here
 
DIVORCE BENEFITS
  1. Application for Pension Interest by Non-Member Spouse due to Divorce

  2. Pension Interest Liability Indemnity Form - Divorce Finalised

  3. Pension Interest Liability Indemnity Form - Divorce Pending

 
FOREIGN MEMBER FORMS
  1. Foreign Member Banking Details

  2. Information Required by the Exchange Control Authorities

 
OTHER MEMBER FORMS
  1. Election to Defer my Benefit Until Retirement

  2. Member Investment Choice (MIC) Election Form

  3. Preferred Communication Channel & Web Access

  4. Nomination Form for Members

  5. Change of Address Detail Form

  6. Change of Banking Detail Form

  7. Profile Detail Update

  8. Request for Estimate of Benefits

  9. Application for Special Contributions

  10. Application for a Duplicate Tax Certificate

  11. Spouse Option Form (PIC)

  12. Acknowledgment : Option to not continue with Disability Application

 
Member Brochure
To view click here
Taxation in South Africa
2014 / 2015
To view click here
Member
Investment Choice Brochure
To view click here
 
Please send your application form and required documents to:
Post : The Manager,Sentinel Retirement Fund, P O Box 61172, Marshalltown 2107, Fax : (011) 481-8111
E-mail: info@sentinel.za.com

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