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How to use or fill out PPS Withdrawal form Investment Account and Preservation Funds.FH11

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Click ‘Get Form’ to open it in the editor.
Begin by filling out Section A with the contact person for outstanding requirements. Provide their name, telephone number, email, and capacity.
In Section B, complete your personal details. Ensure all fields are filled in BLOCK LETTERS, including your investment number, PPS member number, title, surname or entity name, first names or initials, identity or passport number, and bank details.
For Section C (PPS Preservation Funds only), input your total current annual income and tax number. Remember that a tax directive is required for processing withdrawals.
In Section D, specify your withdrawal details. Choose from the options provided: withdraw 100%, a specific amount, or a percentage from all investment options. If withdrawing per investment option, complete the table with the relevant amounts or percentages.
Review the terms and conditions in Section E carefully before signing and dating the form at the bottom.

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