Z864 form 2026

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The document Z864 is a form from the National Treasury's Pensions Administration, designed to collect personal and dependent information from members or pensioners. It includes sections for personal particulars, details of spouses or life partners, other dependants, medical scheme particulars, and contact details. The form requires completion of all pages for validity and includes a declaration section for the member or pensioner to confirm the accuracy of the provided information.

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Click ‘Get Form’ to open the z864 form in the editor.
Begin by filling out the 'Personal Particulars' section. Enter your Pension No., Title, Surname, First Name, Middle Names, Maiden Name, ID No., Passport No., Date of Birth, and Marital Status. Ensure all fields are completed accurately.
Proceed to the 'Particulars of Spouse(s) / Life Partner' section. Fill in details for each spouse or life partner including their Surname, First Name, Date of Birth, ID No., and other relevant information.
Next, complete the 'Particulars of Other Dependants' section. Similar to the previous step, provide necessary details for each dependant.
In the 'Medical Scheme Particulars' section, input information regarding previous and new medical schemes as required.
Finally, fill out your contact details under 'Person's Contact Details', ensuring both postal and residential addresses are provided.
Review all entries for accuracy before signing the declaration at the end of the form. Remember that both you and a Commissioner of Oaths must initial each page for validity.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (163 Votes)

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What is a z864 form used for?

The form notifies the Pensions Administration of any changes to the particulars of a member, pensioner, or their dependents. The personal particulars and declaration sections must always be completed.

What is a retirement declaration form?

The form: confirms your personal details, advises us of the choices you make about retirement, collects information about the total value of your pensions, as required by HM Revenue and Customs.

What is a Z894 form pdf?

This document is a form from the National Treasury Pensions Administration requesting bank account details from pension beneficiaries. The form must be completed by the beneficiarys bank to confirm their account number, bank name, branch details and account type for pension payment transmission.