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  1. Click ‘Get Form’ to open the z864 form in the editor.
  2. 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.
  3. 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.
  4. Next, complete the 'Particulars of Other Dependants' section. Similar to the previous step, provide necessary details for each dependant.
  5. In the 'Medical Scheme Particulars' section, input information regarding your previous and current medical schemes as required.
  6. Finally, fill out your contact details under 'Person's Contact Details', ensuring both postal and residential addresses are provided.
  7. Review all entries for accuracy before signing the declaration at the end of the form. Remember that all pages must be completed for validity.

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Instructions for Completing Form Z864: Updating the Personal Particulars of a Member or Pensioner of the GEPF. 1. This form notifies the GEPF of any changes to the particulars of A Member, A Pensioner or Dependants of a Member or Pensioner (Spouse, Life Partner or Minor Child).
Updating the bank particulars for a member, pensioner or beneficiary of a. benefit payable by the GEPF, to a foreign bank account. 1. This form can be completed electronically, printed and signed, and then returned to the GEPF.
Instructions for completing the Nomination Form WP1002: Nominating a beneficiary to receive a portion of a deceased member or pensioners gratuity, should there be a gratuity payable on the death of a GEPF member or pensioner. Important information before completing the Nomination Form: 1.
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Instructions for Completing Form Z864: Updating the Personal Particulars of a Member or Pensioner of the GEPF. 1. This form notifies the GEPF of any changes to the particulars of A Member, A Pensioner or Dependants of a Member or Pensioner (Spouse, Life Partner or Minor Child).
Updating the bank particulars for a member, pensioner or beneficiary of a. benefit payable by the GEPF, to a foreign bank account. 1. This form can be completed electronically, printed and signed, and then returned to the GEPF.
Heres how it works Edit your z864 form instructions online. Type text, add images, blackout confidential details, add comments, highlights and more. Sign it in a few clicks. Draw your signature, type it, upload its image, or use your mobile device as a signature pad. Share your form with others.
Funeral Benefit claims by a GEPF Pensioner The pensioner must complete the Z300 funeral benefit claim form, as well as a Z894 bank form (for a personal bank account at a South African bank, or an overseas banks or estate late bank account). The requirements for each form are listed in the relevant instruction sheet.
You need to complete a nomination form to ensure that the lump sum goes to the right person(s) and/or organisation. You are responsible for keeping your nomination form up to date so that it takes account of changes in your personal circumstances.

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