ZA PSG Wealth Client Declaration: Section 14 Transfer Out ... 2026

1. Click ‘Get Form’ to open the ZA PSG Wealth Client Declaration: Section 14 Transfer Out ... in the editor.
2. Begin by entering your name and surname in the designated field. Ensure that this matches your official identification.
3. Next, input your ID or passport number accurately to verify your identity.
4. Fill in your investment number, which is essential for processing the transfer request.
5. Select the reason for transfer from the provided options, ensuring it aligns with your financial goals.
6. Indicate whether you are requesting a transfer from a Retirement Annuity Fund, Provident Preservation Fund, or Pension Preservation Fund.
7. Review the declaration statements carefully. Confirm your understanding of each point regarding fund transfers and potential implications.
8. Sign and date the declaration at the bottom of the form to validate your request.

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