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Click ‘Get Form’ to open it in the editor.
Begin by filling out the 'Personal Particulars of Member' section. Enter your Pension Number, Surname, First Name, Title, Initials, ID Number, Date of Birth, Salary Number, and Income Tax Number.
Next, move to the 'Options for Pension Benefit Payable' section. Choose either Option (a) for a once-off gratuity payment or Option (b) for transferring your actuarial interest to an approved retirement fund. Ensure you attach the necessary documents as specified.
In the 'Certification by Member and Employer Representative' section, sign or provide a thumbprint if you cannot read or write. The employer representative must also sign and date the form.
Finally, ensure that all required fields are completed accurately before submitting your form for processing.

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What is a retirement declaration form?

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.

How do I resign from GEPF?

The Human Resources department requires the following documents: A certified copy of the members bar-coded ID or valid passport that is not older than six months. A correctly completed Transfer Application Z1525 form. A correctly completed Personal Details Z864 form. A correctly completed Resignation Choice form.

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 happens to my pension fund when I resign?

CHOICE FORM FOR PENSION BENEFIT UPON RESIGNATION/DISCHARGE To enable the GEPF to successfully process the request for withdrawal from the Fund as a result of (i) Voluntary Resignation, (ii) Discharge due to Misconduct or (iii) Discharge due to Ill-Health occasioned by.

What is form I-864 used for?

It shows standard benefits and maximum conversion benefits. Your standard benefits are your annual pension and lumps sum before any conversion. Your maximum conversion benefits show the maximum lump sum you can receive and the reduced annual pension.

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