Z864 form 2026

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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. This includes your name, ID number, and contact information. Ensure all details are accurate as this is crucial for processing.
  3. Next, complete the 'Declaration' section. Here, you will affirm that the information provided is true and correct. This step is mandatory for all submissions.
  4. If applicable, provide updates on any changes regarding dependants or marital status. Attach certified copies of necessary documents such as marriage certificates or affidavits as required.
  5. Finally, review all entered information for accuracy before submitting. Utilize our platform’s features to save your progress and make edits easily.

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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.
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.
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.

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To apply, you complete an Application for Purchase of Service form (Z215) and hand it in to your employer, who will submit it to GEPF.

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