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Unit Trusts Withdrawal Form 2026

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How to use or fill out the Unit Trusts Repurchase/Withdrawal form online

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your personal details in the 'Client Details' section, including your name, entity number, and identification number.
  3. In the 'Contact Details' section, provide your updated cell number and email address. This information is crucial for communication regarding your transaction.
  4. Fill out the 'Withdrawal Details' section. Specify the fund name, account number, and amount you wish to withdraw. Ensure that you meet the minimum withdrawal amount of R2,000.
  5. Select a reason for withdrawal from the provided options and enter the corresponding code.
  6. Complete the 'Banking Details for Payments' section with accurate bank account information. Remember that payments can only be made to accounts in your name.
  7. Review all entered information for accuracy before submitting. Any amendments should be initialed.

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