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Click ‘Get Form’ to open the Annuity Commutation Form in the editor.
Begin by filling in your CLIENT DETAILS. Enter your ENTITY/INVESTMENT ACCOUNT NUMBER, NAME & SURNAME, IDENTITY/PASSPORT NUMBER, and TAX NUMBER accurately.
In the COMMUTATION DETAILS section, indicate whether a cash commutation was taken at retirement by selecting 'YES' or 'NO'. Provide your TAX PAYER’S ANNUAL INCOME in the designated field.
Next, complete the BANKING DETAILS FOR PAYMENTS section. Ensure that payments are directed to an account in your name only. Fill in the BANK, BRANCH, BRANCH CODE, ACCOUNT NUMBER, and select ACCOUNT TYPE (CHEQUE, SAVINGS, TRANSMISSION).
Provide the ACCOUNT HOLDER'S ID NUMBER and NAME as required.
Review the TERMS AND CONDITIONS carefully. Ensure you understand them before proceeding.
Finally, sign and date the DECLARATION section to confirm that all information is accurate and complete.
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Fill out Annuity Commutation Form - Stanlib online It's free
To access our online transaction portal, simply visit STANLIB.com and click on LOGIN at the top right of the screen. To log in, you will need a username and password.
How to register online for STANLIB?
This process will take 24-hours to complete and you will receive an email as soon as you are successfully registered. Step 1: Visit https: //secure.stanlib.com/web/account/ login. Step 2: Online landing page will appear, click Register Step 3: Select Client Type of user click Next
Is STANLIB a bank?
It became a South African bank in 1962.
How to get STANLIB tax certificate?
If you do not have internet access, weve set up an interactive voice response service that will allow you to have your Unit Trust investment balances, tax certificates and statements quickly sent to you. Simply dial 0860 123 003 and follow the prompts.
How to generate a tax certificate?
Open Simosa on your mobile phone. Tap the Tax Certificate option from the main menu. Select the year for which you want to generate the tax certificate for. Enter the 4-digit PIN to verify your phone number.
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Our funds have been packaged into solutions for your benefit A simple savings solution with no tax on interest, dividends or capital gains. Invest in a simple, transparent and cost effective solution to help you save for your retirement.
What is the commutation of a living annuity?
The commutation of a living annuity will constitute a lump sum benefit and is deemed to have accrued to the annuitant immediately before the date of death. This applies where the lump sum is taken after death.
Related links
(PDF) Growth of finance
This report examines the South African financial system within the framework of financialization. It highlights the historical context of capital flight,
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