FundsAtWork Preservation Funds Withdrawal form 2025

Get Form
FundsAtWork Preservation Funds Withdrawal form Preview on Page 1

Here's how it works

01. Edit your form online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out FundsAtWork Preservation Funds Withdrawal form with our platform

Form edit decoration
9.5
Ease of Setup
DocHub User Ratings on G2
9.0
Ease of Use
DocHub User Ratings on G2
  1. Click ‘Get Form’ to open the FundsAtWork Preservation Funds Withdrawal form in the editor.
  2. Begin by entering your member number at the top of the form. This is essential for identifying your account.
  3. In Section 1, provide your personal details including title, initials, first name, surname, date of birth, and RSA ID number. Ensure all information is accurate.
  4. Next, specify the type of fund you are withdrawing from (Pension or Provident fund) and indicate the date of withdrawal.
  5. In Section 2, choose whether you want a partial or full withdrawal. Enter the withdrawal amount and select your preferred method: cash or transfer.
  6. If opting for cash, complete Section 2a with your existing bank account details. If transferring, fill out Section 2b with receiving fund information.
  7. Review Section 3 regarding disinvestment effective date and tick the box if you wish to keep your account invested until that date.
  8. Finally, in Section 4, read through the declaration carefully before signing and dating it to confirm your instructions.

Start using our platform today to easily fill out your FundsAtWork Preservation Funds Withdrawal form for free!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
Contact us
Once you are a member of the preservation fund, you may only make one withdrawal, of 100% or less of the vested component of your investment account, before retirement.
Steps to Close a PF Account Permanently Download Form 19 (for PF withdrawal) and Form 10C (for pension withdrawal) from the EPFO portal. Fill in the required details, such as your UAN, bank account information, and reason for closure (e.g., retirement or relocation).
Some common documents required to submit your EPF claim are: Claim form. PAN. Aadhaar. Bank account statement (The bank account should be only in the name of the PF holder while he/she is alive) Identity proof. Address proof. EPF account number. Passport-sized photographs.
Withdrawal Benefit Copy of the members Identity Document (smart IDs are to be copied on both sides) Copy of the members bank statement this must not be older than 3 months and must be stamped by the bank. Copy of SARS certificate (clearly showing members name and surname, ID number and tax number)
You can apply for Withdrawal Benefit or Scheme Certificate through Form 10C for retaining the Pension Fund Membership. Retention of the membership will give advantage of adding any future period of membership under the Fund and attain eligible service of 10 years to get pension.