Retirement annuity benefit claim

• A copy of the death certificate (BI-5).
• A copy of the deceased insured life’s identity document or birth certificate (if younger than 18 years).
• A copy of the notice of death/still birth (DHA-1663) obtainable from the doctor who declared the death.
• The application for payment of a death claim on a retirement fund form (CLAIM010)open_in_new completed and signed by the claimant or authorised representative of the claimant(s). Each page must be initialled (available on request).
• If death is due to unnatural causes, the unnatural death claim form (CLAIM003)open_in_new is also required and must be completed by the Investigating Police Officer (available on request).
• The POPIA consent form (CLAIM026) open_in_new completed and signed by the claimant or authorised representative of the claimant.
• A copy of the deceased's last will and testament.
• A copy of the marriage certificate or proof of marriage (if applicable).
• A copy of the divorce order and settlement agreement (if applicable).
• A copy of the identity document/birth certificate for each potential dependant.
• A copy of the most recent beneficiary nomination form.
• Copies of the latest payslips of the deceased and all the potential dependents.
• Proof of banking details, in the name of each dependant, not older than three months on a bank letterhead or that has a bank stamp on it.

We may require additional information

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Fax: +27 12 675 3947