Getting started?
Application Form
This form must be completed if you wish to open a new Retirement Annuity. Once completed, the form must be submitted to the RA team together with the supporting FICA documents.
Already have a RA?
Debit Order Form
This form must be completed if you wish to start contributing to your existing RA via debit order. The minimum debit order amount is R300 per portfolio. Once completed, the form must be submitted to the RA team with Proof of Bank details (not older than 3 months).
Regular EFT Form
This form must be completed if you wish to make ad-hoc contributions to your existing RA without needing to submit a new form each time. The minimum contribution amount is R300 per portfolio.
Additional Contribution Form
This form must be completed if you wish to make a lump sum contribution to your RA. The minimum investment amount is R300 per portfolio. Once completed, the form must be submitted to the RA team with Proof of payment.
Switch Form
This form must be completed if you wish to switch from one portfolio to another within your RA.
Withdrawal Form
This form must be completed if you wish to withdraw from your Savings Component of your RA.
Additional information
Terms & Conditions
Terms and conditions of membership.
