Retirement Annuity
Getting started?
Application Form
Ready to open a new Retirement Annuity? Complete your application online. Have your FICA documents handy, and our team will be in touch to get you set up.
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.
Preservation Fund
Getting started?
Application Form
Complete your Preservation Fund application online. You'll need your ID, proof of address, and your existing fund details to transfer your savings. Once submitted, the ETFSA team will be in touch to finalise your transfer.