Forms – LA Retirement Fund

Forms

Pensioner Trustee Nomination forms

LARF Pensioner Trustee nomination form 2023 ENG

LARF Pensioner Trustee nomination form 2023 AFR

New member

Application Form
Fund Benefits Beneficiary Nomination Form
Funeral Benefit Beneficiary Nomination
Secure Website Application Form
SMS Interactive Application Form
Cost Quotation Request Form

Voluntary Critical Illness Benefit

Critical Illness Confidential Medical Report
Critical Illness Employer/Employee Declaration
Disability/Critical Illness Consent Form
Voluntary Critical Illness Application Form

Voluntary extended funeral scheme

Voluntary extended funeral scheme application form
Voluntary extended funeral scheme policy amendment form

Risk benefits

Annual change in insured death benefit option form
Annual change in insured death benefit option form for pre-August 2017 members
Life events that require a change in insured death benefits options form
Life events that require a change in insured death benefits options form for pre-August 2017 members

Investments

Life stage investment option switch form

Pensioner / IFLA Funeral Scheme

Pensioner / IFLA Funeral Scheme: Application for Funeral Benefit
Pensioner / IFLA Funeral Scheme: Amendment of Details

Pension backed housing loan

Pension Backed Loan Application Form
FNB process document

Registration of life partner

Application for registration of life partner
Sworn affidavit by life partner

Withdrawal (resignation/dismissal or retrenchment)

Fund options on resignation
Withdrawal form
Annexure A (amount owed by member to employer)
Acknowledgment of liability and agreement to pay
Understanding Section 37D

Retirement

Fund options on Retirement
Reorganisation and compulsory retirement claim form
Voluntary retirement claim form
Annexure A (amount owed by member to employer)
Annexure B (Adviser fees)
Acknowledgement of liability and agreement to pay
Changes to In-Fund Living Annuity
Termination of In-Fund Living Annuity
In-Fund Living Annuitants funeral cover for member and spouse

Death

Death claim form
Disposal of death benefits form
Death claim financial needs analysis form
Police Report
Affidavit
Funeral claim form-Sanlam Scheme Code 15883
Employee checklist

Disability

Disability Claim Notification Form
Disability Claim Employee Declaration
Disability Claim Employer Declaration
Disability Claim Confidential Medical Report
Disability/Critical Illness Consent Form