Sanlam Corporate Retirement Forms

Stand-alone Funds

Benefit claim forms
Consent Form STAL002E
Retirement benefit claim form: Paid-up members STAL004E Temporary absence form STAL003E
Death claim forms
Death claim form STAL022E Vorm vir doodeis STAL022A
Disability and Trauma forms
Claim for Lump sum disability/monthly disability income benefit form EB2878_E Sanlam Claim for Critical/Severe Illness form EB2990E Notification of potential disability claim EBDC051E
Divorce forms
RFA Application by a non-member spouse for recognition of divorce order STAL023A Instruction by a non-member spouse for payment of pension interest CORP011E
Funeral claim forms
Sanlam funeral claim form SEB001E
Member selection forms
Beleggingskeusevorm vir lede STAL020A Lid beplande aftreedatum instruksievorm STAL013A Member beneficiary nomination form STAL016E Member investment selection form STAL020E Member planned retirement date instruction form STAL013E Sanlam Lifestage bewaringsportefeulje-keuse vorm STAL021A Sanlam Lifestage preservation option selection form STAL021E
New Member forms
New entrant form STAL017E

Sanlam Umbrella Fund

Benefit claim forms
Temporary Absence form SUF001E
Forms for Paid-up, Phased Retiree and In-Fund Living Annuitant members
Appointment of financial adviser SUF009E Benefit claim form: In-Fund Living Annuitant member SUF003E Benefit claim form: Paid-up member SUF004E Benefit claim form: Phased Retiree member SUF005E Member instruction form SUF006E Member investment selection form SUF002E
Death claim forms
Death Claim form Third party affidavit on deceased Form Funeral Claim Form SUF010E Spouse’s Life Insurance Claim Form
Disability and Critical Illness forms
Absa Critical illness benefit claim form Absa 6762 EX Absa Disability claim form Absa 6764 EX Absa Notification of potential disability claim form Absa 6763 EX Sanlam critical illness benefit claim form EB2475AE Sanlam disability Claim form EB2878_E Sanlam notification of potential disability claim form EBDC051AE
Divorce forms
Divorce information and claim forms CORP009E Instruction by a non-member spouse for payment of pension interest CORP011E
Member selection forms
Member beneficiary nomination form SUF015E Member investment selection form: Comprehensive option SUF011E Member investment selection form: Optimal option SUF012E Member planned retirement age form SUF013E SUF flexible death benefits option form SUF015E
New Member forms
New entrant form SUF017E

Sanlam Unity Umbrella Fund

Benefit claim forms
Temporary Absence form UNI001E
Death claim forms
Death claim form
Disability claim forms
Sanlam disability claim form EB2878_E
Divorce forms
Divorce information and claim forms CORP009E Instruction by a non-member spouse for payment of pension interest CORP011E
Funeral claim forms
Sanlam funeral claim form UNI010E
Paid-up and Phased Retiree
Benefit claim form: Paid-up Member UNI004E Benefit claim form: Phased Retiree UNI005E Member instruction form UNI006E
Member selection forms
Member beneficiary nomination form UNI016E
New Member forms
New entrant form UNI017E

Sanlam Easy Retirement Plan

Benefit claim forms
Sanlam Easy Retirement Plan Paid-up Member Benefit Claim Form Sanlam Easy Retirement Plan In Fund Phased Retiree Benefit Claim Form
Death claim forms
Sanlam Easy Retirement Plan Death Claim Form
Funeral claim forms
Sanlam Easy Retirement Plan Funeral Claim Form
Member selection forms
Sanlam Easy Retirement Plan Beneficiary Nomination Form
New member forms
Sanlam Easy Retirement Plan New Entrant Form

Sanlam Plus Preservation Fund

Death claim forms
Death claim pack PLUS003E
Divorce
Sanlam Plus Application by a non-member spouse for recognition of divorce order PLUS010E
Benefit claim forms
Partial and Full withdrawal Claim form Section 14 transfer out form PLUS020E
Member selection forms
Appointment of financial adviser PLUS022E Beneficiary nomination form PLUS016E Investment selection form PLUS021E
New Member forms
Application form PLUS017E

Sanlam Beneficiary Fund

Forms
Application for change of guardianship LBF001E Application for fund closure due to death of beneficiary LBF002E Application for fund closure form LBF003E Change of contact details form LBF004E New beneficiary form LBF005E Request for special payment form LBF006E
Member guide to understanding the Sanlam Beneficiary Fund