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Retirement Fund Web Forms


Sanlam Umbrella Fund

Benefit claim forms Temporary Absence form   
Withdrawal and retirement claim form   
Death claim forms Funeral Claim Form   
Trustee death claim pack on member's death   
Disability and Trauma forms Capital Alliance disability claim form   
Capital Alliance notification of potential disability claim form   
Capital Alliance trauma claim form   
Sanlam disability Claim form   
Sanlam notification of potential disability claim form   
Sanlam trauma claim form   
Divorce forms Divorce information and claim forms   
Egskeidingsinligting en eisvorms   
Forms for In-Fund Preservation, Phased Retiree and Appointment of financial adviser   
Benefit claim form: In-Fund Living Annuitant   
Benefit claim form: In-Fund Preservation Member   
Benefit claim form: Phased Retiree   
Member instruction form   
Member investment selection form   
Member selection forms Beleggingskeusevorm vir lede : Omvattende opsie   
Beleggingskeusevorm vir lede: Optimale opsie   
Lid begunstigde benoemingsvorm   
Lid beplande aftreedatum instruksievorm   
Member beneficiary nomination form   
Member investment selection form: Comprehensive option   
Member investment selection form: Optimal option   
Member planned retirement age form   
Sanlam Lifestage bewaringsportefeulje-keuse vorm   
Sanlam Lifestage preservation option selection form   
SUF flexible death benefits option form   
SUF Opsievorm vir aanpasbare lewensvoordeel   
New Member forms New entrant form   
Spouses Insurance forms Sanlam Spouse’s cover claim form   


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Monday – Friday 08:00 – 17:00