Normal Retirement | BotswanaLife

Current SECTION A: RETIREMENT DETAILS
SECTION B: RETIREMENT OPTION
SECTION C: CASH LUMP SUM PAYMENTS AND TAX INFORMATION
SECTION D: PROVIDE US WITH THE DETAILS OF THE COMPULSORY ANNUITY YOU HAVE SELECTED
SECTION E: PROVIDE US WITH YOUR BANK ACCOUNT DETAILS
SECTION F: MEMBER DECLARATION
SECTION G: LUMP SUM PAYMENTS AND TAX DIRECTIVES
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Please insure that you fill in all the required fields in the below form

SECTION A: RETIREMENT DETAILS

Policy Holder

Would you like to retire from all of your investment accounts?

please specify to which investment accounts the retirement should apply

Re-order	Policy Number	Weight	Operations
	Policy Number	Item weight

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Mobile

Telephone (h)

Fax

Telephone(w)

Postal Address

Business Address (If the same as Postal Address)

Business Address

COURT ORDERS

Has any Court Order been made against your interest in the Fund which has not been paid to the interested party?

Please attach a certified copy of the Court Order and Settlement Agreement

One file only.
128 MB limit.
Allowed types: pdf.

WHEN WOULD YOU LIKE US TO START YOUR RETIREMENT PROCESS?

Retirement process start date

Age as at this date

If you are not yet 55 or have not yet reached your retirement age (as stipulated in the Special Rules for your Umbrella Retirement Fund account), has your application for early retirement (due to permanent disability) been approved by the trustees of the Fund?

You cannot retire from the Fund until you reach the age of 55 or your application for early retirement is approved.

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