Protektor Claims Booklet for members - Old Mutual

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Disability Benefit (Ill-health retirement benefit) On disability, you must complete a Protektor Declaration of Disability form. You will also need to provide: ■ The originally completed Declaration of Disability, which must be stamped and signed by your doctor/specialist. ■ A letter from the doctor/specialist confirming the exact nature and seriousness of illness. This information must be on the doctor’s letterhead/stationery and must be stamped and signed by the doctor as well. ■ A letter from your employer confirming that your went on early retirement due to being permanently incapable of carrying on your occupation due to sickness, accident, injury or incapacity through infirmity of mind or body. It should also include the exact date when this event occurred and must be done on a company letterhead. ■ If the you are unemployed, and have not retired (as per point number 3 above) you must supply an originally certified affidavit confirming that you are unemployed and the exact date when you last worked must be specified. Please note that this document must be stamped and signed by a Commissioner of Oaths/Police Officer to be regarded as valid. ■ Certified copy of your ID ■ Form D ■ The retirement form must be completed in full ■ Your bank account details ■ Copy of bank statement as proof of account details ■ Your tax number ■ Contact telephone numbers ■ If divorced, a copy of the Final Divorce Order and settlement agreement ■ Copy of completed compulsory annuity application form (unless, as is an option for Provident Fund members, a lump sum cash withdrawal was made) You should then return these documents to your nearest Old Mutual branch or directly to: Protektor Fund PO Box 1 Mutualpark 7451 Protektor Claims Booklet 2
Withdrawal Benefit Claims If you want to withdraw from Protektor you should complete a Withdrawal Advice Claim form. You will also need to provide: ■ Withdrawal Advice form including your own banking details and tax details. ■ Certified copy of ID document showing original signature and stamp of a Commissioner of Oaths or the South African Police and stating that it is a true copy of the original. ■ Copy of latest payslip (or affidavit if unemployed or not in SA). Salary slip should not be older than 3 months. In the instance where you are self-employed, written confirmation of annual taxable income is required or a copy of your last tax return must be submitted. ■ Copy of the Final divorce Order and settlement agreement (if applicable). ■ Copy of cancelled cheque or bank statement as proof of banking details. ■ If you are older than 55 years and still wish to withdraw from the fund we require a written affidavit stating that: - You are aware that you may retire - You are aware of the tax implications of the decision to withdraw. The affidavit must be stamped and signed by a Commissioner of Oaths or Police Officer. These documents should be submitted at your nearest Old Mutual branch. Death Benefit Claims Your dependants or nominee must complete and submit an original Protektor death advice form. They will also need to provide: ■ Original certified copy of the deceased member’s death certificate. ■ Police inquest report or Police declaration) If death due to unnatural causes). ■ Original certified copy of deceased member’s ID. ■ Original certified copy of spouse’s ID. ■ Original certified copy of marriage certificate. ■ If member was residing with a life partner/Common-Law spouse/ married by customary union, an affidavit must be completed by the partner confirming this fact. ■ Original certified copy of children’s ID’s or birth certificates (included children from current marriage/association/ex-marriage/ out of wedlock. ■ Affidavits from major children (over 21 years) iro financial dependency on deceased at time of death ■ Affidavit from spouse confirming deceased’s biological children. ■ Affidavit from spouse confirming financial dependency of all children. ■ Death Claim form (front page stamped and signed by Commissioner of Oaths/Police Officer). ■ Bank Details (all dependants and beneficiaries). ■ Form D. ■ Tax reference number (not required if deceased earned less than R60 000 per month). Protektor Claims Booklet 3
Page 1: Protektor Claims Booklet for member

Protektor Claims Booklet for members - Old Mutual

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