How to update my beneficiary nomination

  • Log in to your profile to download the beneficiary nomination form or request a form from your Human Resources office.

  • Submit the original form to your Human Resources office.

  • A beneficiary nomination form should be completed when you join the EPPF and when any major life events occur which you are a member of the EPPF, such as marriage, the birth or adoption of a child, divorce, attainment of a financial dependant or death of any of the above.

  • Click here ​ to read why it is important to complete and /or update your beneficiary nomination form.​

 

 How to request my benefit statement from the EPPF

  • The EPPF sends your benefit statements annually by access to email.

  • You may also register and log on to your profile on this website to access your 2014 and future benefit statements once the EPPF advises of the availability of 2014 benefit statements.

  • Sould you require to receive a statement prior to 2014, please call the EPPF Call Centre or click here to submit your request online.​​

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 How to apply for retirement from the EPPF

  • You may retire from the EPPF anytime from age 55 to 65 years.

  • Click here ​ to view the benefits payable on retirement.

  • The form must have an original bank stamp and be submitted to your Human Resources Office before your last day of service Please contact your Human Resources Officer for assistance with completing the form.

  • If you leave South Africa and wish to receive your pension in a bank account outside South Africa, you must also complete the International Banking Form, together with the Retirement Application Form. Log in to your profile to download the International Banking Form.

  • The EPPF must receive the original completed documentation from the Human Resources Office at least two months prior to your exit to quality check your application. 

  • The EPPF only begins to process your retirement after the last day of the month in which you have retired once the system update of member records is completed.

  • After the EPPF receives your documentation and has verified that all documentation is correctly completed, it takes about six to eight weeks to process your pension.​​

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 How to apply for a withdrawal benefit (resignation/retrenchment dismissal) from the EPPF

  • You may withdraw from the EPPF when you leave the service of the employer.

  • If you are between age 55 to 65 years and want to resign from the employer instead of retire, you must provide proof of alternative, full time employment in order for your application to be processed as a withdrawal.

  • The form must have an original bank stamp and be submitted to your Human Resources Office before your last day of service.

  • Please contact your Human Resources Officer for assistance in completing the form.

  • If you leave South Africa and wish to receive your benefit in a bank account outside South Africa, you must also complete the International Banking Form, together with the Withdrawal Application Form. Log in to your profile to download the International Banking Form.

  • The EPPF must receive the original completed documentation from the Human Resources Office.

  • The EPPF only begins to process your withdrawal after the last day of the month in which you have left service once the system update of member records is complete.

  • After the EPPF receives your documentation and has verified that all documentation is correctly completed, the EPPF takes about six to eight weeks to process and pay out your withdrawal benefit.

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 What my family must do in the event of my passing

  • The original form must be submitted to the Fund, together with your original certified death certificate; original certified ID, bank details (original bank statement) of qualifying beneficiaries and their original certified IDs Qualifying beneficiaries may receive a portion of a lump sum and a qualifying spouse and qualifying children may receive a monthly pension.

  • Click here to read more on qualifying beneficiaries, spouses and children The EPPF will conduct an investigation to confirm qualifying beneficiaries in accordance with Section 37C of the Pension Funds Act.

  • The EPPF has 12 months in which to conduct the Section 37C investigations and for the Board of Trustees to conclude the determination on the distribution of your benefit to qualifying beneficiaries ​​​

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 How to enhance my benefit in the EPPF

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  • You can increase the value of your benefit in the EPPF by making contributions to the Additional Voluntary Contribution (AVC) Scheme on a monthly, periodic or ad hoc basis.

  • You can obtain AVC Scheme form from you Human Resources Office, or log in to your profile to obtain the form.

  • Submit the form to your Human Resources Office.

  • Deductions towards the AVC Scheme will be made from your salary through the employer's payroll.

  • Should you wish to increase, decrease or stop your deductions, complete the same form and submit it to your Human Resources Office.​​

 

 How to apply for recognition of previous service

  • If you leave the service of the employer and return to the service of the employer within six months of leaving, you can apply for Recognition of Previous Service.

  • On your return you must complete a form to apply for recognition of previous service from your Human Resources Office.

  • If the Board of Trustees approves your application, you must pay the full pension benefit that was paid to you back to the EPPF. Interest will be charged at the rate determined by the Board from of rejoining and the date of repayment.

  • Should you pay the full amount back to the EPPF, your deem start date will be adjusted accordingly.​

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