Forms

Change of Banking Details form

The duly completed and signed form, plus the supporting documents requested in the form, should be e-mailed to zzpobpen@alexforbes.com

Death claim form - death of a Fund member (Alexforbes form)

Complete to notify the Fund of the death of a member. The completed form plus supporting documents should be sent to zzpobpen@alexforbes.com. The Trustees will carry out an investigation into the family circumstances (as required by the Pension Funds Act). If the member was still in office on the date of death, the Sanlam form should also be completed and returned to Alexforbes.

Death claim form - death of a member ON OR AFTER 1 APRIL 2025 (Momentum form)

Complete to notify the Fund of the death of a member while in office, if death occurred on or after 1 April 2025. The completed form plus supporting documents, together with the Alexforbes form, should be sent to zzpobpen@alexforbes.com. The Trustees will carry out an investigation into family circumstances as required by the Pension Funds Act.

Death claim form - death of a member's spouses ON OR AFTER 1 APRIL 2025 (Momentum form)

Complete to notify the Fund of the death of a member's spouse (while the member is in office), if death occurred on or after 1 April 2025. Includes a Fund form confirming the number of spouses at the time of death. Send completed forms plus supporting documents to zzpobpen@alexforbes.com.

Divorce claims

To claim a share of your ex-spouse's Fund benefit after divorce. The completed form should be sent to zzpobpen@alexforbes.com.

Fund Death Benefit - Expression of Wish (nomination) form

Members are asked to complete this form and keep it up-to-date. The completed, signed form should be returned to the Fund at zzpobpen@alexforbes.com.

Funeral Benefits claim form

The completed form plus supporting documents should be sent to zzpobpen@alexforbes.com.

Funeral Benefits nomination form

Members are asked to complete this form and keep it up-to-date. The completed, signed form should be given to the Members' Affairs department at your Legislature, for safe-keeping.

In-Fund Living Annuity - declaration form

Complete and return to zzpobpen@alexforbes.com if you are choosing to invest part or all of your retirement benefit in the In-Fund living annuity option.

Paid-up Retirement form

For members who left office earlier, and are now aged 50+ and wish to take a retirement benefit. Completed forms should be sent to zzpobpen@alexforbes.com.

Paid-up Withdrawal form

For members who left office earlier, and now wish to take a resignation benefit. Completed forms should be sent to zzpobpen@alexforbes.com.

Retirement form

For members who wish to take a retirement benefit after leaving office. The completed form plus supporting documents should be sent to zzpobpen@alexforbes.com.

Withdrawal form

For members who wish to take a resignation benefit after leaving office. The completed form plus supporting documents should be sent to zzpobpen@alexforbes.com.