two pot retirement system
Download the Form | Fill In Form
SUBMIT YOUR FORM HERE
Important Notes
⦁ If you were 55 years or older as at 1 March 2021 and have not opted in to the Two-Pot Retirement System, prior to 1 September 2024 you will not be able to claim from a Two-Pot Savings.
- Complete sections 3 – 7 in respect of a Two-Pot Savings Withdrawal claim, complete all questions (i.e. if a question is not applicable, please mark “N/A” or “Unknown”)
- The completed form (i.e. ALL sections), together with the required supporting documents, as stipulated in the Checklist and form hereinafter, are to be submitted to Fairsure Administration by the Employer.
- Fairsure Administration will only assess the claim upon receipt of ALL the required documentation.
- You are only eligible to claim once every tax period, of which there will be an administration fee for each claim.
- Claims from the savings pot will be taxed at your normal marginal tax rate.
- To avoid having to resend a claim form, please make sure that you view your latest balance before choosing a withdrawal amount.
- The turnaround time once receipt of the completed form and supporting documents is x-x working days.
- Distortion of information could delay the payment of this claim.
- Information can be completed by hand or electronically.
- For any queries, please contact the Bridging Provident Fund on 011 675 1036/41 or info@br-advisors.co.za
Protection of Personal Information (POPI) Act Notice
⦁ Personal Information received through this form, by Fairsure Administration shall be treated as confidential and protected information and will not be disclosed unless required by law or in the ordinary course of the proper performance of Fairsure Administration’s duties.
⦁ We may share your information for further processing with third parties, to which third parties have an obligation to keep your Personal
⦁ Fairsure Administration shall comply with the Protection of Personal Information Act, 2013 (POPIA), regulations, its Data Protection Policies and all other laws and procedures relating to the storage, privacy, processing, handling and the destruction of Member’s and Claimant’s Personal Information.
⦁ All applicable laws, regulations, policies, and procedures will be complied with, even as they change with time.
⦁ The appropriate and reasonable technical and organisational measures to prevent the loss of damage to or unauthorised destruction of Data and the unlawful access to or Processing of Data will be taken by Fairsure Administration.
⦁ Industry Best Practice for the protection, control, and use of Data standards of compliance will be met, even as they change with time.
⦁ Once the personal information received, has been processed for the purpose it was obtained, it will be kept secure, in accordance with the retention policy and thereafter destroyed in accordance with all Data protection laws.
⦁ Fairsure Administration warrants that its agents and any other person/s accessing Personal Information on its behalf are reliable and trustworthy and have received the required training on POPIA relating to the Protection of Personal Information.