Get Sygnia Preservation Fund

Filling out the Sygnia Preservation Fund withdrawal form may seem challenging, but this guide will provide clear and thorough instructions to assist you. By following each step, you can successfully complete the form online and ensure all necessary details are accurately recorded.

Follow the steps to fill out the Sygnia Preservation Fund withdrawal form online.

1. Click ‘Get Form’ button to obtain the Sygnia Preservation Fund withdrawal form and open it in your preferred document editor.
2. Begin by providing your investor details. Enter your title, first name, surname, ID or passport number, and client code. Include your account code and all contact numbers, ensuring your email address is accurate.
3. Indicate the retirement withdrawal details. Select whether you wish to retire from all accounts or specify which accounts you want to withdraw from. Enter the retirement date and age at retirement.
4. Choose your retirement option. Select how you wish to withdraw your benefits, whether partially or fully. If applicable, enter details regarding divorce orders affecting your benefits.
5. Complete the payment details for transfer to a compulsory annuity if you are choosing that option. Make sure to provide all banking details including bank name, account number, and account holder information.
6. Fill in investor banking details accurately. This includes bank name, account number, branch, and the account type (current, transmission, or savings). Attach any required banking documentation.
7. Read through the declaration section, confirming your understanding of the terms and verifying that the information provided is correct. This section requires your signature, date, and location of signing.
8. Ensure you have all necessary documents attached, such as proof of banking details, divorce orders (if applicable), and any other requested information. Review the completed form for accuracy.
9. After reviewing, save the completed form to your computer for your records. You can then proceed to submit the form via fax or email as per the instructions provided.

Complete your Sygnia Preservation Fund withdrawal form online today for a smooth processing experience.