LifeCycle

Important Information

Please complete this form if you wish to change or confirm the individuals that you would like the trustees of the Fund(s) to consider when they decide how to divide the death benefit.

For more information refer to the Member Guide.
This form should be delivered to the Fund(s) while you are still alive. The Fund(s) will not be obliged to accept a form if it is delivered to the Fund(s) after your death.
Send the required documents to: lifecycle@thecycle.co.za

If you need help with this form, contact us at lifecycle@thecycle.co.za

Provide Your Details

Title

Last Name

First Names

Gender

ID Number

Date of Birth

Nationality

Email Address

Account Number/s to which this Expression of Wish must apply:

Account No 1

Account No 2

Account No 3

Account No 4

Your Family Circle and Beneficiary Nominations

According to Section 37C of the Pension Funds Act, the trustees must determine who receives the death benefit and the proportion of the benefit to be paid to each party. The law requires the trustees to identify your dependants, establish their financial circumstances and then allocate the benefits to those dependants. The trustees are also required to take into account any beneficiaries that you may have nominated to receive all or part of the benefit.

Please complete the details of all spouses, life partners, children and the people that are financially dependent on you.
For each dependant, please indicate whether you want to nominate them as a beneficiary and if so, the benefit percentage.
Please specify any other individuals and/or legal entities or trusts you want to nominate.
The total of percentages across all your nominations must add up to 100%.
Only the member is able to nominate their beneficiaries. If this form is signed by anyone else other than the investor, these nominated beneficiaries will not be valid

Spouse (Current and previous), life partner (current)

Please provide the details of your spouse or partner. If you have more than two spouses or life partners, please attach a signed copy of this section.

SPOUSE/LIFE PARTNER 1

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Date / Time

Contact Number

Relationship

I nominate this person as beneficiarry

Yes

Benefit Allocated

Do you want to add a Spouse/Life Partner?

Yes

SPOUSE/LIFE PARTNER 2

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

Children

Please provide the details of all your children irrespective of their age (include adopted children and children born out of wedlock). If you have more children, please attach a signed copy of this section.

How many children do you want to add?

CHILD 1

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

CHILD 2

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

CHILD 3

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

CHILD 4

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

CHILD 5

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

CHILD 6

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

Other individuals who you support financially

Please provide the details of anyone else who you support financially. This may include for example your stepchildren, foster children, parents, grandparents, brothers or sisters. If there are more individuals who you support financially, please attach a signed copy of this section to this form.

How many individuals do you support financially?

DEPENDANT 1

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

DEPENDANT 2

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

DEPENDANT 3

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

DEPENDANT 4

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

DEPENDANT 5

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

DEPENDANT 6

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

Other individuals, legal entities or trusts you would like to nominate as beneficiaries who you support financially

If you want to nominate other individuals, legal entities or trusts not mentioned previously please complete the details below. If you want to nominate more beneficiaries, please attach a signed copy of this section to this form.

INDIVIDUAL

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Benefit Allocated

Contact Number

LEGAL ENTITY OR TRUST

Name of Legal Entity or Trust

Registration or Master’s reference number

I nominate this person as beneficiarry

Yes

Contact Person

Benefit Allocated

Contact Number

Declaration

I confirm that all information provided in this form is correct.
I have not received advice from the Fund, Trustees, Sponsor or the Administrator in respect of this instruction.
I have read, understood and agree to the relevant Terms and Conditions as amended from time to time.

Signed at(if printed) OR Completed at(if electronically)

Full Name of Signatory

Are you signing OR acting on behalf of the investor?

Yes

Date

Capacity

Please provide proof of authority and supporting verifying documentation

File Upload

Choose File

I , ID: hereby accept all the terms and conditions as laid out in this form and confirm that all the information given is correct.

I hereby accept all the terms and conditions as laid out in this form and confirm that all the information given is correct.

Yes, I approve and accept

No, I don't approve nor do I accept

[super_form id="770"]

aSARS TAX DIRECTIVE SIMULATION REQUEST

Important Information

Please complete this form if you wish to change or confirm the individuals that you would like the trustees of the Fund(s) to consider when they decide how to divide the death benefit.

For more information refer to the Member Guide.
This form should be delivered to the Fund(s) while you are still alive. The Fund(s) will not be obliged to accept a form if it is delivered to the Fund(s) after your death.
Send the required documents to: lifecycle@thecycle.co.za

If you need help with this form, contact us at lifecycle@thecycle.co.za

Provide Your Details

Title

Last Name

First Names

Gender

ID Number

Date of Birth

Nationality

Email Address

Account Number/s to which this Expression of Wish must apply:

Account No 1

Account No 2

Account No 3

Account No 4

Your Family Circle and Beneficiary Nominations

Please complete the details of all spouses, life partners, children and the people that are financially dependent on you.
For each dependant, please indicate whether you want to nominate them as a beneficiary and if so, the benefit percentage.
Please specify any other individuals and/or legal entities or trusts you want to nominate.
The total of percentages across all your nominations must add up to 100%.
Only the member is able to nominate their beneficiaries. If this form is signed by anyone else other than the investor, these nominated beneficiaries will not be valid

Spouse (Current and previous), life partner (current)

Please provide the details of your spouse or partner. If you have more than two spouses or life partners, please attach a signed copy of this section.

SPOUSE/LIFE PARTNER 1

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Date / Time

Contact Number

Relationship

I nominate this person as beneficiarry

Yes

Benefit Allocated

Do you want to add a Spouse/Life Partner?

Yes

SPOUSE/LIFE PARTNER 2

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

Children

How many children do you want to add?

CHILD 1

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

CHILD 2

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

CHILD 3

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

CHILD 4

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

CHILD 5

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

CHILD 6

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

Other individuals who you support financially

How many individuals do you support financially?

DEPENDANT 1

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

DEPENDANT 2

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

DEPENDANT 3

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

DEPENDANT 4

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

DEPENDANT 5

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

DEPENDANT 6

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Contact Number

Benefit Allocated

Other individuals, legal entities or trusts you would like to nominate as beneficiaries who you support financially

INDIVIDUAL

Title

First Name

Middle Name

Surname

ID (Passport if foreign)

Relationship

Date / Time

I nominate this person as beneficiarry

Yes

Benefit Allocated

Contact Number

LEGAL ENTITY OR TRUST

Name of Legal Entity or Trust

Registration or Master’s reference number

I nominate this person as beneficiarry

Yes

Contact Person

Benefit Allocated

Contact Number

Declaration

I confirm that all information provided in this form is correct.
I have not received advice from the Fund, Trustees, Sponsor or the Administrator in respect of this instruction.
I have read, understood and agree to the relevant Terms and Conditions as amended from time to time.

Signed at(if printed) OR Completed at(if electronically)

Full Name of Signatory

Are you signing OR acting on behalf of the investor?

Yes

Date

Capacity

Please provide proof of authority and supporting verifying documentation

File Upload

Choose File

I , ID: hereby accept all the terms and conditions as laid out in this form and confirm that all the information given is correct.

I hereby accept all the terms and conditions as laid out in this form and confirm that all the information given is correct.

Yes, I approve and accept

No, I don't approve nor do I accept

LifeCycle

Important Information

Provide Your Details

Account Number/s to which this Expression of Wish must apply:

Your Family Circle and Beneficiary Nominations

Spouse (Current and previous), life partner (current)

SPOUSE/LIFE PARTNER 1

SPOUSE/LIFE PARTNER 2

Children

CHILD 1

CHILD 2

CHILD 3

CHILD 4

CHILD 5

CHILD 6

Other individuals who you support financially

DEPENDANT 1

DEPENDANT 2

DEPENDANT 3

DEPENDANT 4

DEPENDANT 5

DEPENDANT 6

Other individuals, legal entities or trusts you would like to nominate as beneficiaries who you support financially

INDIVIDUAL

LEGAL ENTITY OR TRUST

Declaration

aSARS TAX DIRECTIVE SIMULATION REQUEST

Important Information

Provide Your Details

Account Number/s to which this Expression of Wish must apply:

Your Family Circle and Beneficiary Nominations

Spouse (Current and previous), life partner (current)

SPOUSE/LIFE PARTNER 1

SPOUSE/LIFE PARTNER 2

Children

CHILD 1

CHILD 2

CHILD 3

CHILD 4

CHILD 5

CHILD 6

Other individuals who you support financially

DEPENDANT 1

DEPENDANT 2

DEPENDANT 3

DEPENDANT 4

DEPENDANT 5

DEPENDANT 6

Other individuals, legal entities or trusts you would like to nominate as beneficiaries who you support financially

INDIVIDUAL

LEGAL ENTITY OR TRUST

Declaration

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Additional Resources

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