Individuals
Vested benefits accounts
Transfer of vested benefits
Transfer your vested benefits to your current pension fund or a vested benefits account.
Cash payment of vested benefits
You want to close your vested benefits account and withdraw your capital.
Order account statement
Order an account statement for your vested benefits account or check whether the Substitute Occupational Benefit Institution manages a vested benefits account for you.
Promotion of home ownership
You would like to withdraw or pledge your vested benefits in order to purchase owner-occupied residential property.
Notification of Death
You would like to dissolve the vested benefits account of the deceased account holder and to pay out the death benefit to the eligible beneficiaries
Occupational benefits plans
Transfer of vested benefits
You have left the Substitute Occupational Benefit Institution and would like to transfer your vested benefits to your current pension fund or a vested benefits account.
Cash payment of vested benefits
You have left the Substitute Occupational Benefit Institution and would like to withdraw your capital.
Purchases of regulatory benefits
Improve your pension benefits by means of a voluntary purchase.
Promotion of home ownership
You would like to withdraw or pledge your vested benefits in order to purchase owner-occupied residential property.