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Death Claims

How to Claim Death Benefits

Education Guardian Benefits Claim

Family Benefits Claim Form

Group Life Employee or Spouse Claim Forms

Disability Claims

How to Claim Tips & Process Form

Disability Benefits Application

Disability Medical Questionnaire

Productivity Report Form

Critical Incidents Claim Form

Critical Incidents Medical Questionnaire

Lifestyle Cover Claim Form

Lifestyle Cover Medical Questionnaire

General

Application for Maternity Leave Benefits

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Investment Selection

Investment Portfolio Selection Form – Member Level

Retirement Benefit Forms

Retirement Notification

Retirement Notification for Unclaimed Benefits

Form A & D

Capital Alliance Funeral & Death Claims

Credit Life Death Claim Form

Funeral Benefit Claim Form

Funeral Claim Form – Voluntary Benefit

Funeral Nomination Form – Extended Family

Funeral Nomination Form – Compulsory Benefits

Critical Incidents Medical Questionnaire

Notification of Members’s Death From – Re-insured

Notification of Members’s Death From – Unapproved Fund

Spouse’s Death Benefit Claim Form

Death Benefit Forms

Death of an Employee Claim Form

Deceased Estate’s Guide

Comprehensive Guide to the Process & Requirements for Family Benefit Funeral & Death Claims

Funeral Benefit Form

Funeral and Spouse’s Death Benefit Claim Form

Withdrawal Benefit Form

Preservation of Benefit Withdrawal Notification Form

A Comprehensive Guide to the Processing & Requirements for the Submission of Withdrawal & Retirement Claims

Statement of Admission of Liability

Disability, Dread Disease or Impairment benefit forms

Confidential Doctors Report

Employer’s Statement

Form A & D

Member’s Statement

Job Description Questionaire

Notification of Possible Disability Claim

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Group Umbrella Retirement Fund

Member Exit Instruction

Member Transfer Instruction

Retirement Notification

Change in Details of Nominees for Retirement Funds

Request for Approval of Early Retirement

Employee Admission of Liability & Acknowledgement of Debt

Request to Withhold Member Benefit

Portal Paypoint & Authorised User Instruction

Change in Scheme Details for the Umbrella Fund

SARS Simulation Request Form

Allan Gray Group Retirement Annuity

Group Retirement Annuity Form

Acting on Behalf of the Investor

Group Retirement Annuity Change in Contribution/Employer

Change in Details of Nominees for Retirement Funds

Group Retirement Annuity System Authorised User Application

Employer Registration for the Group Retirement Annuity System

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Employee Benefits Claim Forms

Claim for Group Life Benefit

Claim for Spouse’s Insurance Benefit

Claim for Funeral Insurance Benefit – Immediate Family & Extended Family Members

Claim for Funeral Insurance Benefit – Immediate Family Members Only

Claim for Universal Education Protector Benefit

Claim for Accident Benefit

Statement by Police Official to Whom Death was Reported

Claim for Terminal Illness Benefit

Claim for Sever/Critical Illness Benefit

Top Plan for Executives

Notification of Potential Disability Claim

Claim for Lump Sum Disability Benefit and/or Monthly Disability Income Benefit

Claim for Spouse’s Disability Benefit

Medical Certificate: Proof of Continuation of Disability

IncomeCare Rehabilitation Questionnaire

IncomeCare Sick: Leave Report Employer

Nomination Forms

Nomination of Group Life Insurance

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Discovery Benefits Forms

Authorised Representative Forms

COBRA Addition of a Dependant Form

COBRA Benefits Termination Form

COBRA Contact Information Change Form

COBRA Medicare Extension Request Form

COBRA Second Qualifying Event Form

COBRA Social Security Disability Extension Form

HSA Blocked Account Verification Form

HSA Transfer Request Form