Employer forms are sorted into the following two categories:
- Forms used exclusively by the employer
- Forms members or potential beneficiaries must complete in support of exits or other transactions driven by the employer;
Forms to be completed by the employer while a member is contributing or on exit of the member;
The following forms are used by the employer to enrol a member, manage contributions and membership, or notify the GEPF of a divorce or the exit of a member.
The forms that a member or potential beneficiary must complete in support of any transaction of notification can be found under the “Forms to be completed by members or potential beneficiaries” section, or the members/ potential beneficiaries can download the forms from the website directly and furnish the employer with those forms and other supporting documentation.
Members and potential beneficiaries must confirm the options available to them before submitting any documentation for processing.
| Z125 | Member Admission or Change |  |
| Z125 | Member Admission or Change – INSTRUCTIONS | |
| Z102 | Withdrawal from Fund Application Form | |
| Z102 | Checklist Retirement | |
| Z102 | Checklist Resignation | |
| Z102 | Checklist for Z102 – Death | |
| Z103 | Notification of Divorce | |
| Z103 | Checklist-for-Notification-of-Divorce | |
| GEPF | Departmental Debt Claims | |
| GEPF | Contribution confirmation for manually contributing employers | |
Forms to be completed by Members
The forms that a member or potential beneficiary must complete in support of any transaction of notification that must be submitted via the employer are listed below. A member can also download the forms from the website directly and furnish the employer with those forms and other supporting documentation. Some forms can be submitted directly to the GEPF by a member or a potential beneficiary – these forms clearly indicate such an option in their instructions. The forms listed under “Forms to be completed by the employer while a member is contributing or on exit” must not be completed and/or submitted by a member or potential beneficiary as these contain information at the disposal of the employer.
| WP1002 | Nomination form | |
| WP1002 | Nomination form – Instructions | |
| Z864 | Personal Particulars form | |
| Z864 | Personal Details Update – Instructions | |
| GEPF | Life Partner Application Form | |
| Z215 | Purchase of Service form | |
| GEPF | Choice form on resignation, discharge, retirement with less than 10 years’ service | |
| GEPF | Choice form for spouse pension (exits up to 31 October 2019) | |
| ESP1 | Request for quote for enhanced spouse benefits (exits on and after 1 November 2019); | |
| GEPF | Contribution confirmation for manually contributing employers | |
| Z894 | Bank form for local banks | |
| Z894 | Bank form for foreign banks | |
| Z894 | Bank form for estate bank accounts | |
| Z894 | Instruction for bank forms | |
| Z894 | Instructions for bank forms (Foreign) | |
| Z894 | Instructions for bank forms (Estate) | |
| Z1525 | Transfer to external fund form | |
| Z1526 | Transfer from external fund form | |
| Z300 | Funeral Benefit Claim form | |
| Z143 | Spouse Pension Application form | |
| Z143 | Spouse Pension Application – Checklist | |
| CHP1 | Child Pension Application form | |
| Z583 | Medical Scheme Membership | |
