Member Forms

The employer will submit the Z103 to the GEPF, along with the divorce decree (and settlement agreement) If a divorce settlement is payable, the GEPF will inform the ex-spouse and furnish him or her with the choice form for completion.

It is imperative that members inform the GEPF of all divorces as a divorce may affect the value of the member benefit on exit. Where a member has multiple divorces that may affect his or her pension interest, the GEPF must be informed of all the divorces immediately, as the sequence of divorces will impact the calculation of the divorce benefits and reduction of the member service.

Z103	(to be completed by the employer)
Z103	Checklist for the Notification of divorce (if required)
DCF	(to be completed by the ex-spouse if a divorce benefit is payable)

A funeral benefit becomes payable on the death of a member, his or her spouse, and his or her eligible child.

The benefit values are outlined in the instructions to the Funeral Benefit Claim Form.

The claimant must complete the Z300 funeral benefit claim form, as well as a Z894 bank form (for a personal bank account at a South African bank, or an overseas banks or estate late bank account).

The requirements for each form are listed in the relevant instruction sheet.

Z300	Funeral Benefit Claim form; (if applicable)
Z894	Bank form for local banks; (if applicable)
Z894	Bank form for foreign banks; (if applicable)
Z894	Bank form for local banks – Instruction
Z894	Bank form for foreign banks – Instruction

All the claim forms (Z143, bank forms etc) and supporting documents to be completed by the potential beneficiaries must submitted to the employer as soon as possible. The information on these forms will be added into the Z102 exit form by the employer.

The funeral benefit claim may be submitted directly to the GEPF as per the instructions on the form, or via the employer (submission via the employer will delay payment of the funeral benefit claim).

Where a potential beneficiary is required to submit banking details, the he or she must select the correct bank form based on whether the bank account is a local South African bank, or whether the account is with a bank outside South Africa.

These forms will be submitted to the GEPF by the employer along with the Z102.

Z143	Spouse Pension Application form; (if applicable)
CHP1	Child Pension Application form; (if applicable)
CHP1	Child Pension Checklist
Z583	Medical Scheme Membership; (if applicable)
GEPF	Life Partner Application Form; (if applicable)
Z894	Bank form for local banks; (if applicable)
Z894	Bank form for foreign banks; (if applicable)
Z894	Bank form for estate bank accounts; (if applicable)
Z894	Bank form for local banks – Instructions
Z894	Bank form for foreign banks – Instructions
Z894	Bank form for estate bank – Instructions
Z300	Funeral Benefit Claim form; (if applicable)

The benefits payable to retiring members differ based on the exit/retirement reason and service period of the member.

Members must confirm the options available and benefits due to them before exiting service, as some exit types such as injury on duty may enjoy enhanced benefits, whereas other exit reasons such as voluntary early retirement may lead to downscaling of benefits.

Where a member is required to submit banking details, the member must select the correct bank form based on whether the bank account is a local South African bank, or whether the account is with a bank outside South Africa.

The forms (and supporting documents) listed under this section must be completed and submitted to the employer as soon as possible. The information on these forms will be added into the Z102 exit form by the employer and the document set will be submitted to the GEPF by the employer.

GEPF	Choice form for spouse pension (exits up to 31 October 2019); (select applicable form)
ESP1	Request for quote for enhanced spouse benefits (exits on and after 1 November 2019); (select applicable form)
GEPF	Life Partner Application Form; (if applicable)
Z583	Medical Scheme Membership; (if applicable)
Z894	Bank form for local banks; (if applicable)
Z894	Bank form for foreign banks; (if applicable)
Z894	Bank form for estate bank accounts; (if applicable)
Z894	Bank form for local banks – Instructions
WP1002	Nomination form; (recommended)
WP1002	Nomination form – Instructions
Z864	Personal Particulars form; (recommended)
GEPF	Choice form on resignation, discharge, retirement with less than 10 years’ service; (if applicable – less than 10 years’ service)
Z1525	transfer to external fund form; (if applicable – exit with less than 10 years’ service)

The benefits payable to members who resign, or are retiring, or who are discharged from service with less than 10 years’ service, differ from fund to fund. These benefits are also dependant on elements such as the exit/retirement reason and service period of the member.

Members must confirm the options available and benefits due to them before exiting service, as some exit types may enjoy enhanced benefits, or the member may be forfeiting the alternative benefits available if the member were to select an alternate exit type (such as resigning when retirement with a monthly pension, is an option).

Where a member is required to submit banking details, the member must select the correct bank form based on whether the bank account is a local South African bank, or whether the account is with a bank outside South Africa.

The forms (and supporting documents) listed under this section must be completed and submitted to the employer as soon as possible. The information on these forms will be added into the Z102 exit form by the employer and the document set will be submitted to the GEPF by the employer.

GEPF	Choice form on resignation, discharge, retirement with less than 10 years’ service; (if applicable)
Z894	Bank form for local banks; (if applicable)
Z894	Bank form for foreign banks; (if applicable)
Z894	Bank form for estate bank accounts; (if applicable)
Z894	Bank form for local banks – Instructions
Z1525	transfer to external fund form; (if applicable – exit with less than 10 years’ service)