Click here for the demo video and flyer on how to make a Savings Pot claim.

For new members of the UCTRF:

	HR150 - Investment Choice Form - Download
	HR151 - Nomination of Beneficiaries Form - Download
	HR154 - Death Cover Options Form - Download
	HR213 - Family Funeral Cover Opt-Out Form - Download

Immediate Funeral Cover and Extended Funeral Cover - click here for more information

For existing members who want to change their investment portfolios:

How to Switch your Investments - Download

Alternatively, click on one of the following to download the investment selection forms:

Please download the applicable form, complete it, and submit it to zzswitches@alexforbes.com

	Active Contributing Members - Download
	Deferred/Phased Members - Download

Living Annuitant Switch Forms

If you want to switch the portfolio/s in which your existing investments are invested complete Form 1 below.

ILLA Investment Selection: Form 1 - Download

And, if you want to switch the portfolio/s from which your drawdown amount is disinvested complete Form 2 below.

ILLA Pension Payment Portfolio Selection: Form 2 - Download

(This form is in respect of the portfolio from which your pension is paid.)

For members retiring from the UCTRF:

	UCTRF Retirement Form - HR157 - Download
	UCTRF Living Annuitant Application Form - HR158 - Download

The HR158 Form is only used in conjunction with the HR157 UCTRF Retirement Form.

For members applying for UCTRF Withdrawal Benefits in the event of resignation, retrenchment, dismissal or any reason except retirement):

Withdrawal Form - HR153 - Download

For non-UCT staff members updating their Nomination of Beneficiaries Form :

Updating Beneficiary nomination for non-UCT staff members - Download