How to update your Nomination of Beneficiaries Form

1. Log in to Secure Services via http://uctrf.co.za/uctrf/view-your-values 

2. Click on the name of the Fund – “The University of Cape Town Retirem…”:


3. You will be presented with various options – select My Beneficiaries:


4. You will now be able to to add beneficiaries by selecting the ADD NEW Beneficiary option if you have no Beneficiaries loaded:

4.1 Active contributing member



4.2 Active Non-contributing member (ILLA, Deferred and Phased members)



5. You will now be able to Edit Beneficiaries by clicking on the Beneficiaries names and the % allocation.  You can also delete the Beneficiaries by clicking on the red X:

5.1 Active contributing member 


5.2 Active Non-contributing member (ILLA, Deferred and Phased members)




Forms

If you would prefer to update your Beneficiaries manually, please download the applicable form here, complete it, and submit to the relevant office:

  • When you join the UCTRF, this form should be sent to the Appointments Office, Room 116, Bremner Building, University Crescent, Rondebosch.
  • For existing UCTRF members wishing to update their nominated Beneficiaries, this form should be sent to the UCTRF Office, Room 134.2, Bremner Building, University Crescent, Rondebosch.

 



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