Step 1: Find out what your retirement benefits are

Please note:  If you do not understand your benefits or your options at retirement, please speak to one of our Benefits Counsellors.  It is a FREE service to all members of this Fund.

Sanlam Benefit Counsellors

Toll-free number: 0800 111 956

WhatsApp or phone: 0861 223 646

Email: advicereferral@sanlam.co.za 

INFund Solutions

Phone: 012 880 5983

Email: mgf@infund.co.za 

Step 2: Check your member value on the Secure Member Portal.

Step 3: Understand the tax you might pay if you take any money in cash.

Click here to read more about Taxation

Step 4: Do you have a divorce order against your benefit?

Click here  to read more about divorce orders

Step 5: Do you have a housing loan backed by the Fund?

Click here for more information on housing loans

Step 6: Speak to an accredited financial advisor before you make any decisions.

Click here to contact a financial advisor

Step 6: Complete your retirement benefit claim form

What do I have to do to claim? Contact your HR Department or Administrator, who will provide you with the necessary exit documentation. Kindly ensure that your exit documentation is completed in good time.