Member Forms

Exit applications must be logged with HR. There are no hard-copy forms for these processes.

Nomination forms: Members should complete the prescribed nomination of beneficiaries form and submit it together with copies of certified I.D. or birth certificates. This will expedite the payment of death benefits. Please make sure that the total percentage equals 100%.

All forms should be emailed to sanlameb@sanlam.co.za 

MEMBERSHIP

 Membership Application Form

 Member Contact Details

 Nomination of Beneficiaries

 Break in Service Form

 Change of Member Information

 Change of Basic Information

 Paid-up Member Claim Form

FUNERAL PLAN

 Funeral Benefit: Beneficiary Nomination Form 

 Funeral Insurance: Benefit Claim Form

 Funeral Support and Burial Repatriation

 Police Report

DEATH BENEFITS

 Application for Death Benefits (Death Claims)

Form A: To be completed by the spouse of the deceased

Form B: Life Partner/Fiancé/Partnership agreement

Form C: Minor bioligical/Step/Adopted/Foster child

Form D: Major bioligical/Step/Adopted/Foster child

Form E: Unborn child

Form F: Dependants/Nominees

Third Party Affidavit


ILL HEALTH BENEFITS

 Application for Ill Health Benefits


HOUSING

 Indemnity for Pay of Housing Collateral

Standard Bank Housing Loan Application

FNB Housing Loan Application

INVESTMENTS

 Change Investment Portfolio Selection


DIVORCE

 Application by a Non-Member Spouse for Recognition of Divorce Order

 Ex-Spouse Divorce Form

 Divorce Information

 Checklist of Documentation to be Submitted when Claiming Payment


SANLAM BENEFICIARY FUND

 Application for Change of Guardianship

 Application for Fund Closure due to Death of Beneficiary

 Application for Fund Closure

 Change of Contact Details Form

 Change of Basic Information

 New Beneficiary Form

 Request for Special Payment