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Changes to the transfer between Funds and preservation funds

Changes to the transfer between Funds and preservation funds

26 April 2021 – The Guide on how to complete, submit and cancel a recognition of transfer was updated with additional fields for the annuitisation of Provident and Provident preservation Funds and with the additional fields for the second transfers of public sector benefits to another approved fund. The purpose of this guide is to provide guidance on the use and submission of the recognition of transfer form (ROT01) for transfers between Funds and preservation funds; and the recognition of the purchase of an annuity form (ROT02) when annuities are purchased on retirement, the beneficiary purchase an annuity upon the death of the member or annuitant or transfer to / between Long-term Insurers. For more information. see the Guide on how to complete, submit and cancel a recognition of transfer.

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