Liberty Benefit Withdrawal Notification Form
This document is a comprehensive withdrawal notification form for Liberty Corporate members. It includes detailed instructions for filling out the form accurately to ensure the efficient processing of claims. Essential for members looking to withdraw their benefits or transfer funds.
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How do I fill this out?
To fill out this form, start by gathering all necessary personal and employment information. Carefully read through all sections and ensure you complete mandatory fields marked with an asterisk. Double-check your details for accuracy before submission.

How to fill out the Liberty Benefit Withdrawal Notification Form?
1
Gather all required documentation and information.
2
Complete all mandatory fields accurately.
3
Review your information for any errors or omissions.
4
Submit the completed form to the specified email address.
5
Await confirmation of your submission from Liberty Corporate.
Who needs the Liberty Benefit Withdrawal Notification Form?
1
Employees looking to withdraw their retirement benefits.
2
Members of Liberty Corporate who have recently left employment.
3
Individuals who need to transfer their benefits to another fund.
4
Guardians of deceased members requiring fund distribution.
5
Financial advisers assisting clients with fund withdrawals.
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What are the instructions for submitting this form?
To submit this form, send it via email to lcb.customerservices@liberty.co.za. Ensure that all fields are filled out completely and that you have attached any necessary supporting documents. For physical submissions, mail to PO Box 2094, Johannesburg, 2000; or fax to +27 (0)11 408 2158.
What are the important dates for this form in 2024 and 2025?
For the year 2024, ensure forms are submitted by May 1st for processing related to the retirement fund. In 2025, due dates will be similar. Keep track of dates for timely submissions to prevent delays.

What is the purpose of this form?
This form is fundamentally designed to facilitate the withdrawal of benefits from Liberty Corporate's pension and provident funds. It supports members transitioning out of employment to manage their retirement assets effectively. Completing this form accurately is paramount to ensuring members receive their entitled benefits without delay.

Tell me about this form and its components and fields line-by-line.

- 1. Fund Details: Includes the fund name, number, employer details, and member identification.
- 2. Member's Details: Captures personal information such as name, date of birth, membership no. and contact details.
- 3. Income Details: Requires annual taxable income and tax reference numbers.
- 4. Claims Details: Questions regarding any claims against the fund and outstanding loans.
- 5. Transfer Options: Provides options for transferring benefits to other funds or in cash.
What happens if I fail to submit this form?
If this form is not submitted properly, it may delay the processing of your benefit withdrawal request. Such delays can affect the timely access to funds you are entitled to. Make sure to double-check all details before submitting to avoid any issues.
- Incomplete Information: Missing mandatory fields can render the application invalid.
- Incorrect Personal Details: Errors in personal information may lead to processing delays.
- Failure to Provide Supporting Documents: Not attaching required documentation may halt your claim.
How do I know when to use this form?

- 1. Retirement: To request withdrawal of funds upon retirement.
- 2. Job Resignation: To manage benefit withdrawal post-resignation.
- 3. Fund Transfer: To facilitate the transfer of funds into another retirement plan.
- 4. Death of a Member: To process the distribution of funds to nominated beneficiaries.
- 5. Divorce Settlement: For legal claims involving division of retirement funds.
Frequently Asked Questions
What is this form used for?
This form is used for withdrawing benefits from your Liberty Corporate fund.
How do I complete mandatory fields?
Mandatory fields are marked with an asterisk; ensure all such fields are filled in.
Can I edit the PDF online?
Yes, you can edit and customize your PDF using the PrintFriendly PDF editor.
How do I submit this form?
You may submit the form via email to the specified address on the document.
What if I make a mistake on the form?
It's important to review your entries; if you find errors, you can edit the PDF before submitting.
Can I save the edited PDF?
Yes, after editing, you can download the finalized version to your device.
Can I share this form with others?
Yes, PrintFriendly allows you to share your edited PDF through multiple platforms easily.
What information do I need to fill out the form?
You will need personal and employment information, as well as details about your withdrawal.
How long does it take to process my request?
Processing times may vary; check with Liberty Corporate for specific timelines.
Is there a specific format for signatures?
Signatures can be drawn, typed, or uploaded as an image for your convenience.
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