If you are an employer or member of a Liberty Corporate retirement fund, this section will assist you in finding the relevant forms for submitting a claim or adding new members to a fund.

In order to avoid delays in processing of claims, we require certain information from the fund member. Click here to see what documentation is required for the various claims

Retirement benefit forms

• Retirement Notification
• Form A & D (request for a tax deduction directive)

Withdrawal benefit forms (resignation from your company)

• Withdrawal Notification

Death benefit forms

• Death Notification

Disability, dread disease or impairment benefit forms

When submitting these forms, please provide a certified copy of:

• the member’s identity document,
• the member’s job description,
• the last payslip prior to becoming disabled
• proof of the member’s banking details (cancelled cheque or bank statement).
• Confidential Doctor’s Report
• Employer’s Statement
• Form A & D (request for a tax deduction directive)
• Member’s Statement
• Job Description Questionnaire
• Notification of a possible Disability Claim
• Requirements

Adding a new member to a fund

• New Entrant form

Nominating a beneficiary

• Identification of dependants and nomination of beneficiary
• Identification of dependants