How Do I Claim My GEPF Funds?

How Do I Claim My GEPF Funds?

Claiming your Government Employees Pension Fund (GEPF) benefits is a vital step for many who have dedicated years to public service. Therefore, The GEPF offers a user-friendly self-service portal where you can easily claim their funds. The funds can also be claimed on the mobile App and the official website of GEPF.

This article aims to provide you with detailed information on the required documentations and how to submit your claim process either on the official website, Mobile App or on the Set-Service portal developed by GEPF.

Required Documents To Claim GEPF Funds

The following documents are required to claim your GEPF Funds;

• Identification Documents:

You need a bar-coded ID or, if you have a card ID, certified photocopies of both sides. If you are not a South African citizen, submit a certified copy of your valid passport. Make sure the details on your ID match your claim.

• Marriage Documentation:

Provide a marriage certificate (legal, traditional, or religious), lobola letters, or a life partner application if not previously submitted. If you are divorced, include your divorce decree and settlement order.

• Children’s Birth Certificates:

Submit the unabridged birth certificates for your children that show both parents’ names or the adoption order if applicable.

• Bank Details:

Fill out a bank form in your name, as benefits cannot be paid to anyone else’s account. If the beneficiary is a minor, provide the guardian’s bank details, proof of guardianship, and a certified copy of the guardian’s ID. A recent bank statement is recommended to confirm the account is active.

• Tax Number:

It is a good idea to include proof of your active tax number. Write your pension number on all documents to avoid mix-ups.

• Medical Benefits:

If you want to continue medical benefits, complete the required application form and provide proof of medical aid membership for the 12 months before applying.

• Retirement Requirements:

If you are retiring, attach a personal particulars form listing your dependents. Complete a retirement benefit choice form and request a quote for an enhanced spouse benefit if desired. Return the signed choice form to your HR before leaving to avoid delays.

• Resignation Procedures:

If you are resigning, fill out a choice form to transfer your benefits or receive them in your bank account. It is best to consult a financial advisor for guidance.

How To Claim GEPF Funds

Members of the GEPF can use the self-service app and portal to submit their claims for the two-pot system. To claim from their savings pot, members are encouraged to download the app from their respective app stores. Follow the steps below to claim your funds;

SELF-SERVICE ACTIVE USERS

• Open the Self-Service App or visit the website.
• Enter your username and password.
• To submit a new claim, review past claims, or track your current claim, click on the “Claims” button.
• Click on “Submit a Claim” to start a new claim.
• After selecting “Submit a Claim,” you will see the rules related to the two-pot system.
• You will be shown the amount available for withdrawal from your savings pot. To proceed, you must accept the terms and conditions.
• Use the “Withdrawal Calculator” to see how a withdrawal will affect your years of service.
• Click the “email icon” to request a withdrawal quote to be sent to your email.
• Confirm the accuracy of your banking details by clicking the confirmation button. You must accept the terms and conditions to continue.
• Confirm your income tax number. If it’s incorrect, you can update it before submitting it. You must also accept the terms and conditions to proceed.
• Click the “Continue” button to submit your claim.
• Payment will be processed within 60 working days after your claim is submitted.

NEW SELF-SERVICE USERS

• Download the GEPF Self-Service App from the appropriate app store for your device.
• Register your profile on the app, ensuring you provide up-to-date personal information, including your cell phone number and email address.
• You will receive an OTP (One-Time Password) and a temporary password via SMS or email.
• Use the temporary password to log in, then change it to a new password of your choice.
• To submit a claim, view historical claims, or track your current claim, click the “Claims” button.
• Then follow the subsequent steps starting from Step 5 in the Two-Pot Withdrawal Process for Self-Service Active Users above.

Contact GEPF

• Toll-free number: 08 00 117 669
• Fax: 012 326 2507
• enquiries@gepf.co.za

Postal Address

• GEPF Private Bag X63,
• Pretoria,
• 0001

The claiming process for the Government Employees Pension Fund (GEPF) might seem complicated at first, but knowing the steps can make it easier and help you get your funds quickly. I hope the provided information is helpful, share your thoughts below in the comment section.

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