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Momentum Corporate
  • Momentum Corporate
  • About us
  • Compliance
  • FundsAtWork
  • Group Insurance
  • Investments
  • Annuities
  • Momentum Retirement Administrators
  • Smart Solutions
  • Advisory Body
  • Partnership Connect
  • Videos

What are you looking for?

Brochures

Forms



Beneficiary nomination forms



Death Benefits

We have simplified the death claims process and requirements. For a claim following the death of a South African citizen, we no longer require certain documents, such as death certificates and copies of ID documents.

For more details refer to our Smart Claims brochure.





Disability Benefits

Please submit all the required information as soon as possible for proactive claims management and speedy decisions on claims.

For more details and answers to FAQs, refer to our disability claims handbook.



Potential claim notification

We understand that it takes time to collate all required documentation and information. You can submit this claim notification form while you gather the supporting documentation.

Disability claim

Please include the following supporting documents with your disability claim forms:

  • All clinical investigations and diagnostic test results.
  • Any additional and available medical reports.
  • Your leave records for the past two years.
  • Your identity document (if you have a new ID card, send us copies of both sides).
  • Your payslip at the date of disability.

Accidental disability claim

Please include the following supporting documents with the accidental disability claim forms:

  • All clinical investigations and diagnostic test results.
  • Any additional and available medical reports.
  • Your identity document (if you have a new ID card, send us a copy of both sides).
  • Your payslip at the date of disability.

Spouse’s disability claim

Please include the following supporting documents with the spouse disability claim forms:

  • All clinical investigations and diagnostic test results.
  • Any additional and available medical reports.
  • Main member’s payslip at the date of spouse’s disability.
  • Job description (if spouse is employed).
  • Copy of leave records for the past 2 years (if spouse is employed).
  • Copy of marriage certificate (if a registered marriage).


Illness Benefits

Critical Illness claim

Please include the following supporting documents with the Critical Illness claim form:

  • All clinical investigations and diagnostic test results.
  • Any additional and available medical reports.
  • Your identity document (if you have a new ID card, send us copies of both sides).
  • Your payslip at the date of diagnosis.

Press releases

Looking for tips on making better financial decisions, investment insights to maximise your returns or the latest trends shaping the financial world? Our industry experts and thought leaders will keep you up to date with the latest news and insights.

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