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Annuity claim

The retirement annuity policy provides benefits that are payable to dependents and/or nominees of the deceased according to the rules of the fund. Once we receive the required documentation, we will refer the claim to the trustees of the retirement annuity fund. They will determine to whom the proceeds are payable. We will then inform the claimant of the options available to the recipients, and of any additional requirements.

Retirement Annuity claim requirements

  • A copy of the death certificate (BI-5).
  • A copy of the deceased insured life’s identity document or birth certificate (if younger than 18 years).
  • A copy of the Notification of Death From (DHA-1663) obtainable from the doctor who declared the death.
  • A copy of the deceased's last will and testament.
  • A copy of the marriage certificate or proof of marriage (if applicable).
  • A copy of the divorce order and settlement agreement (if applicable).
  • A copy of the identity document/birth certificate for each potential dependant.
  • A copy of the most recent Beneficiary Nomination Form.
  • Copies of the latest payslips of the deceased and all the potential dependents.
  • The Notification of Death From completed and signed by the claimant or authorised representative of the claimant(s). Each page must be initialled.
  • If death is due to unnatural causes, the Unnatural Death Claim Form is also required and must be completed by the Investigating Police Officer.
  • The POPIA Consent Form completed and signed by the claimant or authorised representative of the claimant.
  • Proof of banking details, in the name of each dependant, not older than three months on a bank letterhead or that has a bank stamp on it.

And the following additional requirements:

If the claimant (beneficiary) is a natural person

  • Proof of authority to act on behalf of dependants, if the dependents do not have legal capacity to act for themselves.

If an executor is instituting the claim

  • A copy of the legally appointed executor’s identity document.
  • A copy of the letter of executorship or Article 18 (3) letter of administration.

We may require additional information for medical requirements and legal entities.

Contact details to submit a Retirement Annuity claim

Fax: +27 12 675 3947

Types of
Life Insurance claims

Funeral Benefit

Lump sum Disability and
Impairment Benefit claim

Critical Illness Benefit

Income Protection

Terminal Illness Benefit

Contact Momentum
Life Insurance

Client service and policy alterations

Business hours are Monday to Friday from 08:00 to 17:00. Closed on weekends and public holidays.


Business hours are Monday to Friday from 08:00 to 17:00. Closed on weekends and public holidays.

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