When you withdraw from your current retirement fund (either a company fund, retirement annuity or preservation fund), you must complete a withdrawal form, indicating that you wish to transfer your investment to the 10X Retirement Annuity Fund. This form must be signed and sent to HR (for a pension or provident fund) or to the fund administrator (for an RA or preservation fund). Thereafter, request a 10X RA Application Form, by e-mailing ra@10X.co.za or calling us at 021 412 1010.
Complete and sign the form and fax (0865 201 934) or e-mail it back to us, together with a copy of the withdrawal form. Ensure that you have completed the “Transfer Fund Details” section on the application form. We will contact the existing fund, action the transfer and confirm when completed.