On withdrawing from their current retirement fund (either a company fund, retirement annuity or preservation fund), the participating employee must complete a withdrawal form, indicating that they wish to transfer their 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, they must request a 10X RA Application Form by e-mailing ra@10X.co.za or contacting 10X on 021 412 1010.The must complete and sign the form and fax (0865 201 934) or e-mail it back to 10X, together with a copy of the withdrawal form. They must be sure to complete the “Transfer Fund Details” section on the application form. 10X will contact the existing fund, action the transfer and confirm when completed.
