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Increase Retirement Annuity Contribution

request

Application | Request to increase | alter retirement annuity

Increase Retirement Annuity Contribution

Complete the form on this webpage to request more information and advice on whether it is a good idea to increase your existing retirement annuity compared to applying for a new, new generation retirement annuity. The criteria that will be analysed by the experienced RA Direct brokers are: Is the increase possible; Administrative and ongoing costs for the change compared to applying for a new retirement annuity; Penalties in existing product for early retirement or to make retirement paid-up compared to doing the same in a new retirement product; Effect of monetary incentives like loyalty bonuses etc. in existing product versus the same in a new retirement annuity. When you submit the completed form, you will receive a reply e-mail confirming that RA Direct has received your request, with an attachment that you must sign and return with a copy of your ID to RA Direct, to authorise and enable the experienced RA Direct brokers to retrieve your information from the applicable company and to give you appropriate advice.  
Application | Request to increase | alter retirement annuity Application | Request to increase | alter retirement annuity Application | Request to increase | alter retirement annuity Application | Request to increase | alter retirement annuity
Complete form to request advice regarding feasibility & appropriateness of increasing RA:
 
Policy number  
Insurance company  
Date of increase  
     
Increase RA by R
Lump sum payment R (if applicable)
     
Title  
Preferred name  
Surname  
Email address  
Phone number  
 
Additional instructions?
 
 
Application | Request to increase | alter retirement annuity Retirement Annuity Direct Sanlam Retirement Annuity Momentum  Retirement Annuity Liberty  Retirement Annuity Glacier by Sanlam  Retirement Annuity AIMS  Retirement Annuity
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Brought to you by Authorised Financial Services Provider WP Brokers (FSP 34059).  Accredited  by  Sanlam, Liberty, Momentum,  AIMS,  Glacier,  Clientèle.
Sanlam Cumulus Echo Retirement Annuity
RA Direct by an  Authorised Financial Services Provider.         FSP 34059
Accredited by Sanlam, Liberty, Momentum, AIMS, Glacier, Clientèle.