Multifund Transfer Form

(Please complete with block letters)

Title *

RSA PIN *

First Name *

Middle Name

Surname *

Email Address *

Date Of Birth *

Date *

Mobile Number *

Gender *

Employers’ Name *

Employers’ Address *

Fund Type	Risk Exposure to Variable Income Assets	Membership	Remark
Fund I	75% of Portfolio	49 years & below (by request only)
Fund II	55% of Portfolio	49 years & below (by default)	Fund II contributors can move to Fund I
Fund III	20% of Portfolio	50 years & above (by default)	Fund III contributors can move to Fund II (Formal request only)
Fund IV	10% of Portfolio	50 years & above (Retirees)	Strictly for Retirees
Fund V	5% of Portfolio	Micro-Pension	Micro-Pension
Fund VI	55% of Portfolio	Non-Interest Contributors	Ethical Fund

Current Fund *

New Fund *

Declaration *

Signature *

Date *

Request Letter *

Drop your file here or click here to upload

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