- Review the Fund Rules and Agreement
- Familiarise yourself with the specific terms and conditions outlined in the Fund’s rules.
- Confirm the notice period required for termination as stated in the agreement.
- Prepare Necessary Documentation
- Gather and complete any relevant documents, including membership details and contribution records and the notice of termination of termination application form.
- Send the Notice
- Send the completed notice of termination application form and supporting documents to your dedicated Client Relations Manager.
- Request a read receipt to confirm that the notice has been received.
- Follow Up
- If you do not receive a confirmation within a reasonable time, follow up with your dedicated Client Relations Manager to ensure your request is being processed.
- Document Everything
- Keep copies of the termination notice and any correspondence for your records.
- Communicate with Affected Employees
- If applicable, inform affected employees about the termination including any impact it may have on their retirement benefits or future options.
For more information or assistance please contact your Client Relations Manager.