HR tool

Saving you time and effort

Document library

The various forms used in the administration of retirement funds undergo regularly updates. Updates to the forms stem from various factors including legislative changes, procedural changes, improvements to the wording used on the forms, etc.

We strongly urge you to save a shortcut to this page to ensure that you have easy access to the latest forms. Please do not save copies of these forms as the use of outdated forms will result in delays in processing and potentially in the rejection of the outdated form.

Note that the forms on this page apply to stand-alone retirement funds only. Please visit the Alexander Forbes Retirement Fund website for the AFRF specific forms, or the AF Access website for the AF Access specific forms.

Claim Forms (in service employees)

Other Forms (in service employees)