You can either phone GPAA’s toll-free Call Centre on 0800 117 669, or … All forms are available on this website, from GEPF’s Call Centre (0800 117 669) or from any of GEPF’s Regional Offices. Sunnyside, Pretoria, Tel: +27 80 011 7669 The GEPF also pays annuities to qualifying surviving spouse(s) or orphan(s) of members who die while in service or after retiring. Building 2A, Trevenna Campus The GEPF pays a cash lump sum funeral benefit on the death of a member or pensioner. Overleaf for the Funeral Benefit Claim Form (Z300) of the Government Employees Pension Fund (GEPF) Dependant on the date of death, the following benefits are payable: Prior to 1 October 2017: An amount (taxable lump sum Rand-value) of R7 500-00 is payable upon death of the member/pensioner as well as upon death of a spouse of the member/pensioner. If payment is urgent, an eligible applicant other than the life partner should complete the claim. However, on the next phase, GEPF members will be able to track all benefit claims such as child’s pension benefit, spouse pension benefit, death benefit, funeral benefit and divorce claim benefit; If the payment must be made into a bank For spouse pension on retirement – all retirements after 31 October 2019, where the member has more than ten years’ service, and the member will be receiving a gratuity, and a monthly annuity. Where at all possible, please ensure that the GEPF has your secure cell phone and e-mail contact particulars as these will be the preferred contact details we will use to notify you about payment or errors on the claim form. The GEPF also pays annuities to qualifying surviving spouse (s) or orphan (s) of members who die while in service or after retiring. Johannesburg – GEPF has launched a self-service web system and App to enable its members to access and update their information as well as track pension or other related benefit claims. If the original documents are not handed to the Post Office, payment will not take place. We also recommend that you confirm with your bank beforehand that this verification is in order, as delays in verification will cause delays in the processing of claims. The guardian of a minor child of a member or pensioner. Corner Meintjies and Francis Baard Street ACTING JUDGE OF THE HIGH COURT. GEPF Administration Office Building 2A, Trevenna Campus Corner Meintjies and Francis Baard Street Sunnyside, Pretoria. Spouse pension application form. Members of GEPF qualify for benefits on retirement and also on resignation or discharge. If the pensioner dies within five years of retiring or being discharged, the GEPF will pay the balance of the retirement or discharge annuities to the beneficiaries. Claim for Death Benefits. Early Retirement. To qualify for pension and other benefits, members pay a monthly amount of 7.5% of their pensionable salary to GEPF. However, the payment can be delayed if the claim form or the documentation accompanying a claim is incomplete or incorrect. [It is very important to note that GEPF does not and cannot make unilateral changes to the Government Employees Pension Law. For state subsidised medical contribution, it’s a once off cash payment for members with less than 15 years of service. For a member, pensioner or spouse, the fund pays a taxable amount of R15 000 towards the funeral costs. When submitted by fax, the application must be accompanied by a certified bank statement showing the bank’s e-mail and landline contact details. However, on the next phase, GEPF members will be able to track all benefit claims such as child’s pension benefit, spouse pension benefit, death benefit, funeral benefit and divorce claim benefit; Death benefits are paid when a member dies while in service, or within five years of becoming a pensioner. The original ID/passport documents of the applicant must be presented at the Post Office.). Death while in service:The benefit paid is based on the member’s period of pensionable service. Instead, you can direct any enquiries to our toll-free Call Centre on 0800 117 669. The Government Employees Pension Fund is ordered to pay the death benefits in terms of its rule 14.5.2 in respect of A B Greyling to the applicant directly. Beneficiaries of GEPF members that are not in service or those who are deceased; and ; The guardians of GEPF members’ beneficiaries. Payments must be claimed within 30 days of payment to the Post Office. However, on the next phase, GEPF members will be able to track all benefit claims such as child’s pension benefit, spouse pension benefit, death benefit, funeral benefit and divorce claim benefit; Please note that the GEPF cannot circumvent this requirement and cannot assist in resolving the issue with SARS as tax matters are private between individuals and the Revenue Service. Z102. Wherever possible, the GEPF will process a funeral benefit claim within 72 hours of receiving the claim. However, the payment can be delayed if the claim form or the documentation accompanying a claim is incomplete or incorrect. To qualify for the Childs pension, only the member or pensioner needs to be deceased. Xpression Assist is not the GEPF – we are an independent private company assisting with GEPF claims. The Funeral Benefit Claim form (Z300 form). ACTING JUDGE OF THE HIGH COURT. Used to claim benefits for the death of anyone enrolled in the FEGLI program. Established in 1996, it is the largest pension fund in South Africa and one of the largest pension funds in Africa and the world. GEPF Death Benefit In the case of a death benefit claim, the correct procedure should be followed and all required documents must be submitted. The “clean-break” principle was added to the Pension Fund Act 24 of 1956 on 13 September 2007. A L C M LEPHOKO. Form FE-6 DEP (PDF file) [369.75 KB] is used to claim benefits for the death … 3. This will inform the trustees as to who your legal and financial dependants are, as … The executor of the estate of the deceased. How to access the funeral benefit The person submitting the claim to GEPF must complete the following forms and make copies of the specified documents, as follows: 1. One of the questions I receive from most retirement fund members is about who has a claim to their retirement funds if they die in service. A spouse of a member or pensioner – is defined as being a person who is: Legally married to the member or pensioner as defined above; or, A spouse according to indigenous law or custom. Z143. Move your mouse cursor over the text in the left hand panel. An original certified copy of the death certificate issued by the Department of Home Affairs; In the case of a still-born child, written confirmation of the duration of pregnancy and the certification of death issued by the attending physician and hospital; An original certified copy of the deceased’s bar-coded Identity Document (ID) or passport or birth certificate in the case of a minor child; An original certified copy of the bar-coded ID or passport of the person applying for the benefit; For payment into a bank account, the Z894 form containing the bank details is needed; When the claim is submitted by fax, the Z894 must be accompanied by a certified bank statement showing the bank’s e-mail and landline contact details. Details of the Post Office must be recorded on the Z300 application form. Death benefits are paid when a member dies while in service, or within five years of becoming a pensioner. Tel: (012) 326 2507. If payment is not collected within 30 days, the Post Office will return the money to GEPF. However, on the next phase, GEPF members will be able to track all benefit claims such as child’s pension benefit, spouse pension benefit, … Building 2A, Trevenna Campus The Government Employees Pension Fund is ordered to pay the death benefits in terms of its rule 14.5.2 in respect of A B Greyling to the applicant directly. trace resignation and retirement benefit claims. When a member dies and a claim is made, the trustees of the fund must follow the requirements as set out in the Act and cannot merely follow the beneficiary nomination which was made by the member. If you have any questions about your pension benefits, please talk to us. Here is the GEPF toll-free contact number: 0800 117 669. If you do not want an SMS or e-mail to be sent to a specific number or address, do not provide details of these. GEPF Administration Office This means that a non member spouse can claim their share of the benefit from the Pension Fund before the member resigns, retires or dies. If the life partnership had, at the time of death, not yet been approved, a completed Life Partner Application form to be attached to the funeral benefit claim, along with all the prescribed attachments for both documents. A written confirmation of the duration of pregnancy and the death certificate, as issued by the attending physician and hospital, is required. Death in Service Forms. Heard on: 28 July 2014. A L C M LEPHOKO. For example, if the member and spouse both pass away, the eligible children will be covered as long as they are still minors, students or disabled, as explained earlier. Wherever possible, the GEPF will process a funeral benefit claim within 72 hours of receiving the claim. Please refer to information on Death within five years of retirement. Funeral benefits are also paid out on the death of the spouse, life partner or eligible child of a member or pensioner. The Government Employees’ Pension Fund is a defined benefit fund with over 1.2 million active members and more than 375 000 pensioners and beneficiaries. Here we show how to claim your divorce benefit from the GEPF. A still-born child. In terms of the legislative change to the GEP Law, the Orphans Pension has been replaced with a Child Pension as of 1 June 2018. Sunnyside, Pretoria, Tel: +27 80 011 7669 Please use the checklist to ensure that all the required documents are included, have been recently and correctly certified and that all the documents are clear and readable. The Government Employees Pension Law defines a qualifying member, pensioner and spouse as follows: If a member retires or exits the Fund but does not qualify for a monthly annuity, he or she does not qualify for a funeral benefit after leaving the service of government. Funeral benefits are payable regardless of the order in which the deaths of the people covered occurs. Members of GEPF qualify for benefits on retirement and also on resignation or discharge. Once you qualify as a person that can make a claim, your next move would be to find out if indeed there are any benefits that you are entitled to. Life partner applications must be duly completed and approved before a funeral benefit will be processed, and this can take some time. Wherever possible, GEPF tries to pay this benefit within 72 … The Government Employees Pension Fund (GEPF) is looking for people listed below or their family members I beneficiaries (if the list/names are deceased) in the Mpumalanga Province to contact us immediately in connection with their pension benefits. Members of GEPF qualify for benefits on retirement and also on resignation or discharge. This means that you will have to provide banking details on an original completed Z894 form. Please be aware that the original application and attachments must be handed in at the Post Office when claiming the benefit. Is currently contributing to the GEPF. These contact details will be used to confirm the bank account details provided; For payment through the Post Office the details of the online Post Office must be provided on the Z300 form. This can be done by faxing a document to a known number and then confirming that the document received on the other side is clear and readable. This means that the surviving spouse and children can receive pensions at the same time. This means that a non member spouse can claim their share of the benefit from the Pension Fund before the member resigns, retires or dies. GEPF Administration Office If SARS declines to issue a directive, you will be informed accordingly and should then resolve the issue directly with SARS. In such cases two claim forms will be completed under the pension numbers of the deceased and surviving spouse, respectively. If a question mark appears, click with your left mouse button to receive extra help. GEPF Divorce Benefits - A clear explanation on the GEPF and Divorce: The "clean-break" divorce principle was added to the Pension Fund Act 24 of 1956 on 13 September 2007. GEPF pays a taxable cash lump sum of R6 000 for the funeral of an eligible child of a member or pensioner as defined above. (Where the applicant or the deceased is a life partner, the life partnership must be approved by GEPF before processing can take place. This is a child born after 26 weeks of pregnancy, who shows no signs of life and whose death cannot be classified as a self-inflicted termination as per the Choice on Termination of Pregnancy Act 92 of 1996. Within a short space of time she worked her magic and we finally received our payments. Former spouses (the non-member) of members contributing to the GEPF can now claim their share of the fund as stipulated in their divorce order and don’t have to wait until retirement, resignation or death. The same applies if the member dies while in service and had a full potential service period of at least 10 years – that is pensionable service years plus unexpired years until normal retirement. Fax: +27 12 326 2507, GEPF pensioners will receive a 3.2% annual pension increase as of 1 April 2021, Government Employees Pension Fund Stakeholder Perception Survey, GEPF mourns the passing of two Board Members. Here we show how to claim your divorce benefit from the GEPF. GEPF Administration Office Building 2A, Trevenna Campus Corner Meintjies and Francis Baard Street Sunnyside, Pretoria. It is payable to the beneficiaries of the deceased member or, if there are no beneficiaries, to the member’s estate. This means that a non member spouse can claim their share of the benefit from the Pension Fund before the member resigns, retires or dies. This form must be accompanied by an original certified copy of the ID of the account holder. A certificate of customary marriage, lobola letter, or two affidavits from each family confirming the customary union is required. If a member dies, death benefits are paid to his/her beneficiaries, who can also claim benefits to help pay for funeral costs. The first respondent is ordered to pay the costs of the application. However, on the next phase, GEPF members will be able to track all benefit claims such as child’s pension benefit, spouse pension benefit, death benefit, funeral benefit and divorce claim benefit; No faxes will be accepted for the reissue of funds. Janene Visser, owner of Xpression Assist, has more than seven years of experience in assisting clients with their divorce, resignation and death claims with the Government Employee Pension Fund (GEPF). To qualify for pension and other benefits, members pay a monthly amount of 7.5% of their pensionable salary to GEPF. Tel: 083-320-0145 (office hours only please) Fax: 086-541-9129. In order to allow the GEPF to process the claim quickly and efficiently, the claimant must ensure that the information provided is complete and correct. Applications must be accompanied by the completed checklist attached to the Z300 form. You can either phone GPAA’s toll-free Call Centre on 0800 117 669, or … The GEPF also pays annuities to qualifying surviving spouse(s) or orphan(s) of members who die while in service or after retiring. Where both partners in a marriage or approved life partnership are members or pensioners of GEPF, both are entitled to lodge claims following the death of a covered person. Heard on: 28 July 2014. POSTAL ADDRESS: P O Box 416. Please do not reply to SMS or e-mail notifications from GEPF. If you have any questions about your pension benefits, please talk to us. In the interest of fast, efficient processing, the following needs to be provided: For Post Office payments: The claimant must confirm beforehand with the Postmaster of the Post Office they wish the payment to be processed to, that said Post Office is indeed an online Post Office. Tel: +27 80 011 7669 Fax: +27 12 326 2507 The first respondent is ordered to pay the costs of the application. The role of GEPF is limited to making submissions about proposed changes and the impact of these to the bargaining councils and to Parliament.]. A natural or adopted child under the age of 18 years; or, A natural or adopted child between the ages of 18 and 22 years who is a full-time student at a recognised educational institution (proof from the relevant institution is required); or, A natural or adopted child who is disabled and factually dependant on the member or pensioner as defined above – medical proof of disability and confirmation of factual dependency is required; or. Applicants must confirm with the Post Office that it is an online Post Office. Benefit Calculator Provides the functionality to calculate the benefit you will get by providing the different options. Judgment delivered on: 7 November 2014 Lobola letters and affidavits confirming customary marriage must specify the place, date and parties of the customary union, and also the lobola paid; or, A spouse according to the tenets of religion, that is Muslim or Hindu marriages or, An approved life partner. One of the questions I receive from most retirement fund members is about who has a claim to their retirement funds if they die in service. Withdrawal from Fund Form (Z102) and Overleaf. Regarding GEPF death benefit claim: “When I had lost all hope with the GEPF and my mother’s workplace, Janene came to our rescue. Beneficiaries of GEPF members that are not in service or those who are deceased; and ; The guardians of GEPF members’ beneficiaries. Please place this information in the right-hand top corner of each page, as incoming faxes to GEPF are automatically bar-coded on the left-hand top corner. For instance, after the death of an eligible child, both parents may lodge claims if both are members or pensioners of the Fund. If the member dies within this period, his or her beneficiaries receive the balance of the five-year annuity payments – excluding the annual supplement, in a once-off cash lump sum. Government Employees Pension Fund (GEPF) Departmental Liability Claim Form ... and authorise the GEPF to deduct such amounts from my pension benefits. These changes are negotiated in the relevant bargaining councils and are subject to extensive scrutiny before approved. It is payable to the surviving spouse or beneficiaries or, if there are no beneficiaries, to the member's estate. The payment of death benefits from a Pension, Provident or Retirement annuity fund is regulated by section 37C of the Pension Funds Act 24 of 1956. The benefits are paid but are returned to GEPF due to incorrect banking details, frozen or dormant accounts, incorrect pay points, etc. The GEPF provides benefits for the funeral of a member or a pensioner, as well as for the funeral of a spouse or eligible child of a member or pensioner. Please be aware that the original application and attachments must be handed in at the Post Office when claiming the benefit. Detailed information regarding death benefits is available under the ‘Our benefits’ section of the GEPF website at www.gepf.gov.za.. Corner Meintjies and Francis Baard Street Janene Visser. The fax number is 012 319 3655. 2. Fax: +27 12 326 2507, GEPF pensioners will receive a 3.2% annual pension increase as of 1 April 2021, Government Employees Pension Fund Stakeholder Perception Survey, GEPF mourns the passing of two Board Members. For bank payments: The Z894 (Banking Particulars Form) must reflect the applicant’s banking details. The GEPF will accept a claim from the following people, in order of preference: Please be aware that no payment will be made to a funeral undertaker. The purpose of funeral benefits is to help pay the funeral costs when a member or pensioner passes away. The GEPF will contribute to funeral costs by paying funeral benefits. If a member dies, death benefits are paid to his/her beneficiaries, who can also claim benefits to help pay for funeral costs. 2. Death while in service:The benefit paid is based on the member’s period of pensionable service. The GPAA also pays annuities to the surviving spouse (s) or orphan (s) of members who die while in service or after retiring. As a member of the Government Employees Pension Fund (GEPF) one of the most important documents you need to keep up to date is your beneficiary nomination form. According to the Government Employees Pension Law, an eligible child is: It is important to note that step-children and children of other family members who are in the care of a member or pensioner as defined above, do not qualify for this benefit unless those children have been legally adopted. The Government Employees Pension Fund (GEPF) is a defined benefit fund that manages pensions and related benefits on behalf of government employees in South Africa. Applications can be faxed to GEPF for processing. Death benefits are paid when a member dies while in service, or within five years of becoming a pensioner. As a member of the Government Employees Pension Fund (GEPF) one of the most important documents you need to keep up to date is your beneficiary nomination form. For payment to an estate account, we also require a recently certified copy of the letter of executorship and a recently certified copy of the ID of the executor. A pensioner – is defined as being a person who: Is receiving a monthly annuity from the GEPF. If payment has not been received within 90 days, we can assist by following-up and determine what is causing the delay. A fully completed Z300 form (Funeral Benefit Claim Form). claim and access their hard earned money because they are untraceable. Answered on June 6, 2019, 3:51 p.m. Inheritance. To process and pay the funeral benefit, the GEPF needs the following documents from claimants: Where applicable, the following additional documents must accompany the funeral benefits claim: If the deceased is a biological or legally adopted child who was over the age of 18 and was disabled and dependent on the member or pensioner: the originally certified medical proof of disability, along with proof of factual dependency. Detailed information regarding funeral benefits is available under the ‘Our benefits’ section of the GEPF website at www.gepf.gov.za.. Signature of Member Surname Initials Date Y Y Y Y M M D D F) CERTIFICATION BY EMPLOYER (To be completed by employer representatives) You could contact the GEPF and ask for a meeting where you can put your questions to them, and find out what you need to do in the event of his death. The funeral benefit is taxable. If a member dies, death benefits are paid to his or her beneficiaries, who can also claim benefits to help pay for funeral costs.To qualify for pension and other benefits, members pay a monthly premium to the GEPF. If you have any questions about your pension benefits, please talk to us. People contributing to associated pension funds such as the TEPF (, Is absent with or without leave of absence; or, Has been suspended from duty and who immediately before such absence or suspension was contributing to the Fund; or. GEPF Divorce Benefits - A clear explanation on the GEPF and Divorce: The "clean-break" divorce principle was added to the Pension Fund Act 24 of 1956 on 13 September 2007. If the staff of the GEPF receives a fax that is of poor quality, but where contact details can be discerned, we will SMS, or notify the applicant by other means, that the claim could not be captured due to the poor quality of the fax received. Check list for Z143 to be checked by … For verification purposes, please ensure that the GEPF has the landline and e-mail contact details of the bank or institution where the payment must be made. Applicants are urged to confirm the quality of the fax machine being used. Please mark every page of the application form with the pension number of the member or pensioner, and mark it “Funeral Benefit Claim”. Please be aware that this fax number is to be used for funeral benefit claims only. Tel: +27 80 011 7669 Fax: +27 12 326 2507 2. The benefit covers all spouses and all eligible children, provided that they meet the definitions of “spouse” or “eligible child” as discussed earlier. 3. If the original documents are not handed to the Post Office, payment will not take place. You should do the same when responding to an error letter or when providing other feedback about your claim. GEPF does not have enough information in respect of the deceased members’ spouse(s) or beneficiaries to enable them to claim their benefits or for GEPF to pay the benefits to them. Email: janene@xpression.co.za. Our core business, governed by the Government Employees Pension Law (1996), is to manage and administer pensions and other benefits for government employees in South Africa. This is because, unlike private sector funeral policies, GEPF members and pensioners do not contribute toward the benefit. See more questions and answers. Her knowledge of the GEPF and relationship with the department makes it possible for her to assist her clients efficiently and effectively. Death while in service: The benefit paid is based on the member’s period of pensionable service. They also pay out on the death of a member or pensioner’s spouse, life partner or … A minor is a child who cannot administer their own affairs and so the guardian acts on their behalf; The parent or parent in-law of a member or pensioner; A brother/sister or brother-in-law/sister-in-law of a member or pensioner; and/or. For this reason, the benefit is considered to be income and as such, payment cannot take place until SARS has issued a tax directive. Spouse’s annuity: A qualifying spouse or eligible life partner is entitled to a percentage of the annuity paid to the member at the time of death. Likewise, should either of them pass away, the surviving spouse will be entitled to lodge a claim as spouse of a deceased member or pensioner, while also lodging a second claim as a member or pensioner of GEPF, for the death of his or her spouse. If the life partnership has not yet been approved, a Life Partner Application document must be completed and attached to the funeral benefit claim, along with all the prescribed attachments for both of the documents. The GEPF death benefit provides as follows: Death while in service: The benefit paid is based on the member's period of pensionable service. When collecting the money at the Post Office, you must hand in the original documents that were faxed to the GEPF. Detailed information regarding death benefits is available under the ‘Our benefits’ section of the GEPF website at www.gepf.gov.za.. This is in your best interest and prevents unnecessary delays in the processing of claims. Once you qualify as a person that can make a claim, your next move would be to find out if indeed there are any benefits that you are entitled to. Johannesburg – GEPF has launched a self-service web system and App to enable its members to access and update their information as well as track pension or other related benefit claims. There is no maximum number of spouses or eligible children who qualify. The GEPF pays annuities (child pensions) to the eligible children of members or pensioners who passes away on or after 1 June 2018. Judgment delivered on: 7 November 2014 The funeral benefit can be paid into a bank account or through an online Post Office. The Life Partner Application form is available on this website, or a copy can be requested from the toll-free Call Centre on 0800 117 669.). Checklist. Once this has happened, GEPF will only reissue the payment to a bank. Now we can get closure, meaning no more dealing with the work place of our mom. 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