STANLIB

Retire into Living Annuity

This process is for the 'Retire Option', moving funds from a Retirement Annuity into a new STANLIB Living Annuity.

Conditional Documents

Is an IRAR (Investment Replacement Advice Record) applicable?

Yes

No

Document Checklist (10 selected)

Clear Copy of ID

Online Record of Advice (ROA)

Financial Needs Analysis (FNA)

Signed Quotes (STANLIB)

Updated Disclosure Letter

Application Form (STANLIB Living Annuity)

UCF (Client Declaration Form)

Risk Profile Analysis (RPA)

RA Payment Request Form

Related Party Form (STANLIB)