Account Opening Form

• This Form can be used for:
  • Retirement Savings Accounts
  • Voluntary Contributions Accounts;
  • Transfer to IBTC Pension Managers from another Pension Fund Administrator

• Please send details of your Employees Contributions to us by e-mail, using our preffered Contributions Schedule Format
  

Withdrawals / Retirement Forms

• Approval Regulations
  

• PenCom Verification Excercise

• Notice of Retirement

• Retirement Indemnity Form

• Programmed Withdrawal Agreement

• Form for Missing or Deceased RSA Holder

• Death Notification

Others

• The Pension Reform Act 2004

• Code of Ethics and Business Practices for Licensed Operators

• Guidelines for Life Insurance Policy