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Retirement Withdrawal Options Form

This document is a retirement option form for a principal account holder. It provides options to withdraw up to 50% of the accumulated retirement balance tax-free or purchase an income payment plan from the pension fund manager. The account holder can choose to receive fixed monthly or quarterly payments up to age 75 or a fixed payment plus profit. The form requires the account holder's name, CNIC number, retirement age and date, type of retirement, and signature to declare the information is correct. It also includes a section for the fund manager to record the account holder's last three years of tax returns.

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Salman Arshad
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132 views1 page

Retirement Withdrawal Options Form

This document is a retirement option form for a principal account holder. It provides options to withdraw up to 50% of the accumulated retirement balance tax-free or purchase an income payment plan from the pension fund manager. The account holder can choose to receive fixed monthly or quarterly payments up to age 75 or a fixed payment plus profit. The form requires the account holder's name, CNIC number, retirement age and date, type of retirement, and signature to declare the information is correct. It also includes a section for the fund manager to record the account holder's last three years of tax returns.

Uploaded by

Salman Arshad
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Retirement Option Form

Day Month Year Portfolio No.

PRINCIPAL ACCOUNT HOLDER

Name (as per CNIC) Mr. / Ms. / M/s:

CNIC/NICOP Number Contact Details

Retirement Age Retirement Date

Type of Retirement Normal Retirement Pre-Mature Retirement due to disability

Retirement due to disability Please Specify Disability and the name of Medical Board( Please Attach assessment Certificate)

RETIREMENT OPTIONS

Withdrawal Options

Withdraw ____ % amount of total accumulated balance (upto 50% of the accumulated balance is tax exempted)

REMAINING AMOUNT OPTION

Purchase Income Payment Plan from Al Meezan Investments

Low Volatility OR Lower Volatility Payment Frequency Monthly OR Quarterly

OR (Select any one option from the two)

Fixed Amount ______ (up to 75 years of age after retirement age) Fixed Amount + Profit ______________(up to 75 years of age after retirement age)

Purchase Income Payment Plan from other Pension Fund Manager

Name of Pension Fund Manager

Amount to be Transferred Rs. Date of Transfer

DECLARATION AND SPECIMEN SIGNATURE OF ACCONT HOLDER(S)

I/We hereby confirm that all information provided in this form is true and correct to the best of my knowledge. I also confirm having read and understood the Trust
Deeds, Offering Documents, Supplemental Trust Deeds, and Supplemental Offering Documents that govern the transactions and further acknowledge
understanding of the risks involved in mutual funds.

Signatures of Principal Account Holder

For Official Use Only


Last 3 Years Tax Returns

Previous Year Taxable Income (Rs.) Tax Paid (Rs.) Tax Rate %

Year 1
Year 2
Year 3

Form Received By Name and Signatures of Reporting Agent Order Authorized By

Signature and Stamp of Distributor Reporting Date Signature & Stamp of Transfer Agent

Order Number

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