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Death Claims (Non Retirement annuity) - PDF

On death of the life assured, a sum a​​ssured benefit is paid out to the nominated beneficiary/ies, subject to the validity of the claim.

Death Claims (Retirement annuity) - PDF

On death of the member of a Lifestyle Retirement Annuity Fund, Lifestyle Preserver Pension Fund or Lifestyle Preserver Provident Fund, the death benefit is payable to the dependant/s or nominated beneficiary/ies.

Disability Claims - PDF

When the life assured becomes totally and permanently disabled or impaired as defined in the policy terms and conditions.

Income Protection Claims - PDF

When the life assured is unable to perform his/her nominated occupation directly or indirectly due to an injury, illness, disease or surgical operation and has suffered a loss of income as defined in the policy terms and conditions.

Critical Illness/Dread Disease Claims - PDF

When the life assured meets the benefit criteria of a critical illness/dread disease covered under the benefit categories in the policy terms and conditions.

Medical Lifestyle Claims - DOC

This is a hospital plan that provides you and your family with comprehensive health care cover for major medical expenses.

Other forms

Beneficiary change form - DOC

When the owner of the policy wants to nominate a new owner.

Absolute cession form - DOC

When the owner of the policy wants to use his/her policy as security.

Collateral cession form - DOC

When the owner of the policy wants to use his/her policy as security.

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Liberty Group Limited - an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409)​
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