Let us help protect you and your family from the financial impact of life's unexpected events such as death, disability and critical illness.
At Liberty, we offer investment solutions that can help you, as an individual, reach your investment goals.
Your family means a lot to you. What steps should you take to ensure that their current and future needs are met?
Liberty Corporate offers a wide range of risk and annuity products, tailored to an employee’s unique needs.
Liberty Corporate has a range of investment portfolios suitable as retirement funds and for businesses.
Liberty Corporate’s umbrella solutions give you the flexibility to structure employee benefits.
Liberty Corporate’s fully fledged administration team provides a comprehensive fund administration service.
Liberty Corporate provides a multitude of specialist consulting and actuarial solutions.
If you are an employer or member of a Liberty Corporate retirement fund, this section will assist you in finding the relevant forms for submitting a claim or adding new members to a fund.
In order to avoid delays in processing of claims, we require certain information from the fund member.
Click here (Claims requirements matrix) to see what documentation is required for the various claims.
Retirement benefit forms:
Form A & D
Withdrawal benefit forms (resignation from your company):
Death benefit forms:
Disability, dread disease or impairment benefit forms:
When submitting these forms, please provide a certified copy of:
The member's identity document
The member's job description
The last payslip, prior to becoming disabled
Proof of the member's banking details (cancelled cheque or bank statement).
Confidential Doctor's Report
Job Description Questionnaire
Notification of a possible disability claim
Please note that whenever submitting a disability claim, it must be accompanied by a certified copy of your identity document, the job description, the last payslip, prior to becoming disabled, and proof of your banking details (cancelled cheque or bank statement).
Adding a new member to a fund:
New Entrant form
Nominating a beneficiary:
Identification of dependants and nomination of beneficiary
Identification of dependants
The fields marked with * are compulsory
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