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#thefutureyou a gift?

Why not give
#thefutureyou a gift?

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retirement tips

This occurs when an employee voluntarily retires, disengages or is disengaged from active service before attaining the age of 50 or upon completion of the length of service as stated in the terms and conditions of his/her employment.

This refers to disengagement from employment upon attaining the age of 50 or retirement, whichever is later.

This refers to disengagement from active service on health grounds based on the advice of a qualified physician or medical board.

This covers benefits accessible by beneficiaries of a deceased RSA holder. Upon the death of a RSA holder, the beneficiary named in a will or a letter of administration will be eligible to access the balance standing in the account of the deceased RSA holder.

In the event that an RSA holder gets missing and is not found after 12 months from the date of being declared missing by the Police, the beneficiary (under a will or a valid letter of administration) of such a RSA holder shall have access to the full amount standing in the account of the missing person now presumed dead.

An expatriate working in Nigeria can access the balance in his/her retirement savings account when relocating to his/her country.

retirement tips

The documents required to be provided (for clients from different sectors) are shown below:

REQUIREMENTS FOR RETIREMENT BENEFIT APPLICATION (PRIVATE)

  • Official notice of retirement
  • Employment and  Appointment letter from employer.
  • Pay-slip for the month before retirement (or any of the last 3 months).or evidence of annual remuneration.
  • Letter from ex-employer confirming status of outstanding remittance (Accrued Pension Right).
  • Age Declaration/Birth Certificate.
  • Proof of enrolment with Leadway Pensure PFA or any correspondence.
  • Bank Account Details: Banker’s Confirmation/duly stamped Statement of Account/Copy of Cheque leaf and Bank Verification Number (BVN);
  • Marriage Certificate/Newspaper Publication where applicable.
  • A Passport Photograph on a white background.
  • National Identity Enrolment Slip issued by the National Identity Management Commission indicating the NIN number.
  • Proof of Address e.g. Utility Bill/Driver’s License/National ID/Voters Card/ Statement of Account.

Please note; it is mandatory to complete the data recapture before application can be processed.

 

 

REQUIREMENTS FOR RETIREMENT BENEFIT (PUBLIC SECTOR)

  • Official notice of retirement
  • Employment or Appointment letter from employer.
  • Pay-slip for the month before retirement (or any of the last 3 months). or evidence of annual remuneration. (Duly stamped).
  • Retirement Benefit Registration Slip. (BOND CERTIFICATE)
  • Age Declaration/Birth Certificate.
  • Proof of enrolment with Leadway Pensure PFA or any correspondence.
  • Bank Account Details: Banker’s Confirmation/duly stamped Statement of Account/Copy of Cheque leaf and Bank Verification Number (BVN);
  • Marriage Certificate/Newspaper Publication where applicable.
  • A Passport Photograph on a white background.
  • National Identity Enrolment Slip issued by the National Identity Management Commission indicating the NIN number.
  • Proof of Address e.g. Utility Bill/Driver’s License/National ID/Voters Card/ Statement of Account.

Please note; it is mandatory to complete the data recapture before application can be processed.        

For further enquiries, please contact us on 02012800800/ 07007367873, Email: info@leadway-pensure.com                                                                                                                                   

The documents required to be provided (for clients from different sectors) are shown below:

  • Official notice of retirement from employer.
  • Letter from ex-employer confirming status of outstanding remittance (if any).
  • Age Declaration / Birth Certificate.
  • Passport photograph.
  • Bank Account Details (Banker’s Confirmation/Statement of Account/Copy of Cheque leaf).
  • Duly completed Application Form

To apply, please download the applicable form below:

The document required to be provided is shown below:

  • Official notice of retirement/disengagement based on Medical Condition
  • Appointment/Employment letter.
  • Medical Report on medical condition.
  • Pay-slip for the month before retirement (or any of the last 3 months).or evidence of annual remuneration.
  • Letter from ex-employer confirming status of outstanding remittance (Accrued Rights).
  • Proof of enrolment with Leadway Pensure PFA or any correspondence.
  • Bank Account Details: Banker’s Confirmation/duly stamped Statement of Account/Copy of Cheque leaf and Bank Verification Number (BVN);
  • Age Declaration/Birth Certificate.
  • Marriage certificate/ Newspaper publication where applicable.
  • One passport photograph on a white background.
  • National Identity Enrolment Slip issued by the National Identity Management Commission indicating the NIN number.
  • Proof of Address e.g. Utility Bill/Driver’s License/National ID/Voters Card/ Statement of Account.

Please note; it is mandatory to complete the data recapture before application can be processed.

To apply, please download the form below:

The document required to be provided is shown below:

  • Letter of retirement/ disengagement & letter of Employment and Appointment from employer.
  • Letter from ex-employer confirming status of outstanding remittance (Accrued Rights).
  • Proof of enrolment with Leadway Pensure PFA or any correspondence.
  • Bank Account Details: Banker’s Confirmation/duly stamped Statement of Account/Copy of Cheque leaf and Bank Verification Number (BVN);
  • Age Declaration/Birth Certificate.
  • Marriage certificate/ Newspaper publication where applicable.
  • One passport photograph on a white background.
  • Proof of Address e.g. Utility Bill/Driver’s License/National ID/Voters Card/ Statement of Account.
  • National Identity Enrolment Slip issued by the National Identity Management Commission indicating the NIN number.

Please note that it is mandatory to complete the data recapture before application can be processed.

For further enquiries, please contact us on 02012800800/ 07007367873, Email: info@leadway-pensure.com

To apply, please download the form here:

The document required to be provided is shown below:

  • Letter of retirement/ disengagement & letter of Employment /Appointment from employer.
  • Personal tax Identification number(TIN)
  • Proof of enrolment with Leadway Pensure PFA or any correspondence.
  • Bank Account Details: Banker’s Confirmation/duly stamped Statement of Account/Copy of Cheque leaf and Bank Verification Number (BVN);
  • Age Declaration/Birth Certificate. (Optional for customer who has been captured).
  • Marriage certificate/ Newspaper publication where applicable.
  • Current Payslip or any evidence of annual total  emolument
  • One passport photograph on a white background.
  • National Identity Enrolment Slip issued by the National Identity Management Commission indicating the NIN number.
  • Proof of Address e.g. Utility Bill/Driver’s License/National ID/Voters Card/ Statement of Account.
  • Valid International Passport and Letter from Consulate.
  • Tax Identification Number (TIN) /Copy of Tax Card.
  • Appointment Letter.

Please note; it is mandatory to complete the data recapture before application can be processed.

For further enquiries, please contact us on 02012800800/ 07007367873, Email: info@leadway-pensure.com

To apply, please download the form here:

The document required to be provided is shown below:

  • *NSITF/NPF Original Certificate or Court Affidavit for Loss of NSITF Certificate & Indemnity Letter
  • *Affidavit of Names Confirmation (where there is any form of variation in customer’s name on any of the submitted documents)
  • *Means of identification i.e. International passport, Driver license, Permanent Voters’ card, Employer ID and National ID
  • *A Passport
  • *NSITF Statement of Account

NOTE:

  • *The NSITF number must be stated on the sworn affidavit.
  • *The sworn affidavit and indemnity letter must be duly stamped by the High Court.
  • *The Indemnity Letter can be classified into two different type i.e. Existing Employer and Non-existing employer. For customer whose employer is non-existing, such customer is to indemnify himself or herself, while for customer whose employer exists, the employer is to indemnify the customer and place the indemnity letter format on the company’s letter-head.
  • *Any form of name discrepancy such as OMONIYI and NIYI, should be backed with a name confirmation.
  • *For change of name, the customer should provide us with newspaper publication or marriage certificate.

For further enquiries, please contact us on 02012800800/ 07007367873, Email: – info@leadway-pensure.com

The document required to be provided is shown below:

  • Separation Letter.
  • Confirmation of Pre-Act by Employer.
  • Letter from ex-employer on Accrued Rights of the customer.
  • Bank Account Details (Banker’s Confirmation/Statement of Account/Copy of Cheque leaf).
  • Passport photograph.
  • Duly completed Application Form.

To apply, please download the form here:

The document required to be provided is shown below:

  • Letter of retirement/ disengagement (Retirees) & letter of Employment /Appointment from employer.
  • Personal tax Identification number(TIN)
  • Proof of enrolment with Leadway Pensure PFA or any correspondence.
  • Bank Account Details: Banker’s Confirmation/duly stamped Statement of Account/Copy of Cheque leaf and Bank Verification Number (BVN);
  • Age Declaration/Birth Certificate. (Optional for customer who has been captured).
  • Marriage certificate/ Newspaper publication where applicable.
  • Current Payslip or any evidence of annual total
  • One passport photograph on a white background.
  • National Identity Enrolment Slip issued by the National Identity Management Commission indicating the NIN number.
  • Proof of Address e.g. Utility Bill/Driver’s License/National ID/Voters Card/ Statement of Account.

Please note; it is mandatory to complete the data recapture before application can be processed.

To apply, please download the form here:

We sympathize with you on the loss of your loved one. We are restating our commitment to giving you excellent service below are requirements

Private sector death requirements

  • Certified True Copies of Letter of Administration or Will admitted to Probate.
  • Proof of enrolment with Leadway Pensure PFA Ltd.
  • Passport Picture of the deceased and Next of Kin/Administrator(s) (2 each).
  • Death Certificate or evidence of Death.
  • Estate Account confirmation letter in the name of the deceased, names, passport and signature of the administrator(s) issued, by the bank addressed to Leadway Pensure PFA Ltd.

Where not all administrators on an LOA are signatories to the account of the deceased, Power of Attorney duly certified by the probate registry MUST be provided by those administrator(s) who wants to transfer their powers to the signatory (ies):

  • The new improved National Identification Slip (INS)of next of kin / Administrator(s).

For further enquiries, please contact us on 02012800800/ 07007367873, Email: – info@leadway-pensure.com

Public sector death requirements

  • Death /missing person Notification Form from PFA
  • Proof of enrolment with Leadway Pensure PFA
  • Certified True Copies of Letter of Administration or Will admitted to
  • Passport Picture of the deceased and Next of Kin/Administrator(s) (2 each).
  • Death Certificate or evidence of
  • Estate Account confirmation letter in the name of the deceased, names, passport and signature of the administrator(s) issued, by the bank addressed to Leadway Pensure PFA

Where not all administrators on an LOA are signatories to the account of the deceased, Power of Attorney duly certified by the probate registry MUST be provided by those administrator(s) who wants to transfer their powers to the signatory(ies)

  • National Identification Slip of next of kin / Administrator(s).
  • Copy of stamped payslip /evidence of grade level and step as at June, 2004, January 2007, June 2010, Dec 2013, Dec 2017, as at current year and as at month of demise.
  • Introduction Letter from Ministries, departments and Agencies (MDAs)
  • Letter of introduction from Ministry/Dept./Agency stating the date of birth, date of first appointment, date of death, salary structure, grade level and step as at June 2004, January 2007, June 2010, Dec 2013, Dec 2017, Dec 2019, Dec 2022 and month of death, effective date of transfer of service (where applicable) and name of NOK and the letter should be signed and stamped by the Pension Desk Officer and Higher Authority in Ministry/Dept./Agency
  • Copy of birth certificate/age declaration
  • Record of service (ROS)
  • Copy of Gazette/Letter of First appointment
  • Copy of Transfer of service (if applicable)
  • Promotion Letter and stamped Payslip to Grade level/step as at 30th June 2004 (if Applicable)
  • Promotion Letter and stamped Payslip to Grade level/step between 01 July 2004 and December 2006 (if Applicable)
  • Promotion Letter and stamped Payslip to Grade level/step between January 2007 and December 2009 (if Applicable)
  • Promotion Letter and stamped Payslip to Grade level/step between January 2010 and December 2012 (if Applicable)
  • Promotion Letter and stamped Payslip to Grade level/step between January 2013 and December 2015 (if Applicable)
  • Promotion Letter and stamped Payslip to Grade level/step between January 2016 and December 2018 (if Applicable)
  • Promotion Letter and stamped Payslip to Grade level/step between January 2019 and December 2022 (if Applicable)
  • Promotion Letter and stamped Payslip to Grade level/step as at month of death

For further enquiries, please contact us on 02012800800/07007367873, Email: – info@leadway-pensure.com

 

  • Duly filled Application Form
  • Copy of issued RSA statement
  • A passport photograph
  • Indemnity letter (to PFA from Customer)
  • Written request to access Equity Contributions from RSA
  • Copy of Mortgage Form
  • Mortgage Offer letter (Signed by authorized signatories)
  • Verified Property Offer letter (To show value, type & address of property)
  • Bank details document (of applicant with the Mortgage lender)
  • Indemnity letter (to PFA from Mortgage lender)
  • Consent Forms (as applicable)
  • Evidence of supplementary payment (where is below required Equity contribution)
  • Confirmation letter from employer (private)
  • NIMC Mean of Identification
  • Property titled document
  • Property valuation report

 

  • UPON PENCOM APPROVAL:
  • Confirmation of readiness to disburse in favour the participant
  • Confirmation of Title of Property
  • Insurance policies to cover default, replacement, or reinstatement cost of the property in case of any un-foreseen circumstances.
  • The valuation of the property carried out by a licensed, independent Valuer who is a member of Nigerian Institute of Estate Surveyors & Valuers (NIESV)

Please note; it is mandatory to complete the data recapture before application can be processed.

For further enquiries, please contact us on 02012800800/ 07007367873, Email: info@leadway-pensure.com

 

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