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Financial Literacy Programme

Published by ryno, 2019-03-08 03:06:25

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CHECKLIST FOR BENEFICIARY DOCUMENTATION Beneficiary Surname: ____________________________________ Beneficiary Industry No: ____________________________________ INITIAL DOCUMENTS REQUIRED IF ATTACHED FINANCIAL LITERACY PROGRAMME MBOD / CC0D Forms Nomination Form 20 March 2019 Certified Death Certificate of the Deceased Certified ID/Passport Copy of the Deceased Certified Beneficiary’s Copy ID/Passport Certified Marriage Certificate Banking Details on the V47 of Beneficiary filled in by the Bank 1 month Bank Statement from the Bank Bank Form GW24/80 signed by the Beneficiary Letter of Authority from the Court Fingerprints Form - GW24/17 CONTACT DETAILS Tel: 0800 58 74 42 / 0800kuriha (toll free in South Africa) E-mail: [email protected] A HARMONY RECONNECT INITIATIVE

INTRODUCTION PROCESS This unique programme intended for ex-miners with unpaid social Financial literacy programme will be offered by the Absa Service benefits – financial literacy (Basic Training), offers an opportunity to Providers at Absa bank in Virginia for two hours in following preferred obtain the foundational education and fundamentals of handling money languages: English, Sotho and Xhosa. issues. Manual capturing of V13 form and completion of the full CCOD claim OBJECTIVE packs. To provide financial literacy education / programme for scheduled CONFIRMED DATE clients with unpaid occupational lung disease and Mine Workers Provident Fund credits. VENUE: Absa Bank - Virginia TARGET POPULATION DATE: 20 March 2019 Who should attend? TIME: 08:30 • Ex-Miners with unpaid social benefits • Beneficiaries of social benefits Initial focus area in the Free State Province This will include: • Theunissen • Virginia including Meloding • Welkom including Bronville and Thabong • Odendaalsrus • Allenridge DATA VERIFICATION We currently have 106 Absa clients with unpaid claims. Data will be sent to MBOD to confirm outstanding claims. The RECONNECT Team will call all potential clients for scheduling and advice on required documentations to bring along for opening a new bank account, as suggested by the Absa Head office. A personalised introduction and overview of the benefits and processes to be explained in the vernacular. Ample time for questions and answers will have to be provided.

INTRODUCTION PROCESS This unique programme intended for ex-miners with unpaid social Financial literacy programme will be offered by the Absa Service benefits – financial literacy (Basic Training), offers an opportunity to Providers at Absa bank in Virginia for two hours in following preferred obtain the foundational education and fundamentals of handling money languages: English, Sotho and Xhosa. issues. Manual capturing of V13 form and completion of the full CCOD claim OBJECTIVE packs. To provide financial literacy education / programme for scheduled CONFIRMED DATE clients with unpaid occupational lung disease and Mine Workers Provident Fund credits. VENUE: Absa Bank - Virginia TARGET POPULATION DATE: 20 March 2019 Who should attend? TIME: 08:30 • Ex-Miners with unpaid social benefits • Beneficiaries of social benefits Initial focus area in the Free State Province This will include: • Theunissen • Virginia including Meloding • Welkom including Bronville and Thabong • Odendaalsrus • Allenridge DATA VERIFICATION We currently have 106 Absa clients with unpaid claims. Data will be sent to MBOD to confirm outstanding claims. The RECONNECT Team will call all potential clients for scheduling and advice on required documentations to bring along for opening a new bank account, as suggested by the Absa Head office. A personalised introduction and overview of the benefits and processes to be explained in the vernacular. Ample time for questions and answers will have to be provided.

CHECKLIST FOR BENEFICIARY DOCUMENTATION Beneficiary Surname: ____________________________________ Beneficiary Industry No: ____________________________________ INITIAL DOCUMENTS REQUIRED IF ATTACHED FINANCIAL LITERACY PROGRAMME MBOD / CC0D Forms Nomination Form 20 March 2019 Certified Death Certificate of the Deceased Certified ID/Passport Copy of the Deceased Certified Beneficiary’s Copy ID/Passport Certified Marriage Certificate Banking Details on the V47 of Beneficiary filled in by the Bank 1 month Bank Statement from the Bank Bank Form GW24/80 signed by the Beneficiary Letter of Authority from the Court Fingerprints Form - GW24/17 CONTACT DETAILS Tel: 0800 58 74 42 / 0800kuriha (toll free in South Africa) E-mail: [email protected] A HARMONY RECONNECT INITIATIVE


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