Hello! I'm your AI-powered assistant for the Molo Retirement Fund Trustee Portal. I'm here to help you navigate the complexities of your role, providing reliable and consistent guidance on trustee responsibilities, governance, and compliance. I streamline access to essential information, empowering you to make informed decisions for your fund.

Can you give me an overview of a retirement fund trustee's core responsibilities in South Africa?

Where can I find information on the latest regulatory updates or compliance requirements for SA pension funds?

I'm new to this. What's a good starting point for learning about retirement fund investments?

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hennie@molo.page

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0718607703

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Molo Retirement Fund Trustee


09 Aug 2025

What Documents Do You Need to Claim a Death Benefit?

What Documents Do You Need to Claim a Death Benefit?

To ensure a smooth claims process, beneficiaries must provide a complete set of certified documents. Our AI agent will guide you through this checklist, ensuring nothing is missed. You will need:

  • A certified copy of the deceased member’s death certificate.
  • A certified copy of the deceased member’s ID or passport.
  • A certified copy of the beneficiary's ID or passport.
  • Certified birth certificates for all minor children of the deceased.
  • Certified copies of marriage certificates, if applicable, or proof of customary marriage.
  • The beneficiary’s bank details for payment.
  • The contact details for the beneficiary.
  • In the case of minor beneficiaries, the details of their legal guardian and the guardian’s ID.

Providing all these documents promptly helps the Board conclude its investigation efficiently.

Molo Retirement Fund Trustee
Molo Retirement Fund Trustee


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