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How do I fill this out?

To fill out the Investment Re-Start Application Form, start by providing your personal details in SECTION 1. Next, indicate your desired re-start amount and select your investment details in SECTION 2 and SECTION 3, respectively. Complete your bank details in SECTION 4 and ensure all information is accurate before submission.

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How to fill out the Investment Re-Start Application Form - National Treasury?

  1. 1

    Read through the form instructions carefully.

  2. 2

    Fill in your personal details and ensure all information is accurate.

  3. 3

    Select your re-start amount and investment options.

  4. 4

    Provide your banking details and attach required documents.

  5. 5

    Review the completed form before submitting.

Who needs the Investment Re-Start Application Form - National Treasury?

  1. 1

    Investors looking to re-start their existing retail savings bonds.

  2. 2

    Individuals who have received accrued interest and wish to reinvest.

  3. 3

    Those who need to update their personal or banking information for investment purposes.

  4. 4

    Customers who are looking for flexible savings options.

  5. 5

    Account holders who prefer to manage their investments directly with National Treasury.

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What are the important dates for this form in 2024 and 2025?

Applications for re-starting investments are processed daily, but must be submitted between the 1st and the 20th of each month. Any applications received after the 20th will be processed in the following month. Ensure to submit your application within the specified dates to avoid delays.

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What is the purpose of this form?

The purpose of the Investment Re-Start Application Form is to enable investors to re-activate their retail savings bonds. This form facilitates the process of either re-investing accrued interest or restarting the original amount invested. By using this application, investors can easily manage their investment strategies.

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Tell me about this form and its components and fields line-by-line.

The form includes several sections for required information such as personal details, investment amounts, and banking information.
fields
  • 1. Full Names & Surname: Your complete legal name.
  • 2. ID Number: Your South African ID number.
  • 3. Investor Number: Unique identifier for your investment account.
  • 4. Date: The date on which the form is completed.
  • 5. Investment Amount: The capital amount you wish to re-start.
  • 6. Bank Details: Your personal bank account information.
  • 7. Signature: Your signature to validate the application.

What happens if I fail to submit this form?

If you fail to submit this form, your investment re-start process will not be initiated. This may result in missing out on potential accrued interest or the opportunity to reinvest funds. It is crucial to ensure the form is completed and submitted correctly.

  • Incomplete Information: Missing details can lead to delays in processing your investment.
  • Incorrect Details: Incorrect personal or banking information may cause your application to be rejected.
  • Late Submission: Submitting after the deadline means your application will be processed the following month.

How do I know when to use this form?

You should use this form when you wish to re-start an existing retail savings bond. This application is specifically for managing your investment and reinvesting accrued interest. It's important to submit this form on time to avoid delays.
fields
  • 1. To Re-invest Earnings: If you are looking to reinvest your accrued interest.
  • 2. To Manage Investments: When you want to adjust the terms of your existing investment.
  • 3. To Update Personal Information: If there are changes in your personal or banking details.

Frequently Asked Question

How do I download the completed form?

After filling out the form, simply click the download button to save your completed application.

Can I edit the form after submitting?

You will need to download the form to edit it after submission.

What type of payment options are available?

You can select from various options outlined in the application form.

How do I submit my form?

You can submit your form via email, fax, or by mailing it to the provided address.

Will I receive confirmation after submission?

Yes, you will receive confirmation via email once your application has been processed.

What if I enter incorrect information?

Please ensure all details are correct before submission to avoid processing delays.

Are there any fees associated with re-starting my investment?

Refer to the terms and conditions in the application for detailed fee information.

Can I use this form for new investments?

No, this form is specifically for re-starting existing investments.

Where can I find assistance if I need help?

You can contact our helpline for assistance with your application.

Is there a deadline for submitting this application?

Applications are processed daily from the 1st to the 20th of each month.

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Investment Re-Start Application Form - National Treasury

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