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Personal Retirement Scheme Application Form
Section 1: Personal Details
First Name Last Name Middle Initial Title Organization Street Address City Postal Code Country Work Phone Home Phone FAX E-mail
Section 2: Retirement Benefits
Selected Retirement Age: (max.: 75; min.:50 years) Regular Contributions: Kshs. Per Month: Per Quarter: Per Half Yearly: Per Year: Single (Lumpsum) Contribution: Kshs. Source of Funds: Escalator Option. Regular contribution to escalate at: Nil 5%p.a. 10%p.a. Other rate p.a. Indicate Rate
Section 3: Protection Benefits
Do you wish to include Death-in-Service Benefits? Yes No If yes, then please complete the attached Proposal for Life Assurance.
Section 4: Declaration
I/We confirm that this application form shall form the basis of the contract between me/us and Employee Benefit Trustees Limited. Date:
Note: Commencement
The retirement scheme will commence on an investment basis, immediately the first contribution is received but protection benefits will not apply until acceptance terms are issued in writing by the insurance company.
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