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Annual child dependant reviews

According to the Scheme Rules, once a dependant turns 21, the principal member must provide proof, on an annual basis, that they support the dependant financially. This proof is required to qualify to pay minor/child dependant rates for the dependant for that year.

Adult contribution rates will apply to dependants between 21 and 26 years of age (up to age 27), unless the principal member provides annual proof that the dependant, who is their child, is:

  • a registered secondary or tertiary student, who is not self-supporting, or
  • permanently disabled.

As a result, we are requesting members to verify the dependency status of each of their dependants aged 21 to 26 by submitting the following documents before 28 February 2015:

Dependant’s status Required documentation
If the dependant earns an income A copy of the most recent payslip/salary advice, commission statement or other income statement.As a guideline, the Scheme uses R3 500 as a threshold level to determine whether a dependant is regarded as being financially dependent.  If the dependant’s income exceeds this amount, the individual no longer qualifies as a dependant and needs to register as a principal member.
If the dependant does not earn an income A completed declaration form confirming that the dependant lives with the principal member and that the principal member is liable for the dependant’s care and support.
If the dependant is permanently disabled A once-off copy of a doctor’s disability report (not older than 6 months) to confirm permanent disability.
If a child is a full-time student Proof of full-time studies, for example, current proof of registration on a letterhead from the registration/administration office of a recognised educational institution.Unfortunately, student cards are not sufficient proof of full-time study.
If a child is a part-time student Proof of part-time studies, for example, current proof of registration on a letterhead from the registration/administration office of a recognised educational institution. Unfortunately, student cards are not sufficient proof of part-time study.ANDA completed declaration form confirming that the child lives with the principal member, the child is not self-supporting and that the principal member is liable for the child’s care and support.