To view the step-by-step guide on how to submit a claim click here.

To see a demonstration of how to claim watch the video below or click here.

Follow the below steps to register on AF Connect:

• Register at https://online.alexforbes.com/ 
• Select "Register" and complete the required fields to complete the registration process. 
• You will be sent a confirmation email or SMS based on the registration contact channel selected. 
• Once registered, login using your AF Connect credentials to view your latest fund value and/or make a savings pot withdrawal claim. 

If you experience any issues with logging in or registering, send an email with your ID number and screenshot of the error message to AFOnlineHelp@alexforbes.com. 

• If you were a member of the Fund on 1 March 2021 and you were 55 years or older, and you remained a member of the Fund until 1 September 2024, you will be automatically excluded from the two-pot retirement system changes unless you opted in. 

Additional Resources:

• A two-pot calculator is available on Alex Forbes' mymoneymatters website https://mymoneymatters.alexforbes.com/twopot.html. Please read the disclaimers on the tool carefully. 
• For the two-pot retirement system newsletter and FAQ, click here.
• To watch the Fund's two-pot seminars, click here. 

Contact the Fund:

If you require any further information regarding two-pot specifically, please email the Fund's dedicated two-pot email address: info@unisarf.co.za