LOCAL AUTHORITIES SUPERANNUATION FUND ACT: INDEX TO SUBSIDIARY LEGISLATION
Local Authorities Superannuation Fund (Board) Rules
Local Authorities Superannuation Fund (Prescription of Dates of Retirement) Rules
Local Authorities Superannuation Fund (Pension Management) Rules
LOCAL AUTHORITIES SUPERANNUATION FUND (BOARD) RULES
[Section 41]
Arrangement of Rules
Rule
1. Title
2. Interpretation
3. Composition of Board
4. Tenure of office
5. Vacancy of member
6. Meetings
7. Notice of meetings
8. Minutes of proceedings
9. Custody of minutes and common seal
10. Affixation of common seal
11. Voting and Board meeting
12. Quorum
13. Committees of Board
14. Allowances
14A. Disclosure of interest
SI 61 of 1992,
SI 66 of 1998,
SI 74 of 1998,
SI 67 of 2019,
SI 4 of 2023.
[Rules by the Minister]
These Rules may be cited as the Local Authorities Superannuation Fund (Board) Rules.
(1) The provisions of the Interpretation and General Provisions Act shall apply to these Rules as if these had been made by Statutory Instrument.
(2) In these Rules—
"associate" has the meaning assigned to the word in the Anti-Corruption Act;
[Ins by rule 2 of SI 4 of 2023.]
"Emoluments Commission" means the Emoluments Commission established under the Constitution;
[Ins by rule 2 of SI 4 of 2023.]
"Legally disqualified" means the absence of Legal capacity as provided in Section 4 of the Mental Health Act;
[Ins by rule 2 of SI 4 of 2023.]
"member" means a member of the Board;
"Managing Director" means the person appointed Chief Executive under sub-section (2) of section 9 of the Act;
[Am by rule 5 of SI 67 of 2019.]
"relative" has the meaning assigned to the word in the Anti-Corruption Act.
[Ins by rule 2 of SI 4 of 2023.]
(1) The The Board shall consist of the following part-time members appointed by the Minister—
(a) a representative each from the Ministry responsible for—
(i) Local Government; and
(ii) Finance;
(b) a representative of the Attorney-General;
(c) a representative of the trade unions operating in the associated authorities;
(d) a representative of the associated authorities; and
(e) two persons with proven knowledge and experience in pension fund management.
(2) The managing Director shall be an ex-officio member of the Board.
(3) The ministries and institutions refered to under subrule (1)(a), (b), (c) and (d) shall nominate their representatives for appointment by the Minister.
(4) The Minster shall appoint a Chairperson of the Board from among the members.
(5) The members shall elect the Vice-Chairperson from among themselves.
(6) A member may, where the member is for any reason unable to attend a meeting of the Board, nominate another person in writing from the same ministry or institution to amend a meeting of the Board in that member’s stead and that person shall be deemed to be a member for the purpose of that meeting.
[Rule 3 subs by rule 3 of SI 4 of 2023.]
(1) A member of the Board shall, subject to the provisions of the Act and these Rules, hold office for a term of three years and may be re-appointed for a further and final term of three years.
(2) A member shall, on the expiration of the period for which that memeber is appointed, continue to hold office untill a successor is appointed, but in no case shall the further period exceed three months.
[Rule 4 subs by rule 4 of SI 4 of 2023.]
(1) The office of a member becomes vacant if that member—
(a) dies;
(b) is adjudged bankrupt;
(c) is absent from three consecutive meetings of the Board of which the member has had notice, without the prior approval of the Board;
(d) resigns, on giving one month’s notice to the Minister;
(e) is legally disqualified from performing the functions of a member;
(f) ceases to be a member of the ministry or institution which nominated the member; or
(g) is convicted of an offence under any other written law and sentenced to imprisonment for a term exceeding six months without the option of a fine.
(2) The Minister shall, where the office of a member becomes vacant before the expiry of the term of office, appoint another member in place of that member, but that member shall hold office as a member only for the unexpired part of the term of the Board.
[Rule 5 subs by rule 5 of SI 4 of 2023.]
(1) The Board shall meet for the transaction of business at least once in every three months at a place and time that the Chairperson may determine.
[Rule 6(1) subs by rule 3 of SI 67 of 2019.]
(2) A special meeting of the Board shall be called by the Chairman within 21 days of the receipt by him of a written request in that behalf signed by a majority of the members.
(3) Meetings of the Board shall be held in Lusaka provided that where the situation so warrants the Chairman may convince a meeting to be held outside Lusaka.
Meetings of the Board shall be called by the Managing Director who shall give members not less than seven days' notice in writing of such a meeting.
[Rule 7 am by rule 5 of SI 67 of 2019.]
Minutes of the proceedings of every meeting of the Board shall be regularly entered into a book to be kept for that purpose and such minutes shall be evidence that they are a correct record by the Chairman or by the person presiding over that meeting.
9. Custody of minutes and common seal
The Managing Director shall be responsible for the safe custody of the book of minutes and of the common seal of the Board.
[Rule 9 am by rule 5 of SI 67 of 2019.]
The common seal of the Board shall be deemed to be correctly affixed to any document if so affixed in the presence of the Managing Director and two senior members of the management not below the rank of head of department.
[Rule 10 am by rule 5 of SI 67 of 2019.]
(1) Any question proposed for decision by the Board shall be determined by a majority of the votes of the members present and voting at a meeting of the Board at which there is a quorum.
(2) At a meeting of the Board each member present shall have vote on a question proposed for decision by the Board and, in the event of an equality of votes, the Chairman shall have a casting vote in addition to his deliberative vote.
The Chairman or the Vice-Chairman and any four members shall constitute a quorum.
[Rule 12 am by rule 4 of SI 67 of 2019; rule 6 of SI 4 of 2023.]
(1) The Board may, for the purpose of performing its functions under the Act, constitute a committee as it considers necessary and delegate to the committee any of its functions.
(2) The Board may appoint, as members of a committee, persons who are or are not members of the Board except that at least one member of the Board shall be a member of a committee.
(3) A member of the Board shall be the chairperson of a committee.
(4) A member of a committee shall hold office for a period that the Board may determine.
(5) A committee shall have the power to invite any person whose presence, in its opinion, is desirable to attend and participate in the deliberations of the meeting of the committee but that person shall have no vote.
(6) Subject to any specific or general direction of the Board and other provisions of this rule, a committee may regulate its own procedure at a meeting.
[Rule 13 subs by rule 7 of SI 4 of 2023.]
A member of the Board or any committee of the Board shall be paid allowances that the Emoluments Commission may, on the recommendation of the Minister, determine.
[Rule 14 subs by rule 8 of SI 4 of 2023.]
(1) If any person is present at a meeting of the Board or a committee of the Board at which any matter, in which that person or any member of that person’s relative or associate is directly or indirectly interested in a private capacity, is the subject of consideration, that person shall, as soon as practicable during the meeting disclose that interest and shall not, unless the Board or the committee otherwise directs, take part in any consideration or discussion of, or vote on, any question relating to that matter.
(2) A disclosure of interest made under this rule shall be recorded in the minutes of the meeting at which the disclosure is made.
[Rule 14A ins by rule 9 of SI 4 of 2023.]
LOCAL AUTHORITIES SUPERANNUATION FUND (PRESCRIPTION OF DATES OF RETIREMENT) RULES
[Sections 26 and 41]
Arrangements of Rules
Rule
1. Title
2. Dates of retirement for certain members
SI 84 of 1997.
These Rules may be cited as the Local Authorities Superannuation Fund (Prescription of Dates of Retirement) Rules.
2. Dates of retirement for certain members
Any member who is in receipt of a notice of retirement prior to the 12th December, 1996, may retire on the expiration of six months from 12th December, 1996:
Provided that a member to whom this rule applies who does not wish to retire in accordance with this rule, shall notify the employment local authority by 31st July, 1997.
LOCAL AUTHORITIES SUPERANNUATION FUND (PENSION MANAGEMENT) RULES
[Section 41]
Arrangement of Rules
Rule
PART I
PRELIMINARY PROVISIONS
1. Title
2. Interpretation
PART II
REGISTRATION
3. Registration of local authority or public body
4. Registration of eligible employee
PART III
CONTRIBUTIONS
5. Contribution schedules
6. Reconciliation of contribution
7. Contributions made in error
8. Contributions on secondment
9. Failure to pay or remit contribution
PART IV
MEMBER’S RECORD
10. Contribution statements
11. Maintenance of records
12. Confidentiality of member’s records
13. Amendment of records
14. Archiving of member’s record
15. Registers of members
PART V
BENEFITS
16. Accrual of retirement benefit
17. Adjustment of benefit
18. Submission of claims
19. Determination of date of birth
20. Submission of life certificate by member
21. Affirmation of widow status
PART VI
GENERAL PROVISIONS
22. Change of particulars
23. Prohibition of publication or disclosure of information to unauthorised persons
24. Suspension of benefit payment
25. Appeals
SI 16 of 2022.
PART I
PRELIMINARY PROVISIONS
These Rules may be cited as the Local Authorities Superannuation Fund (Pension Management) Rules.
In these Rules, unless the context otherwise requires—
"associated authority" has the meaning assigned to the words in the Act;
"beneficiary" means a person receiving a benefit other than a member;
"Board" means a Board established under section 5 of the Act;
"contribution statement" means a member’s record of contributions;
"dependant" has the meaning assigned to the word in the Act;
"eligible employee" has the meaning assigned to the words in the Act;
"inactive member" means—
(a) a member who is in receipt of an annuity, but whose record has been dormant for a period of five years or more; or
(b) a contributing member whose contributions have not been received for a continuous period of 12 months;
"member" has the meaning assigned to the word in the Act;
"personal representative" has the meaning assigned to the words in the Wills and Administration of Testate Estate Act; and
"public body" has the meaning assigned to the words in the Public Finance Management Act, 2018.
PART II
REGISTRATION
3. Registration of local authority or public body
(1) A local authority or public body shall apply to the Board for registration in Form I set out in the Schedule.
(2) The Board may, within 60 days of receipt of an application under sub-rule (1), grant or reject the application.
(3) The Board shall, where the Board rejects an application under sub-rule (2), inform the applicant, in writing, and give reasons for the rejection.
(4) The Board shall, where the Board grants an application under sub-rule (2), inform the applicant in writing.
(5) The Board shall, within 14 days of granting the application, register a local authority or public body as an associated authority of the Fund and assign the associated authority an—
(a) effective date of registration; and
(b) employer number for the purposes of the Fund.
4. Registration of eligible employee
(1) An associated authority shall register an eligible employee with the Fund as a member within 90 days of being admitted as an associated authority in Form II set out in the Schedule.
(2) Subject to sub-rule (1), an associated authority shall register a subsequent eligible employee with the Fund as a member within 30 days of the date of appointment of the eligible employee.
(3) The Fund shall, within 14 days of registration of an eligible employee as a member in accordance with sub-rules (1) and (2), assign the member—
(a) an effective date of registration; and
(b) a social security number for the purposes of the Fund.
PART III
CONTRIBUTIONS
An associated authority shall submit contribution schedules to the Board on the 7th day of the month following the month when emoluments are earned by a member as set out in Form III of the Schedule.
6. Reconciliation of contribution
An associated authority and the Board shall conduct an annual reconciliation of contributions before the end of the first quarter of the following year for purposes of ensuring compliance with the Act and these Rules.
7. Contributions made in error
(1) The Board may, on its own motion, refund to a member contributions made in error to the Fund.
(2) A member or personal representative of a deceased member may apply to the Board for a refund of a contribution made in error in Form IV set out in the Schedule.
(3) The Board may, within 30 days of receipt of an application under sub-rule (2), grant or reject the application.
(4) The Board shall, where it rejects an application under sub-rule (3), inform the applicant in writing, and give reasons for the rejection.
(5) The Board shall, where it grants an application under sub-rule (3), inform the applicant, in writing, and remit the refund to the member or personal representative.
(6) Despite sub-rule (5), the Board may retain the whole or part of the amount to be refunded to a member or personal representative eligible for a refund and apply it to an outstanding debt.
8. Contributions on secondment
(1) Where a member is seconded by an associated authority to an institution that is not an associated authority, the period that the member is seconded shall not be reckoned when calculating the continuous service of the member under the Act.
(2) A member who wishes to have the period referred to under sub-rule (1) reckoned when calculating the continuous service, shall apply to the Board to continue making contributions based on the last salary received prior to the secondment in Form V set out in the Schedule.
(3) The Board shall, within 30 days of receipt of an application under sub-rule (2), grant or reject the application.
(4) The Board shall, where it rejects an application under sub-rule (3), inform the applicant, in writing, and give reasons for the rejection.
(5) The Board shall, where it grants the application under sub-rule (3), inform the applicant, in writing, and that the applicant shall continue to remit contributions accordingly.
(6) The contributions referred to in this rule shall cover both the amount payable by the member and the associated authority.
9. Failure to pay or remit contribution
An associated authority that fails to pay a contribution or remit a contribution of a member due to the Fund commits an offence and is liable, on conviction, to a fine not exceeding two thousand five hundred penalty units or to imprisonment for a term not exceeding two years, or to both.
PART IV
MEMBER’S RECORD
The Board shall furnish every member with a contribution statement on an annual basis.
(1) The Board shall cause to be kept proper records of members who are—
(a) currently contributing to the Board;
(b) in receipt of a lump sum;
(c) in receipt of an annuity; and
(d) in receipt of a refund.
(2) The records referred to under sub-rule (1) shall be kept in the custody of the Managing Director at the registered offices of the Fund, shall be open to that member for inspection during normal office hours.
12. Confidentiality of member’s records
(1) A member’s record or any other information relating to a member under the Fund is confidential.
(2) Despite sub-rule (1)—
(a) a member shall have the right to access that member’s record maintained by the Board;
(b) a personal representative of a deceased member shall have the right to request and access information relating to the deceased member’s record; or
(c) an associated authority may request for information relating to a member as determined by the Board.
(3) A request for information relating to a member under sub-rule (2)(b) and (c) shall be made in writing and signed by the personal representative, or a chief executive officer or the head of a human resource management department of an associated authority.
(1) A member who on inspection of a member’s record, intends to amend an erroneous entry on the record with the Board, shall apply to the Board in Form VI set out in the Schedule.
(2) The Board shall, within 30 days of receipt of an application under sub-rule (1), grant or reject the application.
(3) The Board shall, where it—
(a) rejects the application, inform the applicant, in writing and give reasons for the rejection; or
(b) grants the application, inform the applicant, in writing and amend the member’s record accordingly.
14. Archiving of member’s record
The Board shall archive a member’s record who is over the age of 100 years and who has not claimed their annuity in the last 120 months or more.
(1) The Board shall maintain registers of members and associated authorities, in a manner determined by the Board.
(2) The Board shall enter in the registers referred to under sub-rule (1), the details and particulars relating to—
(a) associated authorities registered with the Fund;
(b) active members;
(c) inactive members; and
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(d) any other information that the Board may determine.
(3) The registers referred to under sub-rule (1), shall be kept in the custody of the Managing Director at the registered offices of the Fund, and shall be open for inspection by members during office hours on payment of a fee as the Board may determine.
(4) The Managing Director shall, on the direction of the Board, cause copies of a register and any alterations of, or additions to, the register to be printed and published in a manner and form that the Board may determine.
(5) Subject to these Rules, a copy of the last published and printed register shall be prima facie evidence of what is contained in the register and the absence of the name of a member or associated authority shall be prima facie evidence that the member or associated authority is not registered.
PART V
BENEFITS
16. Accrual of retirement benefit
(1) A retirement benefit shall start accruing on a member’s last working day.
(2) A member’s retirement benefit shall cease to accrue where a member is over the age of 100 years and has not made a claim for an annuity in the last 120 months or more.
(1) Subject to the Constitution, the Board may adjust the minimum benefit to be paid to a member that the Board may determine.
(2) An adjustment of the minimum benefit is valid if the adjustment is supported by financial performance of the Fund and actuarial advice from an actuary.
(1) A member, dependant or personal representative shall submit a claim for a benefit to the Board in Form VII(a) set out in the Schedule.
(2) A claim made under sub-rule (1) shall be—
(a) certified by an associated authority in Form VII(a) set out in the Schedule; and
(b) accompanied by bank details in Form VII(b) set out in the Schedule.
(3) The Board shall return a claim referred to in sub-rule (1) to a member, dependant or personal representative if the claim is incomplete and request the member, dependant or personal representative to complete the form.
(4) The Board shall, on receipt of a complete claim made under this rule, assess the claim and pay a benefit to a member or beneficiary.
19. Determination of date of birth
The Board shall, where a member, dependant or personal representative submits a national registration card for a member that only indicates the year of birth of that member deem the date of birth of the member as the 1st of July of the year indicated on the national registration card for the purposes of recording and computing the member’s retirement benefit.
20. Submission of life certificate by member
(1) A member below the age of 75 shall submit to the Board a Life Certificate every two years in Form VIII set out in the Schedule.
(2) A member aged 75 and above shall submit to the Board a Life Certificate every year in Form VIII set out in the Schedule.
(3) A benefit shall not be paid where a member has not submitted a Life Certificate in accordance with sub-rules (1) or (2).
21. Affirmation of widow status
A widow receiving an annuity shall submit to the Board an affirmation of widow status in Form IX set out in the Schedule to enable the Board assess the widow’s continued eligibility to receive an annuity.
PART VI
GENERAL PROVISIONS
Subject to section 46 of the Act, a member or an associated authority shall notify the Managing Director in writing, of a change in the particulars of that member or associated authority for the purposes of the Fund, within 14 days of that change.
23. Prohibition of publication or disclosure of information to unauthorised persons
(1) A person shall not, without the consent, in writing, given by or on behalf of the Board, publish or disclose to any person, otherwise than in the course of that person’s duties, the contents of a document, communication or information which relates to, and which comes to that person’s knowledge in the course of that person’s duties under the Act and these Rules.
(2) A person who contravenes sub-rule (1) commits an offence and is liable, on conviction, to fine not exceeding two thousand five hundred penalty units or to imprisonment for a term not exceeding two years, or to both.
(3) A person who, having information which to the knowledge of that person has been published or disclosed in contravention of sub-rule (1), unlawfully publishes or communicates the information to another person, commits an offence and is liable, on conviction, to a fine not exceeding two thousand five hundred penalty units or for imprisonment for a term not exceeding two years, or to both.
24. Suspension of benefit payment
(1) The Board shall suspend payment of a benefit where—
(a) a member fails to submit a Life Certificate in accordance with rule 20; or
(b) a widow fails to submit an affirmation of widow status in accordance with rule 21.
(2) The Board may, before suspending the payment of a benefit under sub-rule (1), notify the member or widow of the Board's intention to suspend payment of benefit and shall—
(a) give reasons for the intended suspension; and
(b) require the member or widow to—
(i) show cause, within a reasonable period that the Board may specify in the notice, why the payment of a benefit should not be suspended; or
(ii) remedy the default.
(3) The Fund shall not suspend the payment of a benefit if the member or widow takes remedial measures to the satisfaction of the Fund within the period specified under sub-rule (2).
(4) The suspension under this rule shall be lifted where a member or widow takes the necessary steps required to enable the Board to resume payment of a benefit in accordance with the Act or these Rules.
(5) The Board shall, where it suspends payment of a benefit, publish the suspension, in a daily newspaper of general circulation in the Republic.
A person aggrieved with the decision of the Board under these Rules may appeal to the Minister.
[Rule 3, 4, 5, 7, 8, 13, 18, 20 and 21]
Form I
[Rule 3(1)]
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The Local Authorities Superannuation Fund (Pension Management) Rules, 2022 |
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EMPLOYER REGISTRATION FORM |
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INSTRUCTIONS |
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• Please ensure that you complete all the details. |
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• Use capital letters only and in indelible ink. |
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• Submit copy of Company Incorporation/Registration Documents. |
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• Submit copy of Resolution by Governing Body of intention to be admitted to membership of the Fund. |
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Part A [APPLICANT DETAILS] |
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Name of Employer: .............................................................................................................. |
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Nature of Business: ............................................................................................................. |
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Employer Category: |
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Local Authority Public Body |
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Number of employees in permanent and pensionable employment: ........................................ |
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Physical Address: ............................................................................................................. |
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Postal Address: ................................................................................................................ |
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Telephone Number: ........................................ Mobile Number: ........................................... |
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Fax Number: ........................................ E-mail Address: .................................................... |
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Part B [DETAILS OF AUTHORISED REPRESENTATIVES] |
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1. Name: .................................................. Position: ................................................... |
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Telephone Number: .................................... Mobile Number: ..................................... |
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Signature: ........................................... Date: .......................................................... |
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2. Name: .................................................. Position: .................................................... |
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Telephone Number: .................................... Mobile Number: ............................ |
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Signature: ........................................... Date:................................................. |
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DECLARATION |
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I/We declare that the information submitted above is correct to the best of my knowledge. |
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Part C [OFFICIAL USE] |
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Date registered with LASF ............................................................................................... |
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DD/MM/YYYY |
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Approved By: |
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Name ................................................................................................................................ |
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Designation ..................................................................................................................... |
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Date .................................................................................................................................. |
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Account number allocated .............................................................................................. |
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Form II
[Rule 4(1)]
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The Local Authorities Superannuation Fund (Pension Management) Rules, 2022 |
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EMPLOYEE REGISTRATION FORM |
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INSTRUCTIONS |
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• Please ensure that you complete all the details. |
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• Use capital letters only and in indelible ink. |
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• List down the names of all the beneficiaries. |
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• Submit a certified copy of National Registration Card of member. |
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• Submit a certified copy of proof of marriage, if married. |
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• Submit certified copies of birth certificate or proof of adoption if beneficiary is a minor. |
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• Submit passport size photos for the applicant and all beneficiaries. |
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PART 1 - PERSONAL DETAILS |
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NRC Number: ........................................ |
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Title: Dr Mr Mrs Miss [Tick where appropriate] |
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Surname: ........................................ Other Names: .......................................................... |
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Date of Birth: ........................................ Gender: ............... Marital Status: ......................... |
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Residential Address: .......................................................................................................... |
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Postal Address: ................................................................................................................ |
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........................................................................................................................................ |
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Telephone Number: ................................. Cell Phone Number: ........................................... |
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Fax Number(s): ........................................ Right Thumb Print: ............................................ |
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E-mail address: ....................................... |
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PART 2 - EMPLOYMENT DETAILS |
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Employer Account Number: ................................................................................................. |
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Name of employer: ........................................................................................................... |
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Date of employment: .......................................................................................................... |
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Occupation/Position: ......................................................................................................... |
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Province: ....................................................... Town: ....................................................... |
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PART 3 - DETAILS OF BENEFICIARIES |
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Name |
NRC. No. |
Relationship |
Date of birth |
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NOTES |
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• Supply fresh details in LASF Form VII every time there is a change in the information provided above. |
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• This declaration remains valid until it is changed in writing. |
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• If the space provided for dependants is insufficient, please use a separate sheet of paper. |
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• Please include the details of spouse(s) and parents on the list of beneficiaries. |
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PART 4 - DECLARATION BY THE MEMBER |
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I declare that the details I have supplied above are correct to the best of my knowledge. |
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............................................... ........................................ |
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PART 5 - CERTIFICATION BY THE EMPLOYER |
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Name: ................................................................................................................................ |
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Position: ............................................................................................................................. |
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Signature: ........................................................................................................................... |
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Date: .................................................................................................................................. |
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FOR THE FUND’S OFFICIAL USE ONLY |
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Registered by: .................................................................................................................... |
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Position: ............................................................................................................................ |
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Staff Number: ..................................................................................................................... |
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Date: .................................................................................................................................. |
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Social Security Number for the member: ................................................................................ |
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Date joined the Fund: ........................................................................................................... |
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Form III
[Rule 5]
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The Local Authorities Superannuation Fund (Pension Management) Rules, 2022 |
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CONTRIBUTION SCHEDULE |
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[EMPLOYER NAME] |
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Employer Number: ............................................. |
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Contribution Period: ............................................ |
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S/N |
Social Security No. |
NRC |
Surname |
Other Names |
Date of Birth |
Gender |
Date of Joining |
Pensionable Emoluments |
Employee Contribution |
Employer Contribution |
Total Contribution |
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Rate |
Amount |
Rate |
Amount |
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>
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Name |
Signature |
Date |
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Prepared by: .......................... |
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Checked by: .......................... |
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Approved by: .......................... |
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Form IV
[Rule 7(2)]
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The Local Authorities Superannuation Fund (Pension Management) Rules, 2022 |
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APPLICATION FOR REFUND OF ERRONEOUS CONTRIBUTIONS |
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INSTRUCTIONS |
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• Please ensure that you complete all the details. |
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• Use capital letters only and in indelible ink. |
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• Submit certified copy of current pay statement (if applicable). |
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• Submit certified copies of pay statements during period of erroneous contributions. |
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• Form to be certified by authorised officer from the current employer or final employer in the case of a member that has left employment. The authorised officer shall be the Chief Executive Officer or the Head of the Human Resource function of the employer or previous employer. |
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PART A: MEMBER DETAILS |
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Surname: ............................................... Forename(s): ...................................................... |
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NRC Number: ......................................... Social Security No.: ............................................... |
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Date of Birth: .......................................... Date of Joining the Fund: ...................................... |
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Address: .............................................................................................................................. |
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Cell No.: .................................................. E-mail Address: .................................................... |
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Current Employer (if any): ..................................................................................................... |
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Employer Number: ............................................................................................................... |
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Reason for Refund: ............................................................................................................. |
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Refund Period: From ........................................ to ............................................................... |
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Employer at time of erroneous contribution: ........................................................................... |
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PART B: PREVIOUS EMPLOYMENT DETAILS |
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Name of Previous Authorities (If applicable) |
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1 ........................................ From ........................................ To ........................................ |
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2 ........................................ From ........................................ To ........................................ |
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3 ........................................ From ........................................ To ........................................ |
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PART C: DECLARATION BY MEMBER |
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I declare that the details I have supplied above are correct to the best of my knowledge. |
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.................................................... ................................................... |
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Member's signature Date |
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PART D: CERTIFICATION BY THE EMPLOYER |
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It is certified that the above information is correct. |
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Name: ................................................... Signature: ........................................................ |
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Designation: ........................................................... |
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PART E: FOR THE FUND’S OFFICIAL USE ONLY |
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Received by: ................................................................. |
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Position: ....................................................................... |
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Staff Number: ............................................................... |
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Date: ............................................................................ |
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Form V
[Rule 8(2)]
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The Local Authorities Superannuation Fund (Pension Management) Rules, 2022 |
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CONTRIBUTIONS WHILE ON SECONDMENT |
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INSTRUCTIONS |
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• Please ensure that you complete all the details. |
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• Use capital letters only and in indelible ink. |
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• Submit certified copy of current pay statement. |
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• Submit certified copy of approved secondment minute. |
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• Form to be certified by authorised officer from the current employer. The authorised officer shall be the Chief Executive Officer or the Head of the Human Resource function of the employer. |
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PART A: MEMBER DETAILS |
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Surname: ............................................... First Name(s): ...................................................... |
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NRC Number: ......................................... Social Security No.: ............................................... |
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Date of Birth: .......................................... Marital Status: ...................................................... |
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Cell No.: .................................................. E-mail Address: .................................................... |
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Current employer name: ....................................................................................................... |
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Department: ........................................... Position: .............................................................. |
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Date of joining the Fund: ..................................................................................................... |
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Effective date of secondment: .............................................................................................. |
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Pensionable emoluments at date of secondment: ZMW ......................................................... |
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Name of employer where seconded: ...................................................................................... |
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History of other secondments (If applicable) |
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1 ................................................ From ........................................ To ................................. |
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2 ................................................ From ........................................ To ................................. |
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Address while on secondment .............................................................................................. |
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........................................................................................................................................... |
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PART B: CERTIFICATION BY THE SECONDING EMPLOYER |
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It is certified that the above information is correct. |
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Name: ............................................... Signature: .................................. |
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Designation: ......................... |
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PART C: DECLARATION/UNDERTAKING BY MEMBER |
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I declare that the details I have supplied above are correct to the best of my knowledge. |
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I further undertake that I shall make employer/employee contributions to the Fund on or before the 7th day of the month following the month when emoluments are earned, for the duration of my secondment, failing which, the period shall not be reckoned as part of my continuous service. |
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.................................................... ................................................... |
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Member's signature Date |
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PART D: FOR THE FUND’S OFFICIAL USE ONLY |
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Received by: ........................................................... |
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Position: ................................................................. |
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Date: ...................................................................... |
Form VI
[Rule 13(1)]
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The Local Authorities Superannuation Fund (Pension Management) Rules, 2022 |
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APPLICATION FOR AMENDMENT OF RECORD |
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INSTRUCTIONS |
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• Please ensure that you complete all the details. |
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• Use capital letters only and in indelible ink. |
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• Section Code refers to the Section under which employee exited employment (where applicable). |
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• Application must be accompanied by any relevant documents supporting the proposed correction. |
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• If the space provided is insufficient, please use a separate sheet of paper. |
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A. DETAILS OF MEMBER |
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Name: ................................................................ |
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NRC No.: ...................................... / ................./..................... |
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Employer Name: ....................................................................... |
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Employer No.: .......................................................................... |
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Date of Birth: ........................................................................... |
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Date of Joining: ........................................................................ |
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Social Security No.: .................................................................. |
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Date of Termination: ................................................................. |
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Section Code: .......................................................................... |
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Proposed Correction: ................................................................ |
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Reason for Correction: ............................................................... |
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....................................................................................................................................... |
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....................................................................................................................................... |
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....................................................................................................................................... |
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I declare that the details l have supplied above are correct to the best of my knowledge. |
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.................................................... ................................................... |
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Signature Date |
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FOR OFFICIAL USE ONLY |
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B. RECORD APPRAISED BY: |
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Name: ........................................ Signature: .................................... Date: ........................ |
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Section head |
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C. RECOMMENDATION |
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Comments: |
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................................................................................................................................... |
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................................................................................................................................... |
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Signature: .............................................. Date: ................../..................../............... |
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For/Director Contributions & Benefits |
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D. APPROVAL |
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Granted |
Rejected |
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Comments: |
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........................................................................................................................................... |
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Signature: ................................... Date: ..................................../...................../............... |
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Managing Director |
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Form VII(a)
[Rule 18(1)]
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The Local Authorities Superannuation Fund (Pension Management) Rules, 2022 |
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CLAIM FORM |
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The Managing Director |
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Dear Sir/Madam, |
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APPLICATION FOR BENEFITS FROM THE FUND |
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(To be completed by an employee/personal representative of the deceased member’s estate on qualifying for a benefit) |
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Please forward the benefits payable to me using the bank details indicated on LASF Form VII(b) as a result of termination of my services with ..................................................................... on ............................................ due to ...................................................... |
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I certify that I am not transferring to employment with another Associated Authority subject to the Local Authorities Superannuation Fund Act and undertake to refund the full amount of the benefits together with interest at the rate of 4% per annum in the event that I get employed with any Associated Authority within twelve months from the date of my termination of services. |
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I further agree to the lien in the amount of K.......................................... exercised on my benefits in accordance with section 45(2) of the LASF Act. |
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Yours faithfully, |
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.................................................... ................................................... |
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Name Signature |
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PART A: MEMBER'S PERSONAL DETAILS |
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(To be completed by the member/personal representative) |
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Surname: ................................................. First Name(s): ....................................... |
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NRC Number: .......................................... Social Security No.: ................................. |
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Date of Birth: ........................................... Gender: ................................................. |
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Marital Status: ....................................................................................................... |
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Name of Employer: .................................. Employer Number: ................................. |
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Position Held: .......................................... Department: .......................................... |
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Date of Joining the Fund: .......................... Date of Termination: ............................... |
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Name of Previous Authorities (If applicable) |
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1 ............................................ From ............................ To ................................... |
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2 ............................................ From ............................ To ................................... |
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3 ............................................ From ............................ To ................................... |
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Address ............................................................................................................... |
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............................................................................................................... |
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............................................................................................................... |
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............................................................................................................... |
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Contact Phone/Cell No.: ......................................................................................... |
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E-mail Address: ..................................................................................................... |
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PART B: DETAILS OF BENEFIT APPLIED FOR |
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(To be completed by the employer)(tick () where applicable) |
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(1) Section 23 |
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Resignation or non-confirmation of appointment prior to completion of 6 months of service |
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(2) Section 26 |
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Early retirement on attainment of pensionable age of 55 |
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Normal retirement on attainment of pensionable age of 60 |
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Late retirement on attainment of pensionable age of 65 |
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(3) Section 27 |
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Retirement owing to ill-health |
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(4) Section 28 |
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Retirement owing to retrenchment, re-organisation or abolition of office |
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(5) Section 31 |
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Female members leaving employment on marriage |
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(6) Section 32 |
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Dismissal |
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(7) Section 33(a) |
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Resignation/discharge before completing 7 years of service |
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(8) Section 33(b) |
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Resignation/discharge after completing 7 and more years of service |
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(9) Section 35 |
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Death |
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NOTE: |
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• The certified copy of the National Registration Card for the member should be attached in all cases. |
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• A certified copy of the medical report should be attached for all retirements under section 27. |
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• A certified copy of the relevant Board/Council resolutions/minutes should be attached for all separations under section 28. |
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• A certified copy of the marriage certificate should be attached if leaving under section 31. |
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• A certified copy of the evidence of death, order of appointment of Administrator, Marriage certificate/Affidavit of marriage, Administrator’s National Registration Card should be attached for all death cases. |
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• Letter of notice from the employer must be attached in all applications under section 26. |
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• All applications must be supported by a covering letter from the employer. |
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• All applications must be supported by two recent passport size photos for the member and for the appointed Administrator for cases under section 35. |
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• A certified copy of the last pay statement should be attached in all cases. |
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• A covering letter from the employer must be attached in all cases. |
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• LASF Form VII(b) must be attached for all cases. |
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PART C: DETAILS OF SPOUSE, CHILDREN AND DEPENDANTS |
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(To be completed by the member/personal representative) |
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Name |
NRC No. |
Relationship |
Date of birth |
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1 ……………...... |
……………...... |
……………...... |
……………...... |
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2 ……………...... |
……………...... |
……………...... |
……………...... |
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3 ……………...... |
……………...... |
……………...... |
……………...... |
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4 ……………...... |
……………...... |
……………...... |
……………...... |
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5 ……………...... |
……………...... |
……………...... |
……………...... |
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6 ……………...... |
……………...... |
……………...... |
……………...... |
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7 ……………...... |
……………...... |
……………...... |
……………...... |
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8 ……………...... |
……………...... |
……………...... |
……………...... |
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PART D: EMPLOYEE INDEBTEDNESS (LIEN UNDER SECTION 45(2)/DETAILS OF THE FINAL CONTRIBUTIONS |
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(To be completed by the Employer: Accounts Department) |
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Is the member indebted to the Employer? YES NO (tick () where applicable) |
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If yes, recover ZMW ..................................................... from the member in conformity with section 45(2) of the LASF Act. |
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Last monthly salary K......................................... |
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Last contribution K............................................ Month/Year............................................. |
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Certified by: |
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Name: .............................................................. Position: ................................................ |
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Signature: .............................................................. Date: ................................................ |
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PART E: CERTIFICATION BY THE EMPLOYER |
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It is certified that the above information is correct. |
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a. Name: ...................................................................... Signature: .......................... |
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(Director of Finance/Council Treasurer or any authorised officer in Finance Department) |
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b. Name: ................................................... Signature: ................................................ |
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(Managing Director/Director of Personnel & Administration/Town Clerk/Council Secretary or any other authorised Officer) |
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Please affix official Date stamp |
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Form VII(b)
[Rule 18(2)]
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The Local Authorities Superannuation Fund (Pension Management) Rules, 2022 |
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BANK DECLARATION |
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INSTRUCTIONS |
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• Please ensure that you complete all the details. |
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• Use capital letters only and in indelible ink. |
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• Part II to be completed by Bank Manager/Relationship Manager/Personal Banking Manager/Customer Service Manager or any authorised officer of the Bank. |
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• This leaflet shall be completed each time there is a change in the bank details for a member, widow or personal representative. |
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PART [I] PARTICULARS |
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Name: .......................... NRC No.: ........................../...................../................. |
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Bank Name: .......................... Account Name: .......................... |
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Account Number: .......................... Branch Name: ..................... |
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Contact Address: ................................... |
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.............................................................. |
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Contact Number: ................................... |
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E-mail Address: ...................................... |
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For all death cases, indicate: Full names for the |
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deceased ............................................................................... |
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: NRC Number for the |
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deceased .......................................................... / .............. / ............. |
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: Social Security No. for the |
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deceased ............................................................................... |
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I declare that the details I have supplied above are correct to the best of my knowledge. |
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................................................................ |
.............................................. |
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PART [II] BANK DETAILS (FOR BANK USE ONLY) |
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Bank Name: .................................................. Account Name: .................................... |
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Account Number: .................................................. Branch Name: .............................. |
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Bank/Sort Code: ........................................................................................................ |
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Form Completed/Verified by: |
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Name: ................................................................................. |
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Designation: ......................................................................... |
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Signature: .................................... Date: ............................... |
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PART [III] FOR LASF OFFICIAL USE ONLY |
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Details Appraised by: |
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Name: .......................... Signature: .................................................... Date: .......................... |
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Details Certified by: |
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Name: .......................... Signature: .................................................... Date: .......................... |
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(DCB/CBM/ACBM) |
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Account Details posted by: |
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Name: .................................................... Designation: ....................................... |
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Signature: ............................................ Date: .................................................... |
Form VIII
[Rule 20]
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The Local Authorities Superannuation Fund (Pension Management) Rules, 2022 |
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LIFE CERTIFICATE |
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INSTRUCTIONS |
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• Please ensure that you complete all the details. |
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• Use capital letters only and in indelible ink. |
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• A member below the age of 75 shall complete and submit this form to the Fund once every 2 years. |
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• A member above the age of 75 shall complete and submit this form to the Fund annually. |
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• Failure to submit the Life Certificate to the Fund shall lead to the suspension of the Annuity. |
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PARTICULARS OF PENSIONER |
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Name: ........................................................ Social Security No.: ..................................... |
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NRC#: ....................................................../......................../...................... |
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Last Employer: ............................................................. |
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Contact Address: .......................................................... |
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.................................................................................... |
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Cell Number: ................................................................ |
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E-mail Address: ............................................................ |
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.................................................................................... |
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I declare that the details l have supplied above are correct to the best of my knowledge. |
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................................................................ |
.............................................. |
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This part to be completed by Commissioner of Oaths, Legal Practitioner, Local Court Justice, Medical Practitioner, Chief, Headman, Minister of Religion, Bank Manager, School Headmaster, Labour Officer or Social Welfare Officer. |
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I hereby certify that the person named above who is entitled to an annuity from LASF personally appeared before me this …………………. day of ……………………… 20…… and that to the best of my knowledge the information given is correct. |
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Name: ...................................................................... |
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Designation: ............................................................. |
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Signature: .................................... |
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Date: ................... |
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Form IX
[Rule 21]
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The Local Authorities Superannuation Fund (Pension Management) Rules, 2022 |
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AFFIRMATION OF WIDOWS STATUS |
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INSTRUCTIONS |
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• Please ensure that you complete all the details. |
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• Use capital letters only and in indelible ink. |
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• To be completed by a widow in receipt of a widow’s annuity. |
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• This form shall be submitted to the Fund annually. |
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• Failure to submit the Affirmation of Widow Status to the Fund shall lead to the suspension of the Annuity. |
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TO BE COMPLETED BY THE WIDOW |
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I, .......................................................... NRC#....................../......../...................... |
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Last employer of member ....................................................................................... |
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MAKE OATH AND SAY THAT I have/have not remarried since the death of my husband, |
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Mr. ......................................................... NRC No. .................../......../.................. |
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New Husband’s Name: ................................................. |
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Date of Remarriage: .................................................... |
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Widow’s Signature: ..................................................... |
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Contact Address: ................................................................................................................ |
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E-mail Address: ................................................................................... |
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Cell Number: .................................................... Date: ........................................................ |
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This part to be completed by Commissioner of Oaths, Legal Practitioner, Local Court Justice, Medical Practitioner, Chief, Headman, Minister of Religion, Bank Manager, School Headmaster, Labour Officer or Social Welfare Officer. |
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I, ........................................................... hereby confirm that I have seen the pensioner named above who is entitled to a widow’s pension from LASF and that to the best of my knowledge and belief the information given is correct and that the widow has/has not remarried. |
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Name: ............................................................. |
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Signature: ........................................................ |
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Designation: ..................................................... |
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Date: ............................................................... |
{/mprestriction}