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How to Switch your Investments 

Living Annuitants: Please click here for the guide and/or scroll down for the form.


Deferred/Phased Members: Please click here for the guide and/or scroll down for the form.

Active members: Please see guide directly below and/or scroll down for the form.
 

1. Log in to Secure Services via https://www.uctrf.co.za/6/P/Sanlam-Member-Site  

2. Update your contact details if necessary:



3. Click on Menu > Investment choices:




4. The Investment choices: Current page will open. Scroll down and click on Change Choice:



5. The Investment choice: Revised page will open. You can now make your selection in terms of Section 1: Current balance and/or Section 2: Monthly contribution. When you make a choice, select My new choice is as follows:






6. Please remember to press submit so that your changes can be processed:




Forms

If you would prefer to do a manual switch, please download the applicable form, complete it, and submit it to switch.south@sanlam.co.za:

Click here for the investment selection form for Active Contributing members

Click here for the investment selection form for Living Annuitant members

Click here for the investment selection form for Deferred/Phased members