You can easily make a withdrawal notification for your fund units in the portal. The instructions are divided into two parts depending on whether you are an active employee or if your employment has ended with the right to stagger your withdrawal.
1. Withdrawal of fund units while being employed
Make a withdrawal notification in the portal by following these steps:
- Navigate to: My Plans.
- Select: Personnel Fund.
- Locate the heading: Funds.
- Click the button to the right: Withdraw.
- A withdrawal request will open. Enter the amount to be withdrawn. In the same view, you can also edit your account number and withholding tax rate if necessary.
- Finally, confirm the withdrawal via email or SMS.
You will receive a confirmation of the successful withdrawal in your email (provided your email address is saved in your personal information).
2. Termination of employment with right to stagger the payments
If your employment has ended with a right to schedule the withdrawals, you can make a partial or zero-value withdrawal notification for the purpose of scheduling withdrawals as follows:
- Navigate to: My Plans.
- Select: Personnel Fund.
- Locate the heading: Fund withdrawals.
- Click the button to the right: Edit.
- A withdrawal request will open where you can edit the amount to be withdrawn or make a zero-value withdrawal notification. You can also update your account number and withholding tax rate here.
- Confirm the action via email or SMS.
You will receive a confirmation of the successful action in your email.
Important note: If you have the right to periodize your withdrawals but do not make any kind of withdrawal notification in the portal, the entire amount will be paid automatically to your account. Please remember to make the notification on time if you wish to schedule your withdrawals!