Example 2: Benefit Payment Process (unitised)

In this example:

-          employee C (Ref No. 6) dies

-          the beneficiaries are entitled to Group Life Assurance (GLA) plus a standard defined contribution (DC) benefit

-          the GLA benefit of R500000.00 has been received from the insurer

-          the employee contributions (R3000.00 (666.67 units)) and employer contributions (R8000.00 (1777.78 units)), which were invested in Portfolio 1, have been realised (R11000.00)

-          the member had 5 years of service and is entitled to 50% of the employer’s contributions (this results in a withdrawal profit of R4000.00 to the fund)

-          the unit price as at date of realisation was R4.50 per unit

-          tax of R3500.00 is payable on the benefit

-          as payment of the benefit to the beneficiaries was delayed, interest of R186.00, for the period from the date of realisation to the date of payment, is payable