BonCap income declaration form This form is only to be used by members who have selected the BonCap Option. Instructions • • • • • Complete this application form in black ink Print clearly using capital letters Mark with an X where necessary Please attach the documents required to this form This form must be completed after reading through the Bonitas Product Brochure. Please note: We cannot process your application if it is incomplete, incorrect or you have not attached the correct documents to it. Members on BonCap may only be treated by a doctor or hospital on the BonCap Network. Section 1: Main member’s details Please fill in your details below. Ensure that all fields are marked clearly and can be read easily. Title: Surname: First names: Identity number: Date of birth: Tax number: Marital status: Gender: Ethnic group: Black M Coloured Cellphone: F Indian White Asian Telephone (h): Telephone (w) Email: Please select the income-band that applies to your gross monthly income: Under R6100 R6101-R9950 R9951-R13590 More than R13591 Please note: If you do not send through proof of income you will be defaulted to the highest income band. Members on BonCap may only be treated by a BonCap network doctor and hospital. Section 2: Spouse/partner’s details Please fill in your spouse/partner’s details below. Ensure that all fields are marked clearly and can be read easily. Title: Surname: First names: Identity number: Date of birth: / / Tax number: Marital status: Gender: Ethnic group: Black Coloured Cellphone: M Indian F White Asian Telephone (h): Telephone (w) Email: Please select the income-band that applies to your spouse’s gross monthly income. Under R6100 R6101-R9950 R9951-R13590 P.O. Box 1101, Florida Glen 1708 More than R13591 Administered by Medscheme Holdings (Proprietary) Limited l Version: OCT 2014 Call Centre 0860 002 108 Fax (011) 758 7171 Email newapplications@bonitas.co.za 1 Section 3: Contribution payer’s details This section must only be completed for members whose premiums will be paid by a third party, for example if your premiums are paid by your parents or children. The third party must fill in their information below and sign the declaration. Title: Surname: First names: Identity number: Date of birth: / / Tax number: Relationship to main member: Ethnic group: Gender: Black Coloured Cellphone: M F Indian White Asian Telephone (h): Telephone (w) Email: Bank name: Branch code: Branch name: Name of accountholder: Account number: Account type: I instruct Bonitas to electronically collect contributions by debit order, using the information above. I understand that transfers cannot be done to and from credit card accounts. I also irrevocably authorise Bonitas to adjust any incorrect transactions and/or correct any electronic transfer or funds errors without prior notice. Contribution payer’s signature: Section 4: Declaration of income BonCap contributions are income-based. We will look at the higher gross monthly income of you or your spouse/partner to determine your contribution. Please fill in your information below. Description of income Main member Spouse/partner R per month R per month Salary or wages Commission and other rewards Pensions or annuities Rental income Trust distributions Government grants UIF payments Interest on investments Subsidy of any kind Maintenance Other income Total income R R We also require the documents in the table below to be attached to this form for you and your spouse. If the required documents are not submitted with the application form and declaration of income form, you will be defaulted to the highest income-band. P.O. Box 1101, Florida Glen 1708 Administered by Medscheme Holdings (Proprietary) Limited l Version: OCT 2014 Call Centre 0860 002 108 Fax (011) 758 7171 Email newapplications@bonitas.co.za 2 If you We need Earn a monthly salary Your latest payslip or Letter from employer/company that confirms your income or Your latest IRP5 and Your bank statements for the last 3 months (showing your monthly income and other consistent additional incomes, if applicable) Are paid weekly wages Your last 4 payslips or Letter from employer/company that confirms your income or Your latest IRP5 and Your bank statements for the last 3 months (showing your monthly income and other consistent additional incomes, if applicable) Earn commission Your payslips or commission statements for the last 3 months or Your latest IRP5 (not older than 6 months) and Your bank statements for the last 3 months Are self-employed A copy of your IT34 or Letter from an external auditor or accounting firm confirming your income and Your bank statements for the last 3 months Are a pensioner Most recent pension statement or Pension income letter (not older than 6 months) and Last 3 months personal bank statements and A copy of your IT34 If you are a full-time student or unemployed UIF statement or Retrenchment letter or Proof of registration from your tertiary institution and Your bank statements for the last 3 months Foreign national A copy of your passport and A copy of work permit and A copy of your work contract reflecting your contract period and monthly income and Your bank statements for the last 3 months Are permanently disabled Disability grant letter or A doctor’s letter stating disability or A copy of your IT34 and Your bank statements for the last 3 months Please note: Bank statements submitted must clearly show the money earned being deposited into the account. Section 5: Acknowledgement and consent By signing this form, you declare that the information given is true and correct and that you give Bonitas Medical Fund permission to verify the declared income of you and your spouse/partner. Declaring income lower than your actual income is fraud. This will lead to the immediate cancellation of your membership and you will not be able to join Bonitas Medical Fund again. Main member’s signature: Date: Spouse/partner’s signature: Date: P.O. Box 1101, Florida Glen 1708 Administered by Medscheme Holdings (Proprietary) Limited l Version: OCT 2014 Call Centre 0860 002 108 Fax (011) 758 7171 Email newapplications@bonitas.co.za 3
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