Having decided to transfer part of your pension savings to one or several investment portfolio managers (IPM), we recommend that you first familiarize yourself with the list of existing IPM and study their investment declarations on the website enpf.kz in the section "Services" - "Transfer of a part of pension savings into trust management of the IPM".
Further, in order to transfer pension savings, the contributor must contact the UAPF with an application, which can be submitted through a personal account on the enpf.kz website or by personal contact to any regional branch of the UAPF.
When applying in person, you must present an identity card, then fill out the necessary documents, with which, if necessary, the managers of the Fund will help.
When applying for a transfer to IPM through your personal account on the enpf.kz website, you must perform the following steps.
Step one. Log in to your Personal Account on the website enpf.kz using an electronic digital signature (EDS). You can enter your personal account from the main page of the site, or in the section "Electronic services".
Step two. On the main page of the Personal Account, check the amount of pension savings and make sure that the amount of pension savings at the expense of CPC and (or) COPC is available for transfer to the trust management of IPM.
Step three. Go to the subsection of the Personal Account "Services".
Step four. Select the service "Transfer of pension savings into trust management of the investment portfolio manager". In the window "Enter the details of the application" information about the identity document, address and contact details of the contributor will appear automatically from the database of the automated information system of the UAPF. At the same time, information about the identity document is checked against the State database "Individuals" of the Ministry of Justice of the Republic of Kazakhstan for their availability and validity. If some data (for example, address or phone number) has changed, you can make corrections.
Step five. In the "Fill in the fields" section, the option "due to the choice of an investment portfolio manager" is currently set by default. Here you need to:
1) select the details of the pension provision agreement from which you want to transfer pension savings to IPM (CPC or COPC);
2) choose from the proposed IPM Directory the name of the IPM to which you wish to transfer pension savings into trust;
3) indicate the amount to be transferred into trust;
4) read and express consent / disagreement with the information provided.
Step six. Sign the application with a personal digital signature.
Step seven. Track the status of the execution of the application on the Main page of the Personal Account in the subsection "Tracking the status of applications".
UAPF transfers a part of pension savings in excess of the sufficiency amount to the trust management of IPM within thirty calendar days after the date of receipt of the application from the contributor. The rest of the contributor's pension savings will continue to be managed by the National Bank.
Pension savings transferred to IPM investment management do not qualify as lump-sum pension benefit withdrawals (as in the case of housing and / or medical treatment withdrawals) and will not be subject to personal income tax at the time of transfer to IPM.
