Everything about concession and even more!
Friends, we've prepared a video tutorial for you on how to work with assigned funds.
1. After the application is approved, a window will appear in your relative's personal account asking for the acceptance of assigned funds;
2. The receiving party clicks "Agree" and signs the application with a digital signature;
3. In the window that appears, you must specify the amount of the EPV above the sufficiency threshold that you plan to use together with the assigned funds;
In the video example, we request 5 tenge of personal EPV and check the box next to the relative's assigned funds, where 5 tenge is also accepted.
❗If you don't have your own pension funds and plan to use ONLY the assigned funds, this column should be left blank;
It's important to note that in the example, we plan to use 5 tenge of your own funds and 5 tenge of the assigned funds. The total savings for our application is 10 tenge.
4. Next, submit an application and sign the statement for a lump sum pension payment and the withholding of the personal income tax.
❗It's important to remember that the personal income tax will not be debited from the transferred funds a second time.
5. Determine the purpose for which you plan to use the lump sum pension payments.
In the "INSERT RECIPIENT'S DETAILS" field, select the bank where you plan to use your lump sum pension payments. Then, if necessary, attach the required documents in PDF format corresponding to the selected purpose.
6. In the next window, enter the Bank Loan Agreement number in digits.
7. Sign the application for the transfer of lump sum pension payments using a digital signature.
8. Wait for the application status to be updated.
We strive to make using the online platform easier and more accessible.
Sincerely, your JSC "Otbasy Bank"
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