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How to approve a withdrawal payment as a trustee

  1. On trustee portal menu, expand Pension Withdrawal menu item and click on the Trustee Approval sub-menu item.
  2. Click on View button on the record you want to approve.
  3. On the Approve tab, download the Exit Notification Form and Discharge Form for signing.
  4. If the forms are signed by both signatories, select the name of the second signatory and upload the forms in PDF format.
  5. Click on Submit button to submit the form to the Administrator/ Second signatory.

Log in to Zamara Online Portal (crm.zamaragroup.com) to access your account.

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