Old Mutual Notification of Dependants and Beneficiaries Form 2017-2025 free printable template

This form is used to nominate dependants and beneficiaries for benefits from the Old Mutual Unit Trusts in the event of a member's death.

How to fill out old mutual beneficiaries form pdf

How to fill out Old Mutual Notification of Dependants and Beneficiaries Form

1. Obtain the Old Mutual Notification of Dependants and Beneficiaries Form from the Old Mutual website or your financial advisor.
2. Read the instructions carefully before filling out the form.
3. Provide your personal information, including name, ID number, and contact details in the designated sections.
4. List your dependants by entering their names, relationship to you, and other required details in the relevant fields.
5. Identify and provide details of any beneficiaries you wish to designate for your policy benefits.
6. Ensure you indicate the percentage of benefits each beneficiary will receive if applicable.
7. Review all entered information for accuracy and completeness.
8. Sign the form in the designated area to validate your information.
9. Submit the completed form to Old Mutual via the specified method (email, mail, or in person).

Who needs Old Mutual Notification of Dependants and Beneficiaries Form?

1. Individuals who have Old Mutual policies and wish to specify their dependants and beneficiaries.
2. Policyholders looking to update their beneficiaries due to life changes (e.g., marriage, divorce, birth of a child).
3. Anyone needing to ensure clarity on who will receive benefits upon their passing.

People Also Ask about old mutual notification beneficiaries form

How do I claim my money from Old Mutual?

Call 0860 61 62 63 to claim this benefit. Make sure that you have the following information ready: contract number and ID number of the policyholder, • names, surnames and dates of birth of the claimant and insured person and • cellphone number of the claimant.

How do I check the status of my old mutual claim?

4) How can I track my claim status? You can call the Member Service Centre on 0860 20 30 40 • SMS your ID number to 48954 or; • Whatsapp 'Hi' to 0860 933 333 and follow the menu prompts.

How do I track my Old Mutual claim?

You can call the Member Service Centre on 0860 20 30 40 • SMS your ID number to 48954 or; • Whatsapp 'Hi' to 0860 933 333 and follow the menu prompts.

How long does Old Mutual take to payout a claim?

The standard timeline we communicate to customers is 15 working days. Generally most claims take far less time to process. This is to manage expectations as various scenarios could cause delays in processing and payment. Depending on the claim, it can also take up to 60 days also depending on requirements.

What is the old Mutual Directive 135?

What is a Directive 135 transfer? A Directive 135 transfer is a transfer of a member owned living annuity from one company to another in terms of Section 37(2) of the Long Term Insurance Act, subject to the provisions of FSB Directive 135 of 2001.

For pdfFiller’s FAQs

How do I edit old mutual beneficiaries form blank online?

pdfFiller not only allows you to edit the content of your files but fully rearrange them by changing the number and sequence of pages. Upload your old mutual superfund form to the editor and make any required adjustments in a couple of clicks. The editor enables you to blackout, type, and erase text in PDFs, add images, sticky notes and text boxes, and much more.

How do I fill out the old mutual dependants form printable form on my smartphone?

On your mobile device, use the pdfFiller mobile app to complete and sign old mutual dependants beneficiary form search. Visit our website (https://edit-pdf-ios-android.pdffiller.com/) to discover more about our mobile applications, the features you'll have access to, and how to get started.

How do I complete mutual notification dependants beneficiary form fill on an iOS device?

In order to fill out documents on your iOS device, install the pdfFiller app. Create an account or log in to an existing one if you have a subscription to the service. Once the registration process is complete, upload your old mutual dependants beneficiary form edit. You now can take advantage of pdfFiller's advanced functionalities: adding fillable fields and eSigning documents, and accessing them from any device, wherever you are.

What is Old Mutual Notification of Dependants and Beneficiaries Form?

The Old Mutual Notification of Dependants and Beneficiaries Form is a document that allows policyholders to list and update information about their dependants and beneficiaries related to their insurance policies.

Who is required to file Old Mutual Notification of Dependants and Beneficiaries Form?

Policyholders of Old Mutual insurance products are required to file the Notification of Dependants and Beneficiaries Form to ensure that their beneficiaries are correctly designated and that their dependants' information is up to date.

How to fill out Old Mutual Notification of Dependants and Beneficiaries Form?

To fill out the form, policyholders must provide their personal information, details of their dependants such as names and relationships, and information about the intended beneficiaries, including their contact details and relationship to the policyholder.

What is the purpose of Old Mutual Notification of Dependants and Beneficiaries Form?

The purpose of the form is to ensure that in the event of a claim or the policyholder's passing, the correct individuals receive the benefits and that there is clear documentation of the policyholder's wishes regarding their dependants and beneficiaries.

What information must be reported on Old Mutual Notification of Dependants and Beneficiaries Form?

The information that must be reported includes the policyholder's name and policy number, details of dependants (names, dates of birth, relationships), and details of beneficiaries (names, addresses, relationships, and percentages of benefit allocation).