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NEW BUSINESS FORM OLD MUTUAL RETIREMENT ANNUITY APPLICATION FORM Mutual park, Jan Smuts Drive, Pin elands 7405 PO Box 207, Cape Town 8000. Tel: 0860 234 234 retire@oldmutual.com www.oldmutualinvest.comIMPORTANT
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How to fill out beneficiary claim form
How to fill out beneficiary claim form
01
Obtain the beneficiary claim form from the insurance company or online.
02
Fill out your personal information, including name, address, and contact details.
03
Provide information about the deceased policyholder, including their name, policy number, and date of death.
04
Specify your relationship to the deceased, such as spouse, child, or designated beneficiary.
05
Provide any additional required documents, such as a death certificate or copy of the policy.
06
Review the completed form for accuracy and sign it before submitting it to the insurance company.
Who needs beneficiary claim form?
01
Anyone who is entitled to receive benefits from a life insurance policy, annuity, or pension plan upon the death of the policyholder.
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What is beneficiary claim form?
Beneficiary claim form is a document that beneficiaries of a deceased individual need to fill out in order to claim their entitlements or benefits.
Who is required to file beneficiary claim form?
Beneficiaries of a deceased individual are required to file beneficiary claim form.
How to fill out beneficiary claim form?
Beneficiaries need to provide personal information, details of the deceased individual, and supporting documentation to fill out the beneficiary claim form.
What is the purpose of beneficiary claim form?
The purpose of beneficiary claim form is to ensure that the rightful beneficiaries receive their entitled benefits.
What information must be reported on beneficiary claim form?
Information such as beneficiary's personal details, relationship with deceased individual, and details of benefits being claimed must be reported on beneficiary claim form.
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