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1 of 3Living Annuity Appendix A M&G Living Annuity is underwritten by Mandy Investments Life South Africa (RF) Ltd (Registration number: 2008/013338/06) (M&G Life) an approved long term insurer. Mandy
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01
Obtain the Living Annuity Annexure A form from the relevant institution or website.
02
Fill out the personal details section including your name, address, and contact information.
03
Provide information about the Financial Services Provider (FSP) and the Living Annuity policy number.
04
Specify the amount of income you wish to receive and the frequency of payments.
05
Sign and date the form, and make sure to provide any additional required documentation.
06
Submit the completed Living Annuity Annexure A form to the appropriate party for processing.

Who needs living annuity annexure a?

01
Anyone who has a Living Annuity policy and wishes to make changes to their income payments or update their personal details.
02
Individuals who are required by their Financial Services Provider to submit Annexure A as part of their administrative process.
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Living annuity annexure a is a document that provides details of the living annuity payments made during the tax year.
Taxpayers who receive income from a living annuity are required to file living annuity annexure a.
Living annuity annexure a can be filled out by providing accurate information about the living annuity payments received.
The purpose of living annuity annexure a is to report the income received from a living annuity for tax purposes.
On living annuity annexure a, one must report details of living annuity payments received, such as the amount received and the relevant tax year.
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