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1 of 2Living Annuity Switch Form The 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.

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How to fill out living annuity switch form

01

Ensure you have all necessary information on hand, including your current living annuity details and the details of the new living annuity provider.

02

Complete all sections of the living annuity switch form accurately and legibly.

03

Sign and date the form where required.

04

Submit the form to your current living annuity provider either in person, by mail, or electronically.

Who needs living annuity switch form?

01

Individuals who wish to switch their living annuity provider.

02

Those who are looking for better investment options or lower fees may also need the living annuity switch form.

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What is living annuity switch form?

The living annuity switch form is a document used to transfer funds from one living annuity to another, allowing for a change in investment strategy or provider.

Who is required to file living annuity switch form?

Individuals who hold a living annuity and wish to make changes to their investment portfolio or switch providers are required to file the living annuity switch form.

How to fill out living annuity switch form?

The living annuity switch form can typically be obtained from the current provider or financial institution managing the annuity. It requires details such as the new provider's information, investment instructions, and verification of identity.

What is the purpose of living annuity switch form?

The purpose of the living annuity switch form is to facilitate the transfer of funds between living annuities, enabling investors to make changes to their investment strategy or switch providers.

What information must be reported on living annuity switch form?

The living annuity switch form typically requires details such as the investor's personal information, details of the current annuity, investment instructions, and identification verification.

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