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BENEFICIARY NOMINATION FORM Old Mutual Investment Services (Pty) Ltd Mutual park, Jan Smuts Drive, Pin elands 7405 PO Box 207, Cape Town 8000. Wealth: Tel 0860 999 199 service@omwealth.co.za www.omwealth.co.za

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How to fill out old mutual retirement switching

01

Log in to your Old Mutual account.

02

Locate the retirement switching section.

03

Select the appropriate fund or investment option you wish to switch to.

04

Follow the prompts to confirm and finalize the switch.

05

Review the details of the switch to ensure accuracy.

Who needs old mutual retirement switching?

01

Individuals who have an Old Mutual retirement account and wish to change their investment options.

02

Those looking to optimize their retirement savings by switching to a different fund within Old Mutual.

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What is old mutual retirement switching?

Old mutual retirement switching is a process where individuals can transfer their retirement funds from one investment option to another within the Old Mutual platform.

Who is required to file old mutual retirement switching?

Any individual who has a retirement account with Old Mutual and wishes to change their investment option.

How to fill out old mutual retirement switching?

To fill out Old Mutual retirement switching, individuals need to log in to their account, select the option to switch investments, and follow the prompts to complete the process.

What is the purpose of old mutual retirement switching?

The purpose of Old Mutual retirement switching is to allow individuals to adjust their investment strategy based on their changing financial goals and risk tolerance.

What information must be reported on old mutual retirement switching?

Individuals must report the amount they wish to transfer, the investment option they are switching from, and the investment option they are switching to.

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