Get Old Mutual Forms Download

Filling out the Old Mutual Forms Download is an essential process for managing beneficiaries and dependants. This guide will provide you with detailed instructions to complete the form accurately and efficiently.

Follow the steps to properly complete the Old Mutual Forms Download.

1. Press the ‘Get Form’ button to obtain the form and open it for editing. Ensure you have the necessary information ready to complete the sections.
2. Begin by entering the employer name and scheme code at the top of the form. Next, fill in the member surname, full names, member reference number, and identification number or passport number. This information verifies your identity within the scheme.
3. Provide your contact details by entering your home telephone number and cellphone number. This ensures that you can be reached for any follow-up regarding your submission.
4. Indicate your marital status by selecting one of the available options. Be sure to choose accurately as this could affect your nominations.
5. Nominate your dependants and/or beneficiaries by filling out their full names, titles, identification or passport numbers, contact telephone numbers, and their relationship to you. It's important to accurately represent the relationships for the Trustees’ consideration.
6. For each nominated individual, indicate if they are financially dependent on you by selecting 'Y' for yes or 'N' for no. This information is crucial for understanding how your benefits may be distributed.
7. Allocate a percentage share of the benefit for each nominee. Ensure that the total from the percentage share column adds up to 100% to ensure correct distribution.
8. If you have additional nominees, please list them under 'Other Nominees' and fill out their details as with the previous dependants.
9. Review the completed form to ensure all information is accurate and consistent. Make sure to sign and date the form at the bottom to confirm your nominations.
10. Once satisfied with all entries, you can save the changes, download the completed form, print it for your records, or share it as necessary.

Complete the necessary documentation online to ensure your preferences are accurately recorded.