Get Repurchase Form - Sanlam
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How to use or fill out the Repurchase Form - Sanlam online
Filling out the Repurchase Form - Sanlam is a straightforward process that requires accurate information to ensure a smooth transaction. This guide provides step-by-step instructions to help you complete the form successfully and attach the necessary supporting documents.
Follow the steps to fill out the form correctly.
- Press the ‘Get Form’ button to access the Repurchase Form - Sanlam and open it in your preferred editing tool.
- Provide your investor code at the top of the form. Remember to use one form for each registration number and fund.
- In the personal particulars section, fill in your full name and surname, identity number, postal address, postal code, telephone numbers (home, work, and cell), and email address.
- Indicate whether your address has changed recently by selecting yes or no.
- In the repurchase particulars section, specify if you wish to redeem all units, the number of units you wish to sell, or the amount. If applicable, indicate whether you want to cancel the debit order by selecting yes or no.
- For payment particulars, complete this section in block letters with your bank's details, including bank name, branch, 6-digit branch code, branch telephone number, full name of the account holder, account number, and type of account (e.g., cheque, savings).
- Ensure that you attach all mandatory documents as required by FICA in accordance with the instructions provided in the terms and conditions.
- In the declaration section, sign the form and provide your full name, surname in block letters, identity number, and date.
- If applicable, ensure a legal guardian signs the form for dependent minors.
- Fill in the particulars of the sender (your name and telephone number) if you are sending the form to Sanlam Collective Investments.
- Finally, review the completed form for accuracy, save your changes, and choose to download, print, or share the completed form.
Complete your documentation online today for a seamless repurchase process.
To claim your Sanlam investments, you'll need to fill out the Repurchase Form - Sanlam accurately. Include all relevant details about your investments and attach any necessary documents that Sanlam requires. Once submitted, Sanlam will process your claim based on the information provided. If you want to streamline the process, check out the US Legal Forms platform for user-friendly templates that can help you submit your claim efficiently.
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