Get Discharge Form

Filling out the Discharge Form online can streamline your process for claiming policy proceeds. This guide offers you clear instructions on each section and field of the form, ensuring that you can complete it accurately and efficiently.

Follow the steps to fill out the Discharge Form online

1. Click ‘Get Form’ button to obtain the form and open it in your preferred digital editor.
2. Complete the policy details section. Fill in the policy number and the full name of the person for whom the policy was issued. Ensure that you include their title, initials, first name(s), and surname in block letters.
3. Provide the ID number and date of birth of the policyholder. Ensure you format the date correctly: day, month, and year.
4. Input the current address of the policyholder along with the postal code. This information is essential for verification purposes.
5. Read through the declaration statements carefully. Confirm you are the legal holder of the policy, that the estate is solvent, and that the policy has not been ceded to anyone else, unless pledged to Old Mutual.
6. Fill out the signature section, ensuring that all legal owners of the policy sign where indicated. If applicable, include the signature of the spouse and provide information about the marital property act.
7. In the payment instruction area, specify how the proceeds should be paid. You can choose to transfer the amount to an Old Mutual Banking Services account or provide your own bank account details, including bank name, branch name, account number, branch code, and name of the account holder.
8. Complete the identification section. This part must be filled out by the person who identifies the legal owners. Include their full names, ID number, and an official stamp if required.
9. Review your entries carefully to ensure all information is accurate. Once you are satisfied, you can save your changes, download a copy, print it, or share the form as necessary.

Complete your Discharge Form online today to expedite your claim process.