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How to fill out the Sanlam Forms Online online
Filling out the Sanlam Forms Online is a straightforward process that can be completed with careful attention to the details required. This guide will provide you with clear step-by-step instructions to ensure accurate completion of the form.
Follow the steps to complete the Sanlam Forms Online effectively.
- Use the ‘Get Form’ button to access the Sanlam Forms Online and open the document.
- Begin with the 'Personal particulars' section. Fill in your title, surname, and full names as required. Use appropriate contact numbers and ensure that your residential and postal addresses are complete with postal codes.
- Provide your identity details by entering your identity number, company registration number, or trust registration number. If applicable, also include your passport number and tax number. Complete your date of birth and select your tax category, response to citizenship questions, and language preference.
- In the 'Investment options' section, indicate the fund name and the corresponding investment amount. Be aware that any sales charges will be deducted from this amount and note the necessary currency for payment.
- Complete the 'Client banking details' for future withdrawal payments, ensuring the account is in the name of the registered investor. Include necessary bank verification documents if applicable.
- Fill in the 'Intermediary details' if you are working with an intermediary. Provide the necessary information and commission instructions as needed.
- Review the 'Important information required' section and ensure all documents for identity verification are prepared and attached, including utility bills and certified identification as specified.
- In the 'Declarations and signatures' section, review and agree to all outlined terms before affixing your signature. Make sure that all required declarations apply to your situation.
- Finally, prepare your submission by checking off the document checklist to ensure all required documents are included. You can then save changes or download the completed form for submission.
Complete your Sanlam Forms Online today!
To obtain the necessary claim forms and to ensure that all the required information is supplied, contact the Sanlam Life Claims Call Centre at 021 916 1710.
Fill Sanlam Forms Online
Forms for Paid-up, Phased Retiree and In-Fund Living Annuitant members, Death claim forms, Disability and Trauma forms, Divorce forms, Member selection forms. As an existing investor, you can access Secure Services to process your transactions or use WhatsApp to do transactions and retrieve information. Manage, build, and optimise your credit profile to achieve financial success with confidence. This form acts as a claim of a benefit from a death of a member.
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