Get Old Mutual Unit Trusts Living Annuity Application Form

Filling out the Old Mutual Unit Trusts Living Annuity Application Form online is a straightforward process designed to help you secure your retirement income effectively. This guide walks you through each step of the application, ensuring that you provide all necessary information to avoid delays.

Follow the steps to successfully complete the form online:

1. Begin by pressing the 'Get Form' button to access the Old Mutual Unit Trusts Living Annuity Application Form. This will open the form in an editable format on your device.
2. Carefully read through the important information at the beginning of the form. Ensure you are aware of all requirements, such as providing a certified copy of your identity document or passport.
3. Complete section 1 by filling in your name, gender, marital status, ID or passport number, date of birth, income tax number, and nationality. Mark your preferred language for communication.
4. In section 2, provide details about your transferring retirement annuity, pension, or provident fund. Include the name of the fund, postal address, contact person's information, and whether this policy qualifies as a replacement.
5. Fill out section 3 with your bank details. Ensure to include the account holder's surname, initials, bank name, branch code, account number, and account type.
6. In section 4, indicate the amount you wish to invest and select your desired annuity income preferable frequency (monthly, quarterly, semi-annually, or annually). Fill in the annual rate of return you are aiming for.
7. Section 5 requires you to elect beneficiaries for your investment. Complete their personal details, including their relationship to you and the percentage of the benefit share.
8. Section 6 involves providing your income tax details, ensuring that you inform whether any additional tax is required.
9. If investing in Shari’ah-compliant unit trusts, complete section 7 by acknowledging your understanding of the guidelines associated with such funds.
10. In section 8, confirm whether you have received financial advice related to your investment choices and specify if you would like to appoint an intermediary for future Old Mutual services.
11. Section 9 asks you to indicate any agreed adviser fees for your application and to provide a signature.
12. Finally, review all sections for accuracy, sign where required, and comply with any additional instructions in sections 10 to 14. After completing the form, you can save your changes, download, print, or share it according to your needs.

Get started on your application today and secure your financial future!