Get Preserver Claim Form - Old Mutual

Completing the Preserver Claim Form for Old Mutual is an essential step in accessing your benefits. This guide will provide you with clear, step-by-step instructions to ensure that you fill out the form accurately and efficiently.

Follow the steps to complete your claim form effectively.

1. Click ‘Get Form’ button to obtain the form; this will allow you to access and fill out the Preserver Claim Form seamlessly.
2. Fill in the fund details section, ensuring you accurately provide your member number for the Old Mutual SuperFund Pension Fund and/or Provident Fund.
3. Complete the member’s personal details in full. This includes your title, surname, first names, RSA ID, date of birth, passport number (if applicable), country of issue for the passport, income tax number, residential and postal addresses, and telephone numbers.
4. Select your preferred method of communication from the options provided: telephonic, email, or postal address.
5. Indicate the type of claim you are making. Options include withdrawal, retirement, disability, or death. Ensure that you select the correct type as this impacts the subsequent sections of the form.
6. Enter the claim date corresponding to your withdrawal, retirement, disability, or death. Note any specific requirements for each type as mentioned in the form.
7. If applicable, indicate if you have any unresolved divorce orders against your benefits, and attach the required documentation if you answered 'yes.'
8. Complete the withdrawal, retirement/disability, or death benefit payment options in detail, ensuring you follow the guidelines and select your choices wisely.
9. If filing for withdrawal, retirement, or disability, fill in your bank account details where required, ensuring accuracy to avoid payment issues.
10. Review the declaration section carefully, ensure your details are correct, then sign and date the form where indicated.
11. Once you have filled in all required sections, you can save changes, download, or print the form as needed. Don't forget to submit the completed form to the Claims Department at Old Mutual.

Complete your Preserver Claim Form online today to ensure timely processing of your claim.