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  • Preserver Claim Form - Old Mutual

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OLD MUTUAL SUPERFUND PRESERVER CLAIM FORM Please complete accurately, using CAPITAL/BLOCK LETTERS in blue or black ink. Tick (3) blocks where appropriate. FUND DETAILS Old Mutual SuperFund Pension.

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Withdrawal (resignation, retrenchment, dismissal) Complete the withdrawal claim form in full (to be filled in and signed by the member and employer). Submit the claim form along with the additional required documentation. The claim form specifies the additional documents that must accompany the withdrawal claim form.

The withdrawal will be processed and paid into your bank account within a maximum of 7 days of you accepting these terms, provided all required documents are received. You will not have any claim against Old Mutual if the money is deposited into an incorrect bank account where you supplied the incorrect bank details.

Alternatively call 0860 455 455 or 0860 33 77 77....They are appointed by Old Mutual and have to: Actively trace members - as this is an unclaimed benefit fund, an additional core function is to trace members. Always act in the best interests of the Fund members. Respond to disputes and prevent conflicts of interest.

Provided your tax affairs are in order, and you have submitted all the required documents (such as a copy of your ID, a completed instruction form stating where the money should go, and proof of banking details), it normally takes 14 to 21 business days to receive your provident fund pay-out.

Give all these to your payroll administrator within 60 days of leaving your employer, or call the Old Mutual SuperFund service centre at 0860 20 30 40. 1 Subject to legislation and the rules of the receiving fund, at the time of transfer. Your final option is to take some, or all, of your retirement savings in cash.

2) How long does the process take? This process can take as little as 15 working days (after your last contribution is processed and the claim has been submitted by your Employer) provided that the administrator receives all necessary documentation, including your tax clearance and banking approval.

You may retire from a preservation fund from the age of 55 onwards. Old Mutual Preservation Pension: You can take one third of your capital in cash, a portion of which may be tax free. The remainder must be used to buy a compulsory (life or living) annuity from the insurer of your choice.

Old Mutual SuperFund allows retired members to continue their membership even though they have retired from their employer. This means that you are no longer forced to retire from the Fund when you still have other sources of income and don't need your retirement benefit yet.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232