Get Old Mutual Retirement Claims Annexure B Form

Filling out the Old Mutual Retirement Claims Annexure B Form is an essential step for individuals seeking to claim benefits after the passing of a loved one. This guide provides clear and supportive instructions on completing the form online to ensure accuracy and compliance.

Follow the steps to successfully complete your form online

1. Click the ‘Get Form’ button to obtain the form and open it in the designated editing interface.
2. Begin by filling in the name of the participating employer, as well as the full names and surname of the deceased. Ensure the information is accurate and legible.
3. Enter the deceased’s date of birth in the specified format: day, month, and year.
4. Provide the full names and surname of the potential dependent or legal guardian, if applicable, along with their scheme code and identity number.
5. Fill out the address, postal code, email address, and telephone number of the potential dependent.
6. Indicate your current employment status by selecting either yes or no, followed by your occupation.
7. Specify if you are a pensioner by marking yes or no.
8. Answer questions regarding your state of health, work experience, education, qualifications, and current monthly income.
9. Upon reaching the marital status section, select the appropriate option and answer whether you have any dependent children.
10. If you answered yes regarding dependent children, enter their ages.
11. Address the following questions concerning financial dependency on the deceased by providing detailed answers: dependency status, reasons for dependency, extent of dependency, support received, frequency of support, and the last support date.
12. Review your entries for accuracy and clarity before proceeding.
13. After completing the form, you can save your changes, download, print, or share it as needed.

Start filling out your documents online today to ensure a smooth claims process.