Get Old Mutual Withdrawalclosure Form

This guide provides a comprehensive overview of the Old Mutual Withdrawalclosure Form and offers step-by-step instructions for completing it online. Whether you are looking to close your Collective Investment Account or withdraw funds, this guide aims to support you through the process.

Follow the steps to successfully complete the Old Mutual Withdrawalclosure Form.

1. Select the 'Get Form' button to access the Old Mutual Withdrawalclosure Form. This will open the form in your editor for you to begin filling it out.
2. In the section labeled 'Account details,' enter your account number and full name as the investor. Be cautious with these details, as inaccuracies may lead to processing delays.
3. Provide your permanent residential or registered address, including the postcode. If your address has changed within the last year, include proof of the new address as specified in the instructions.
4. If there are additional investors, fill in their names accordingly in the designated field.
5. Indicate your preferred contact person for queries regarding your instruction by ticking either the box for your financial adviser or providing your contact details.
6. In the 'Withdrawal/Closure details' section, specify whether you wish to close your account or withdraw funds. Ensure that you only tick one option.
7. If withdrawing, state the amount you wish to withdraw and which funds the withdrawal should be from. Adhere to the minimum and maximum limits outlined in the form.
8. Proceed to fill in the payee's details, selecting the appropriate option based on who will receive the payment. Complete the corresponding beneficiary information if applicable.
9. Enter the payee's bank details clearly, ensuring that you include the bank name, account number, and sort code. Verify that all details are correct to avoid delays.
10. Sign the declaration and authority section, ensuring all required signatories are included. Specify the capacity in which you are signing (investor, trustee, etc.).
11. If you wish, complete the optional 'Reasons for selling' section to provide feedback for Old Mutual's service improvement.
12. Review the completed form to ensure accuracy, then save your changes. Finally, prepare to print or share the document as necessary before mailing it to the specified address.

Start completing your Old Mutual Withdrawalclosure Form online to manage your investments effectively.