Get Coronation Withdrawal Form

Completing the Coronation Withdrawal Form online can streamline your withdrawal process for investment funds. This guide will walk you through each section of the form, ensuring you understand all required fields and can submit your request accurately and efficiently.

Follow the steps to complete the form successfully:

1. Press the ‘Get Form’ button to obtain the Withdrawal Form and open it in your preferred editor.
2. Fill out the investor details section completely. Include your investor number, full name (surname and first name), ID or registration number, contact details, and postal address. Ensure that all information is accurate and written in block letters.
3. In the fund selection section, specify your withdrawal preference by choosing either units or the rand value for a particular fund. Mark your choice with a cross [X] next to the desired fund option and indicate the number of units or the total withdrawal amount.
4. For withdrawal instructions, provide your bank details including the account holder’s name, bank name, branch code, account type, and account number. Ensure that the account number corresponds to the registered investor's name. If you are changing bank details, include proof such as a cancelled cheque or recent bank statement.
5. If applicable, fill out the change debit order instructions section. Indicate whether the debit order remains unchanged, is to be cancelled, or switched to a new fund. Specify the date if cancelling and detail the fund along with the corresponding amounts.
6. Read the declaration carefully. By signing, you confirm that all the information provided is correct and that you authorize the necessary transactions. Make sure to sign and date at the end of the form.
7. Once all sections are completed, review the form to ensure accuracy. Save your changes, then download or print the completed form for submission.

Complete your forms online today to ensure a smooth and efficient withdrawal process.