Get Stanlib Repurchase Form 2020

Filling out the Stanlib Repurchase Form 2020 online can be a straightforward process when you have clear guidance. This comprehensive guide will walk you through each section of the form, ensuring you complete it accurately and efficiently.

Follow the steps to successfully complete the repurchase form online.

1. Press the ‘Get Form’ button to obtain the form and open it in a convenient online editor.
2. Begin with the client details section. Fill in your entity account number, your name and surname or entity name, and provide your identity, passport, or registration number.
3. Next, move to the redemption details. Indicate the purpose of the redemption by selecting either personal use or educational costs. If applicable, enter the child's or nominated student's name and their investment account number.
4. Specify the portfolio name and the rand amount you wish to redeem. Ensure you select whether you would like to cancel existing debit or staff stop orders by selecting yes or no.
5. For additional entries, repeat the previous step for further reasons for redemption, indicating the percentage of units associated with each reason if multiple redemptions are present.
6. In the banking details for payments section, provide the bank, branch, and account information. Ensure the account number is noted correctly and state if the account type is cheque, savings, or transmission.
7. Complete the declaration section at the bottom of the form. Here, you confirm the accuracy of the information provided and agree to the terms and conditions. Ensure to input the date and provide signatures where necessary.
8. Finally, review the completed form for any errors or omissions. Save your changes, and when fully satisfied, download, print, or share the completed document as required.

Start filling out your Stanlib Repurchase Form 2020 online today to ensure a smooth transaction.