PART WITHDRAWAL AND SURRENDER FORM AddressTelephoneEmailWebsite2nd Floor Ecobank Building, Plot 21 Ahmadu Bello Way, Victoria Island, Lagos, Nigeria. Tel +234 1 271 9393 customercare oldmutualnigeria.com www.oldmutualnigeria.comPlease.

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How to use or fill out the Part Withdrawal And Surrender Form - Old Mutual Nigeria online

Filling out the Part Withdrawal And Surrender Form for Old Mutual Nigeria online is a straightforward process that allows users to manage their policies efficiently. This guide provides clear, step-by-step instructions to assist you in completing the form accurately and confidently.

Follow the steps to fill out the Part Withdrawal and Surrender Form online.

  1. Click 'Get Form' button to obtain the form and open it in the editor.
  2. Begin by entering your personal details in the designated sections. Complete the title, initials, first name(s), surname, previous surname (if applicable), and date of birth. Ensure that this information is accurate and clearly written in block letters using black or blue ink.
  3. Select the type of identification you are providing, such as National ID, International passport, Driver's licence, or Voter's card. Fill in the identification number in the provided field.
  4. Indicate your marital status by ticking the appropriate box: Married, Single, Divorced, or Widowed. Also, mark your gender as either Male or Female.
  5. In the conditions and restrictions section, select whether you want to make a part withdrawal from the Short and Long Term Pockets or surrender the policy. Ensure you understand the implications of each choice, including potential charges.
  6. Provide your payment details by listing the name of the bank, branch name, account holder’s name, account number, and type of account (either Savings or Current).
  7. Complete the declaration by confirming that you are the legal owner of the policy and that all provided information is true and correct. Sign and date the form in the designated area.
  8. Before submitting, review all inputted information for accuracy. Once confirmed, ensure you have all required documents ready for submission, including a copy of identification, proof of address, and proof of bank details.
  9. You can save changes, download the completed form, print it, or share it as needed for further processing.

Complete your documents online now for efficient policy management.

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Questions & Answers

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What is the 5 year savings policy?

The Guaranteed Five Year Savings Plan has low minimum premiums, a short fixed term and a guaranteed return. After just five years your plan matures with a guaranteed payout. This plan is very simple. Save a regular amount for five years and get a return that's guaranteed.

At Old Mutual, we have a range of investment products to help you reach your short-, medium- and long-term savings goals.

Short-term goals are within a five-year window, while long-term goals are at least five years out. CDs, money market accounts, and traditional savings accounts are best served for short-term goals. Investing is generally reserved for long-term goals so there's time to withstand performance fluctuations.

Where can I withdraw cash with the Money Account? You can withdraw cash from a Shoprite, Checkers, Usave, Pick 'n Pay, Boxer or PEP store for just R2. ... You can perform a cash withdrawal only or you can withdraw cash with a purchase of goods. ... You can withdraw cash from an Old Mutual ATM or any other SASWICH ATM.

Best investments for short-term money When you need the moneyInvestment optionsA year or lessHigh-yield savings and money market accounts, cash management accountsTwo to three yearsTreasurys and bond funds, CDsThree to five years (or more)CDs, bonds and bond funds, and even stocks for longer periods

What is Short Term Savings. The Old Mutual Short Term Savings Plan helps you save up funds to achieve your financial goals. The plan comes with a life cover of up to NGN 1 million. The term for the Savings Plan is up to 2 years.

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