Get Third-party Payer Form - Old Mutual Wealth

This guide is designed to help you complete the third-party payer form for Old Mutual Wealth efficiently and accurately. Following these clear steps will ensure your application is processed without delays.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. In the 'Applicant details' section, provide the name of the investor and any existing client reference numbers if known. If there is a joint investor, include their name and client reference as well.
3. Enter the application number if applicable, along with the account number.
4. Indicate which type of contribution this form pertains to by ticking the relevant box: ISA, Collective Investment Account, onshore Collective Investment Bond, Offshore Collective Investment Bond, or Collective Retirement Account.
5. Move to the 'Third-party payer details' section. Fill in the surname or company name, full forename(s), and complete postal address including postcode.
6. If completing this for an individual third-party payer, provide the date of birth in the specified format. For UK companies, include the company registration number.
7. Review the 'Declaration' section. Confirm the conditions by acknowledging you are making an outright gift, that you are at least 18 years old, and that you have read the privacy notice.
8. Have the third-party payer authorize the form by signing and dating in the respective fields. Ensure the dates are entered correctly.
9. Once all sections are completed, save any changes made to the form. You can then download, print, or share the completed document as needed.

Complete your third-party payer form online today for a smooth submission process.