Get Old Mutual Wealth Expression Of Wish

The Old Mutual Wealth Expression Of Wish form allows you to nominate beneficiaries who will receive benefits from your pension products in the event of your death. Filling out this form accurately ensures that your wishes are known and can guide the Scheme Administrator in making their decisions.

Follow the steps to complete the Old Mutual Wealth Expression Of Wish form.

1. Press the ‘Get Form’ button to access the form and open it in your preferred document editor.
2. Begin by entering your details in section one. Provide your full name, existing plan number (if known), client reference number (if applicable), and application number (if any). It is essential to complete these fields clearly to avoid processing delays.
3. Move to section two to fill in the details of your beneficiaries. Provide each beneficiary's full name and specify the percentage of benefits each person will receive. Ensure that the names are clear, avoiding ambiguous terms such as 'my partner' or 'my child.' The total percentage for all beneficiaries should equal 100%.
4. In section three, read the declaration carefully. Your signature and the date are required to finalize the form. By signing, you affirm that you understand the Scheme Administrator's discretion in distributing the benefits.
5. Once the form is completely filled out, review all entries for accuracy. After confirming that all information is correct, you can save your changes, download the form, print a physical copy, or share it as needed.

Complete your Old Mutual Wealth Expression Of Wish form online today to ensure your beneficiaries are properly designated.