Get Sanlam Unity Umbrella Fund

This guide provides a comprehensive overview and step-by-step instructions for filling out the Sanlam Unity Umbrella Fund form online. Whether you are familiar with the process or encountering it for the first time, this guide aims to support you through each section and field with clarity.

Follow the steps to complete your amendment request efficiently.

1. Press the ‘Get Form’ button to access the amendment request form and open it in your preferred editor.
2. Begin by indicating the sub-fund name and code number in the designated fields at the top of the form.
3. In Section A, specify whether the amendment requires a new quotation or not.
4. If amendments do not require a new quotation, provide details of the changes in the indicated list and complete the required sections on pages 8 to 15.
5. If a new quotation is required, indicate the necessary changes and forward Section A of the form to the designated email address to request a new quotation.
6. Complete the relevant sections regarding employer information, contact details, and contribution details as outlined in the subsequent pages.
7. Ensure all required documentation is attached based on the specific changes requested.
8. After completing the form, review all inputted data for accuracy before saving your changes.
9. Finally, download, print, or share the completed form as needed, ensuring to submit it to the appropriate email addresses provided for processing.

Start the process of completing your Sanlam Unity Umbrella Fund document online today!