Get Old Mutual Wealth Withdrawal Form

This guide provides clear and comprehensive instructions on how to complete the Old Mutual Wealth Withdrawal Form online. Whether you are making a partial or full withdrawal from your Collective Investment Account (CIA), this document will help you navigate the required fields and procedures with ease.

Follow the steps to successfully complete your withdrawal form.

1. Press the ‘Get Form’ button to access the Old Mutual Wealth Withdrawal Form and open it for editing. Ensure you have the latest version for accurate processing.
2. Begin by filling out the CIA details section. This includes your CIA number, full names, and permanent residential address. If your address has changed within the last 12 months, be prepared to provide proof of the new address.
3. Include your contact information, such as your telephone number and email address. If there are joint investors, provide their full names as well.
4. Indicate who should be contacted regarding any queries about your instruction by selecting either your financial adviser or yourself.
5. Choose from the withdrawal options available: a specific amount, a percentage, or specific funds. Ensure that the amount to withdraw meets the minimum requirements to keep your account open.
6. If you are withdrawing from specific funds, complete the necessary table with details about the funds you wish to sell, specifying amounts or percentages as required.
7. Complete the payee’s details, specifying whom the payment should be made to, including name, address, and the required bank details if applicable.
8. Carefully review and complete the declaration and authority section, ensuring that all necessary parties have signed the form.
9. If requested, provide additional documents such as proof of identification, bank account ownership, and trust documents if applicable.
10. Once all sections have been completed, you can save your changes, download or print the form, and share it as necessary.

Complete your Old Mutual Wealth Withdrawal Form online now for a smooth withdrawal experience.