Get Za Sanlam Sci005e 2023-2026

Filling out the ZA Sanlam SCI005E Unit Trust Disinvestment Form accurately is essential to ensure smooth processing of your disinvestment request. This guide provides clear and supportive instructions to help you complete the form with confidence.

Follow the steps to complete the form correctly.

1. Click the ‘Get Form’ button to access the form and open it in your preferred document viewer.
2. Begin by entering your investor details in the first section, which includes your investor code, title, first name(s), surname or registered legal name, identity or passport number, and date of birth. Be sure to input accurate information to avoid delays.
3. Provide your contact information, including your work telephone number, cell number, and email address. Make sure all the numbers include the appropriate country and area codes.
4. In the disinvestment options section, specify the account number or the name of the unit trust fund you wish to disinvest from. You also need to choose how much you wish to disinvest by providing the amount in Rands, the number of units, or indicating if you want to withdraw all units.
5. If applicable, indicate whether you want to cancel your monthly debit order or monthly withdrawal switch. Complete the broker/adviser details if payments are directed to another Sanlam product.
6. Next, fill in the bank details section. This includes the name of the account holder, identity or passport number, the name of the bank, account number, branch name, branch code, and the type of account.
7. Sign and date the declaration to confirm your understanding of the important notes and terms and conditions. If you are an authorised signatory, sign and date on the designated line as well.
8. After completing the form, ensure you make any necessary changes and initial them. Only the second page of the form should be returned.
9. Finally, save any changes made to the document, and you can then choose to download, print, or share the form as needed.

Complete your ZA Sanlam SCI005E form online today for a streamlined disinvestment process!