Get Za Old Mutual New Zero Interest Loan/disinvestment And Plan/savings Benefit Cancellation Form 2020-2025

Filling out the ZA Old Mutual New Zero Interest Loan/Disinvestment And Plan/Savings Benefit Cancellation Form online may seem challenging, but this guide breaks down each section for you. By following clear steps, you can complete the form accurately and ensure your submission is successful.

Follow the steps to accurately complete the form online.

1. Click ‘Get Form’ button to access the form in your preferred online format for editing.
2. Begin with Section 1: Details of Contracting Party. Fill in your title, full name, ID number, and residential address. Ensure all fields are completed in block letters.
3. Proceed to Section 2: Zero Interest Loan. Indicate your request for a loan, providing details such as the amount and specific funds from which the loan will be drawn.
4. In Section 3: Disinvestment, specify whether you are requesting a part or full disinvestment by ticking the appropriate block. Provide any necessary fund details.
5. For Section 4: Plan/Savings Benefit Cancellation, indicate your intention to cancel. Acknowledge the conditions related to cancelling your plan.
6. Fill in Section 5: Payment details. Include your bank account information where you want the net amount to be credited.
7. Complete Section 6: Communication preferences by choosing your method of receiving confirmations from Old Mutual.
8. In Section 7: Declarations, read through the statements and provide your signature, affirming your understanding and consent.
9. Finish with Section 8: Identification, which requires a witness to verify your identity. This must be completed by an authorized person.
10. Once the form is completed, save your changes. You may download, print, or share the form as required.

Start completing the ZA Old Mutual form online now for a streamlined process.