Get Old Mutual Superfund Withdrawal Benefit Claim Form 2013-2026

Completing the Old Mutual Superfund Withdrawal Benefit Claim Form online can streamline your withdrawal process. This guide provides detailed, user-friendly instructions to help you accurately fill out each section of the form.

Follow the steps to effectively complete your claim form online.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Complete the participating employer business details by providing the name of the employer, telephone number, cellphone number, email address, and contact branch.
3. Fill in the participating employer scheme details, including the scheme code and member’s SuperFund reference number.
4. In the member’s personal details section, accurately input your title, surname, first names, RSA ID, date of birth, income tax number, passport number (if applicable), and contact information.
5. Enter your residential address along with a postal address, if different.
6. Provide your member exit details, including final contributing month, date of withdrawal, and amounts of final contributions from both the employee and employer.
7. Select the type of withdrawal: resignation, retrenchment, or dismissal.
8. Fill out remuneration details, specifying your final gross annual salary and taxable salary at the date of exit.
9. Indicate if any offshore service was performed and complete the respective details if applicable.
10. State if any prior claim is payable and attach a Prior Claim Form if yes.
11. Read through and complete the declaration by the participating employer section if you're an employer.
12. Complete the benefit options section carefully, selecting your preferred method for the benefits, considering the impact on your retirement savings.
13. Fill in the method of payment for cash, providing account holder details, bank information, account number, and type of account.
14. Sign and date the declaration by member section, ensuring all information is correct.
15. Once completed, save changes, download, print, or share the form as necessary.

Complete your Old Mutual Superfund Withdrawal Benefit Claim Form online now for a swift process.