Old mutual beneficiary forms 2026

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The document is a notification form for dependants and beneficiaries related to the Old Mutual SuperFund. It outlines the process for members to nominate individuals who will receive benefits in the event of their death, including guidelines on listing dependants, allocating shares of benefits, and providing additional motivations for share allocations. The form emphasizes the importance of updating nominations as personal circumstances change and informs members about the Trustees' role in apportioning benefits according to the Pension Funds Act.

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Click ‘Get Form’ to open the Old Mutual Beneficiary Form in the editor.
Begin by filling in your personal details, including your employer name, scheme code, member surname, full names, reference number, and ID or passport number. Ensure all entries are in block letters for clarity.
Indicate your marital status by selecting the appropriate option. This information is crucial for determining your beneficiaries.
List your dependants and nominees in the designated fields. Include their full names, titles, ID numbers, contact numbers, relationships to you, and whether they are financially dependent on you. Remember to allocate percentage shares that total 100%.
If necessary, photocopy the form to accommodate additional beneficiaries. Once completed, sign and date the form at the bottom.

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Versions	Form popularity	Fillable & printable
2017	4.8 Satisfied (70 Votes)
2014	4.3 Satisfied (167 Votes)
2014	4.3 Satisfied (91 Votes)

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How to complete beneficiary form?

Write the names of the first beneficiary(ies) you would like to receive your benefit after you die. You may name an individual(s), entity (such as a charity, business, religious organization, funeral home, etc.), trust, or estate. You may name more than one.

How to complete and submit the final beneficiary report?

Steps Check that the project is up to date. Click on Reports and Generate the Beneficiary Report Click on Edit Draft Report screen opens. Fill in the Beneficiary Report. Add the Annexes. Complete the Checklist Click on Start submission process button and Confirm submission

What should I write in beneficiary?

Typically, youll want to name your spouse, children, or other financial dependents as your beneficiaries. However, you may also consider naming siblings, other family members, a friend, or even a nonprofit organization, trust, or your estate to inherit your account.

How do I claim the death benefit on Old Mutual?

Call 0860 61 62 63 to claim this benefit. Make sure that you have the following information ready: contract number and ID number of the policyholder, names, surnames and dates of birth of the claimant and insured person and cellphone number of the claimant.

How long does an Old Mutual take to pay beneficiaries?

Note: Old Mutual will not follow up for any outstanding documentation. HOW LONG DOES IT TAKE TO PAY CLAIMS? Upon receipt of all the required claim documentation, valid claims should usually be paid within two working days. For most banks, the funds will reflect in the payees bank account in this period.

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