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Old mutual superfund withdrawal 2025

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The document is a Withdrawal Benefit Claim Form for the Old Mutual SuperFund, designed for employees who are resigning, retrenched, or dismissed. It requires completion by both the employer and the member, detailing personal and employment information, withdrawal type, and benefit options. The form outlines various choices for handling retirement savings upon leaving an employer, including remaining invested in the SuperFund, transferring to another fund, or cash withdrawal. Important tax implications and instructions for submission are also included.

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Click ‘Get Form’ to open the Old Mutual Superfund Withdrawal Benefit Claim Form in the editor.
Begin by filling in the 'Participating Employer Business Details' section. Include the employer's name, contact numbers, and email address.
Next, complete the 'Member’s Personal Details' section. Ensure you provide your title, surname, first names, RSA ID or passport number, and contact information.
In the 'Member Exit Details' section, indicate your final contributing month and date of withdrawal. Specify the amounts for employee and employer contributions.
Select your type of withdrawal (Resignation, Retrenchment, Dismissal) and provide remuneration details as required.
Choose your benefit payment options carefully. You can opt for Preserver Membership or transfer to another fund. Fill in any necessary details for cash payments.
Finally, review all sections for accuracy before signing the declaration at the end of the form.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I withdraw 100% of my provident fund?

For provident fund members who were 55 or older on T-Day and remain in the same provident fund, all retirement savings contributions made after T-Day (plus investment returns earned after that date) will also comprise Vested benefits. Up to 100% of Vested benefits may be taken as a cash lump sum benefit at retirement.

How long does an old mutual SuperFund withdrawal take?

2) How long does the process take? This process can take as little as 15 working days (after your last contribution is processed and the claim has been submitted by your Employer) provided that the administrator receives all necessary documentation, including your tax clearance and banking approval.

Can I withdraw money from old Mutual SuperFund?

Old Mutual SuperFund members cannot partly withdraw cash and invest the rest of their retirement savings into Preserver. There are also no part withdrawals allowed once invested in Preserver. A member must either invest all their retirement savings or withdraw all.

Can I withdraw money from my old mutual policy?

Only one withdrawal is allowed per tax year (1 March 28 February) per investment product. A minimum amount of R2000 applies per withdrawal. The maximum that you can withdraw is the amount in your Savings Pot/Component.

How long does provident fund withdrawal take?

Provided your tax affairs are in order, and you have submitted all the required documents (such as a copy of your ID, a completed instruction form stating where the money should go, and proof of banking details), it normally takes 14 to 21 business days to receive your provident fund pay-out.

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Can I withdraw money from my SuperFund?

You can access your superannuation (super) early in limited circumstances. This includes if youre in severe financial hardship. Your super fund makes decisions about early access to super and decides if youre in financial hardship.

Old mutual superfund withdrawal 2025

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