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How to fill out the Old Mutual Notification of Dependants and Beneficiaries Form
- Click ‘Get Form’ to open it in the editor.
- Begin by filling in your Employer Name, Scheme Code, Member Surname, Full Names, Member Reference Number, ID Number/Passport Number, Home Telephone Number, and Cellphone Number. Ensure all entries are in block letters for clarity.
- Indicate your Marital Status by ticking the appropriate box. This information is crucial for determining your dependants.
- List your dependants and nominees in the designated sections. Include their Full Names, Title, ID/Passport Number, Contact Telephone Number, Relationship to you, whether they are financially dependent on you (Y/N), and their % Share of benefits.
- Ensure that the total percentage share adds up to 100%. If you have more beneficiaries than space allows, make a photocopy of the form and complete it accordingly.
- Sign and date the form at the bottom to confirm your nominations. Remember that this nomination cancels any previous ones.
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