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How to fill out the Old Mutual Notification of Dependants and Beneficiaries Form

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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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