Forms

Additional Life Cover Forms

• Short Medical Report and GAP Blood Profile form (Medical Examination Request form) to apply for Full Cover. See the helpful Full Cover Application Guide for details about the process.
• Life Assurance Conversion Option Form (To convert your Life Cover when you leave Old Mutual’s employment)
• Voluntary Top-Up Life Cover Beneficiary Nomination to be completed on Workday

Exiting/Retiring from the Fund

• When you EXIT or  RETIRE, you will need to complete certain documentation in line with Old Mutual’s HR processes. The relevant documentation can be found on Workday.

Death Claims Forms

• Please see the Death Claims Process page

Family Funeral Cover Form

• Family Funeral Cover Claim Form

Transfers into the Fund

•  Transfer-In Form

Settlement of Divorce Benefits

• Application for Settlement of Divorce Benefits by Non-member Spouse Form
• Divorce Letter of Consent

Investments

• Fax Investment Switch Form
• (You can also switch online using Secure Services)

Solutions at Retirement

• You can find more information about the three annuity options selected by the Management Board of Old Mutual SuperFund in the Solutions at Retirement brochure.
• Fund Select Annuity Beneficiary Nomination Form
• Old Mutual SuperFund Living Annuity Beneficiary Nomination Form

Field Staff (non-TGP employees): Contribution Rate Change Form

• Retirement Contribution Election Form (Field Staff)