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 Form – send completed form to HRSCBenefitsandExitsTeam@oldmutual.com

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. Please see the relevant documentation on OM Way or email HRSCBenefitsandExitsTeam@oldmutual.com to request information and forms.

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 Self Services)

Solutions at Retirement

• Find the documentation about annuity options and Solutions at Retirement on the SuperFund website

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

• Retirement Contribution Election Form (Field Staff)