0860 22 22 88
[email protected]
Helpdesk hours: 8h00 to 16h00 Monday to Friday.
Walk-in Help Desk
Par Du Cap, 3 Mispel Road
Bellville, Cape Town
Check your fund balance here: Register/Login
Two Pot Claim Enquiries: [email protected] | Sharecall: 0860 22 27 39 | Whats App: 071 909 7889
E-Forms
Please ensure that you complete the correct form and supply all the necessary information and supporting documents where required.
The more comprehensively you complete forms, the more speedily and efficiently will the administrators process your claim.
Forms to complete
All forms must be sent through to [email protected]
Installation Form
To be completed when: an employer becomes a participating employer
Supporting documents required:
- Initial billing schedule
- Company registration documents
- Employer Portal Registration Form
- Personal Liability Form
Personal Liability Form
To be completed when: an HR representative is appointed as a responsible person for ensuring payment of retirement fund contributions
Employer Portal Registration Form
To be completed when: an employer wishes to convert to the online administration system
The completed form signed by the authorised persons.
New Member Entry Form
- Copy of members’ ID
Withdrawal/Retirement Form
Requirements:
- Copy of members’ ID
- Member’s personal tax reference number
Two-Pot Savings Withdrawal Form
Beneficiary Nomination Form
The death and funeral benefit beneficiary nomination forms have now been combined. It is extremely important that BOTH sections are completed in full. Once completed hand a copy to your employer and email a copy to [email protected]
Admission of Liability Form
Section 37D(1)(b)(ii) of the Pension Funds Act, 24 of 1956 (the Act) says that funds may deduct any amount due by a member to their employer on the date of their retirement or the date on which they stop being a member of the fund. Such deduction must be in respect of compensation for theft, dishonesty, fraud or misconduct by the member, for which the member has admitted liability in writing to the employer or judgment has been obtained against the member.
Disability Claim Form
Download the Old Mutual disability claim pack here.
Requirements:
- Certified copy of members identity document
- Proof of banking details and payslip of last month/week that member was physically at work i.e. not when on sick leave or annual leave or last date actually paid by the employer
- Confidential medical report.
Death Claim Form
Download the Old Mutual funeral benefit claim pack here.
Requirements:
- Bank statement of Spouse / claimant
- Bi 1663 form – notification of death
- Certified copy of death certificate
- Certified copy of Members identity document
- Certified copy of spouse/claimants identity document
- Completed Death Claim Form.
Submission of Disability Claims
This flowchart is a summary of the disability claim process, for more details click here: Old Mutual Disability Claims Process
Funeral Benefit
There are various additional benefits, download the Old Mutual funeral support pack here.
Old Mutual must be contacted directly on 0860 000 500 or, alternatively, please contact the Help Desk on 0860 22 22 88 for more information.
Housing Loans
The employer must have an agreement with Standard Bank as you will be responsible for deducting the loan instalment from the member’s salary. The member is required to contact the help desk, who will be able to provide them with the surety amount (maximum amount they can apply for). The member will then be required to complete the application form and submit the supporting documents to the Help Desk – [email protected] | 0860 22 22 88. The Help Desk will then submit the application form to the bank.
Standard Bank will contact the member directly to advise whether their loan has been approved; if yes, the money will be paid directly into the member’s bank account. The instalment must be deducted from the member’s salary on a monthly basis and paid directly to the Bank.
Download the diagram below here
Fund Transfer Details
This form is used as and when a member leaves or joins the Fund and wants to transfer the benefit they have accrued in another fund to our fund or from our fund to their new fund.