PENSION FUND II DOWNLOAD DOCUMENTS

Investment Switch

You are able to change your investment portfolio online on the Old Mutual website. See the link to the Old Mutual website on the landing page below to the right.

Online switches can be made at any time and at no cost.

In order to use the Old Mutual website you will need a Client ID number. You can find your Client ID number on your benefit statement.

You can also change your portfolio by doing a manual switch. Print out this switch form, complete and sign it and fax it to Old Mutual.

You will be able to change your Portfolio choice three times a year on 1 March, 1 July and 1 November at no cost.

Additional switches can be made at a cost of R250 plus VAT per switch.

Nomination of Beneficiary

One of the most challenging tasks facing the Trustees is to ensure that lump sum benefits paid on the death of a member are equitably allocated to all known dependants of that member. Although the nomination form is not binding on the Trustees, it does serve as an important guide in the event of the death of a member.

The Trustees therefore urge all members of the Fund to ensure that their Nomination of Beneficiary forms are completed, and thereafter updated on a regular basis, to reflect an accurate record of the status of each member’s dependants and/or nominees.

L11161 ISASA Dependants Info & Beneficiary Nomination Form