ADMINISTRATION FORMS


This page lists the servicing activity available to you as a Contract holder.

Life Account Archive - Administration Forms
OMG (South African Investors)
Contract Actions / Options Actions & Form(s) required
1 Appointing new Nominated Beneficiaries after the start of your Contract Completion of: Beneficiary nomination form - individuals
OR
Beneficiary nomination form - trusts or charities
2 Assignments & Cessions Completion of either: Deed of Assignment form
OR
Notification of Assignment as Collateral Security ("Security cession") form
3 Changing the investment choices you have made Completion of: Fund Switching form
OR
Redirection of Recurring Contributions form
4 Requesting either a complete or partial encashment of your contract Completion of: Form of Discharge, Encashment or Partial Encashment form
5 Change, add or remove lives assured from the contract Completion of: Change of Lives Assured form

**Life Account 2 was launched in November 2009. The details above relate to contracts taken out prior to this date.

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