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.