Nominating Beneficiaries for Your Policies

What does nominating a beneficiary mean?

It means you decide who will receive the proceeds of your investment and/or death benefits after your passing. Claims with nominated beneficiaries are paid directly to the beneficiary, without going in to the estate, which could take longer to finalise.

Choose

You can choose one or more beneficiaries per policy. If you choose more than one beneficiary per policy, decide the percentage split of the proceeds that each beneficiary should receive.

Nominate

Make it official by nominating beneficiaries to your policies using either one of the below touchpoints.

What do you need to nominate beneficiaries?

You need the following information:

Your policy number/s
The beneficiary’s information:

Name
Surname
Date of birth
Gender
Nationality
ID number or birth certificate number for beneficiaries younger than 18 (if possible)

How do you nominate beneficiaries for your policies?

You can nominate beneficiaries to your insurance or investment policy using either one of the below:

Old Mutual Website

Once registered:

1. Log in

2. Click on the “Manage” icon on the left of the page

3. Select “Beneficiaries" from the menu

4. Select “Add beneficiary” on the bottom of the page and follow the prompts

Old Mutual Call Centre

Have the policy numbers and beneficiary details ready and phone our call centre:

0860 50 60 70

Your Financial Adviser

Speak to your Old Mutual Financial Adviser. If you don’t have an adviser we can connect you with an adviser.