Protektor Claims Booklet for members - Old Mutual

■ Beneficiary nomination on record.
■ Copy of Will (if no Will, confirmation required that there is none).
■ Copy of Final Divorce Order and Settlement Agreement (If not applicable, must be confirmed on Claim
Form)
■ If the ex-spouse was financially dependent on the deceased in terms of the Divorce Order, he/she
must complete an affidavit confirming this dependency.
■ Executor to complete an affidavit confirming value/solvency of estate/financial status of children.
■ Option Form from spouse/beneficiaries (how his/her proceeds must be paid).
■ If option to purchase annuity has been exercised – Is annuity form completed i.e the type of annuity
to be purchased and from which insurer.
They should then return these documents to the nearest
Old Mutual branch or directly to:
Protektor Fund
PO Box 1
Mutualpark
7451
Standard method of payment:
All benefits will be paid directly into the bank account(s) specified
on the claim forms. It is, therefore, important that you supply the
correct banking details on the claim form – namely:
■ Bank account number.
■ Bank branch code.
■ Name of account holder.
Protektor Claims Booklet
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