In order to claim or disinvest from the following products:

• 2-in-ONE Plans (Savings, Education)
• Life Plan
• Savings 4 Retirement

Please speak to your adviser or email this Service Centre. Remember to include your: ID number, policy number and contact details.

In order to partially or fully disinvest from the following products:

• Old Mutual Tax Free Savings Account
• Old Mutual Invest Flexible Plan
• Old Mutual Unit Trusts which includes unit trust investments, Unit Trust-linked Retirement Annuities, Unit Trust-linked Living Annuities
• MAX Investments
• XtraMAX
• MAX Optimal
• Flexidowment
• Flexipension

Please speak to your adviser or email this Service Centre. Remember to include your: ID number, policy number and contact details.

• Copy of ID document for the:
• Contracting party (the person who bought the policy or signed the contract) or
• Life covered or
• Beneficiary
• Copy of a birth certificate if you are claiming on behalf of a child
• Proof of address
• Banking details
• Letter of executorship when the benefit needs to be paid to an estate
• Proof of personal income if you are claiming on an income benefit

Death is a terrible experience for anyone. With this comes the responsibility of dealing with the funeral. We promise you a quick process when you need to claim to ensure that the family is well taken care of.

Once we have received all the required documentation for a valid claim and approve the claim, we aim to pay:

• Final expenses death benefits within 48 hours
• All other death claims within 15 working days

Death Cover

• Death benefit claim form
• Beneficiary claims form

Funeral Cover

• Funeral claim form

Final Expense Claims

• Final expense claims form

Terminal illness

• Terminal illness claim form

Certificate of Medical Attendant

• Death claim form - certificate of medical attendant

Declaration by police

• Death claim form - declaration by police

Download the “how to claim” document here.
Submit all your claim forms to:
Email Address: Claims
Telephone: 0860 10 22 74 (RSA) or +27 21 503 1802 (International)
Fax: 0860 60 45 02
Post: PO Box 202, Mutualpark, 7451, South Africa
Read the FAQs

We promised to help you FIGHT BACK when you need it most because we understand that recovering from a severe illness is tough… physically, emotionally, and financially. That’s why we aim to process your claims as quickly as possible so that you can get access to your lump sum payment in your benefit to help you recover.

Severe illness

• Severe illness benefit claim form - statement by contracting party
• Severe illness benefit claim form - statement by medical specialist
• Child severe illness benefit claim form - statement by contracting party
• Child severe illness benefit claim form - statement by medical specialist

Severe Illness 100% Peace of Mind

• 100% Peace of Mind

Download the “how to claim” document here
Submit all your claim forms to:
Email Address: Claims
Telephone: 0860 10 22 74 (RSA) or +27 21 503 1802 (International)
Fax: 0860 60 45 02
Post: PO Box 202, Mutualpark, 7451, South Africa
Read the FAQs

Facing a sudden disability or being functionally impaired is very difficult especially, if you are not prepared. We are here to help you navigate the process so that you can access your benefits as soon as possible.

Disability lump sum and disablity income claims

• Benefit claim form - certificate of medical attendant
• Disability claim form – business overheads
• Disability benefit claim form - statement by contracting party
• Disability benefit claim form - statement by contracting party (7 day waiting period)
• Disability benefit claim form - statement by employer
• Disability benefit claim form – statement by medical attendant
• Disability benefit claim form – daily tasks test by medical attendant
• Full set of requirements
• Reduced set of requirements
• Sickness income benefit claim form

Child impairment and congenital birth defects benefit

• Child impairment and congenital birth defects benefit - statement by the contracting party
• Child impairment and congenital birth defects benefit - statement by the medical specialist
• Attach the unabridged birth certificate to the form.

Functional or Physical impairment benefit

• Functional or physical impairment benefit claim form - statement by contracting party 
• Functional or physical impairment benefit claim form - statement by the medical specialist

Capital and Professional Provider benefits

• Statement by claimant
• Statement by medical specialist
• Statement by employer if not self-employed

Click here for a more detailed set of all the benefits and their requirements.
Submit all your claim forms to:
Email Address: Claims
Telephone: 0860 10 22 74 (RSA) or +27 21 503 1802 (International)
Fax: 0860 60 45 02
Post: PO Box 202, Mutualpark, 7451, South Africa
Read the FAQs

Other necessary GREENLIGHT claim forms can be found below:

Maternity form

• Maternity benefit claim form

Retrenchment form

• Retrenchment benefit claim form - by employer
• Retrenchment benefit claim form - life covered

Terminal Illness form

• Terminal illness claim form

Accidents happen. It's so important to have reliable insurance – and you can definitely expect that when you are insured with Old Mutual Insure.

• Motor Theft Claim Form
• Motor Accident Claim Form
• Injury and Illness Claim Form
• Glass Claim Form
• Public Liability Accident Report Form
• Property Loss Damage Claim Form

Please visit the Old Mutual iWYZE Claims page.