NB: Officer should inform Policyholder that they can only convert savings/investment plans to IPP or Family Care and not vice versa.
NB. Officer must ensure that the age of the new life falls within the policy's age limits.
NB. Officer must explain the implications of this change to the Policyholder. There may be a need for the Policyholder to write out the names of all his/her intended beneficiaries each time this request is made.
NB. Officer must explain the implications of this change to the Policyholder. There may be a need for the Policyholder to write out the names of all his/her intended beneficiaries each time this request is made.
NB. Officer must ensure that the age to be changed falls within the policy's age limits.
To Controller
To other pay points
NB. Officer must ensure that the digits of the account number are up to the required number, and ensure that the bank's branch is stated on the mandate form.
Client must provide proof that the new name and the name on the policy refer to the same person. Proof may be in the form of:
A. Client must complete and sign EL Benefit Claim Form
B. The following documents must be submitted: