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Client Update Form

This document is a client update form from ARM Pension Managers requesting updated personal information from a client such as name, addresses, contact details, employment details, next of kin, and account type. The form notes that completed forms may be scanned and emailed to the company and lists required documents for certain types of updates like changes of name, address, employer, or staff ID.

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Babatunde Amina
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20 views

Client Update Form

This document is a client update form from ARM Pension Managers requesting updated personal information from a client such as name, addresses, contact details, employment details, next of kin, and account type. The form notes that completed forms may be scanned and emailed to the company and lists required documents for certain types of updates like changes of name, address, employer, or staff ID.

Uploaded by

Babatunde Amina
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Confidential

CLIENT UPDATE FORM


The Managing Director
ARM Pension Managers
5 Mekunwen Road
Ikoyi, Lagos

Dear Sir,
DATA UPDATE FORM
Please update your database with my current information (Please tick as required):

Update type: Name Residential Address Phone number Email Address NOK

Employer Staff ID/File Number E-Statement Subscription Designation

Correspondence Address K.Y.C - Proof of ID Proof of Address Marital Status

Account Type: RSA Retiree Account

Name: (Mr./Mrs./Dr/Others) ____________________________________________________________________________


First Name Middle Name Surname

RSA PIN P E N

Current Address: _______________________________________________________________________________________


_____________________________________________________________________________________________________
Email Address: _________________________________________________________________________________________
Phone number(s): _______________________________________________________________________________________
Marital Status: Single Married Separated Divorced

Employer Name & Address: ______________________________________________________________________________


(Room No.) ________________________________(Floor)______________________________________________________
Staff ID/File Number/Ranks: _____________________________________________________________________________
Designation/Unit/Department: ___________________________________________________________________________

Name & Address of Next of Kin (NOK): ____________________________________________________________________


_____________________________________________________________________________________________________
Phone number of Next of Kin: ____________________________________________________________________________
Relationship with Next of Kin: ____________________________________________________________________________

***Please note that Next of Kin should not be a minor***


________________________
Authorised signatory & Date

For official use only

_________________________________ _________________________________
Authorised by Signature & Date

For further enquiries:


www.armpension.com please note that completed forms may be scanned to [email protected]
[email protected]

Required documents for update:


Change of name
 Application form Change of Staff ID/File Number K.Y.C - POA – Proof of Address
 Sworn Affidavit  Application Form  Application form
 Newspaper publication  Staff ID  Utility bill
 Valid means of ID Residential Address POI – Proof of Identity
 Marriage Certificate  Application Form Application Form
Change of Employer  Utility Bill Valid means of ID
 Application Form
 Staff ID

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