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Request your policy documents

Already a Matla Wills & Estates client? Request copies of your policy documents and we'll send them to you securely once we've verified your identity.

For existing clients

Your documents, whenever you need them

Whether it's for the bank, a financial adviser or your own records, we'll provide certified copies of the documents on your plan.

Your policy schedule and plan details
A copy of your drafted will
Tax certificates and statements of benefits
Beneficiary nomination forms

Protecting your information: For your security, we verify every request before releasing documents. Please use the same details that are on your Matla policy.

Prefer to speak to us? Call +1 555 960 8060, Monday to Friday, 08:00–17:00, or email info@matlalife.co.za.

Document request form

Fields marked * are required.

Full name (as on your policy) *

ID number *

Policy / plan number (if known)

Email address *

Contact number *

Which documents do you need? *

Policy schedule Copy of my will Tax certificate Statement of benefits Beneficiary nomination Other (specify below)

Please select at least one document.

Preferred delivery

Additional notes

Not a client yet? Book a free consultation and we'll help you protect your legacy.