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Get Aviva Surrender Form
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How to fill out the Aviva Surrender Form online
This guide provides comprehensive instructions on how to fill out the Aviva Surrender Form online efficiently. By following these steps, you will ensure that all necessary information is provided accurately, helping to facilitate your request.
Follow the steps to complete the Aviva Surrender Form online
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Carefully review Part 1 of the form, which outlines important information regarding early full or partial withdrawal of your investment-linked policy. Familiarize yourself with the potential disadvantages and additional charges you may incur.
- Complete the Policy Number field. Ensure you enter the correct and complete policy number associated with the plan from which you intend to withdraw funds.
- In Part 2, indicate whether you are requesting a partial withdrawal or a full surrender of the policy. If opting for a partial withdrawal, be sure to specify the name of the fund, number of units, or the amount you wish to withdraw.
- If applicable, fill out the Payment Settlement section (Part 3A) by selecting your preferred payment method and providing the required bank details for direct credit, if chosen.
- If the funds are to be issued to another trustee, complete Part 3B with the necessary details of the payee. Ensure all required documents are enclosed, particularly if instructed.
- Complete Part 4 by signing the Declaration & Authorisation section. Ensure you read each statement carefully and confirm your agreement by signing where indicated. Multiple signatures may be required depending on the policy structure.
- Review all sections for accuracy and completeness. Make sure that all necessary signatures are consistent with your records.
Start filling out your Aviva Surrender Form online today for a seamless process.
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A surrender request form is a document you complete to formally request the termination of your insurance policy or investment bond, in this case, specifically the Aviva Surrender Form. This form collects vital information needed to process your request, such as your policy number and identification. It serves as proof of your intention to surrender the policy, ensuring a smooth experience.
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