Get Skandia Request For Withdrawal Surrender Or Maturity Form

The Skandia Request For Withdrawal Surrender Or Maturity Form allows users to request various types of withdrawals from their policies. This guide provides a clear, step-by-step walkthrough on how to accurately complete the form online, ensuring all necessary information is provided for a smooth processing of your request.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the details of the policy or policies from which the payment will be made. Include the policy number(s), the full name(s) of the policyholder(s), their permanent residential address, and contact information.
3. Indicate the type of encashment required by selecting one of the options in section B. Ensure to fill out only the relevant sections depending on whether you are requesting a full surrender or partial surrender.
4. If applicable, provide details for regular withdrawals in section C. Specify the amount or percentage to be withdrawn, the frequency of the withdrawal, and the date of the first withdrawal.
5. Complete section D if you are encashing specific investments. Clearly state which assets should fund the surrenders, indicating the percentage or value for each.
6. Fill out the payment details required in section E, including the bank account information where the payment should be sent. Ensure that the payment method complies with the specified requirements.
7. All policyholders must sign and date the authorization in section F, confirming their understanding of the terms and confirming their entitlement to the benefits of the policies.
8. If the payment is to be split between joint policyholders, provide the second policyholder’s bank details in section G.
9. Once all sections are completed, review the form for accuracy. Save your changes, and then proceed to download, print, or share the completed form as needed.

Complete your Skandia Request For Withdrawal Surrender Or Maturity Form online today for a streamlined process.