Get Aviva Surrender Form

Filling out the Aviva Surrender Form online is a straightforward process that helps you request a withdrawal from your investment-linked policy. This guide provides step-by-step instructions to ensure that you complete the form correctly and efficiently.

Follow the steps to fill out the Aviva Surrender Form online.

1. Click ‘Get Form’ button to obtain the Aviva Surrender Form and open it in the editor.
2. Complete the policy number section at the top of the form, ensuring you enter your specific policy number accurately.
3. In Part 1, carefully review the information regarding potential losses and charges associated with early withdrawal, ensuring that you understand the implications.
4. Indicate whether you were advised by an adviser to withdraw the policy by selecting 'Yes' or 'No'.
5. If you answered 'Yes', ask your adviser to fill out the Adviser’s Acknowledgement section, providing their signature, code, name, and date.
6. In Part 2, select whether you want to make a partial or full withdrawal. If partial, specify the number of units or the withdrawal amount in the contract currency, adhering to the minimum requirements.
7. In Part 3A, choose your preferred payment method by ticking the appropriate box and filling in the required bank details, including account name, number, and swift code.
8. If applicable, complete Part 3B by authorizing payment to another trustee, ensuring you enclose a copy of the payee's identification.
9. In Part 4, sign and date the declaration, confirming your understanding of the withdrawal implications and acknowledging receipt of the surrender proceeds.
10. Conclude by checking that all sections are filled out completely and correctly before saving changes, downloading, or preparing the form for submission.

Take the necessary steps today to complete the Aviva Surrender Form online and manage your investment-linked policy efficiently.