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Get Aviva Withdrawalsurrender Form
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How to fill out the Aviva Withdrawalsurrender Form online
Completing the Aviva Withdrawalsurrender Form online is a straightforward process that allows you to submit your request efficiently. This guide will provide you with detailed instructions to ensure you fill out the form correctly and understand each section.
Follow the steps to complete the form accurately
- Press the ‘Get Form’ button to access the document and open it in an editor suitable for online completion.
- Enter your policy number in the designated field to identify your insurance policy accurately.
- Read the important notice provided in Part 1 about the implications of surrendering your policy. This information will help you understand the potential financial consequences.
- Complete the Policyowner/Trustee/Assignee/Beneficiary's Acknowledgement section by indicating whether you were advised by an Adviser to withdraw this policy. Select 'Yes' or 'No' as applicable.
- If you selected 'Yes,' ensure your Adviser fills out the Adviser’s Acknowledgement section, including their signature and personal details.
- Choose between a Full Surrender Request or a Partial Withdrawal Request in Part 2 or Part 3A respectively. Provide the requested amount for the partial withdrawal if applicable.
- In Part 4A, select the currency for payment, ensuring to tick the appropriate boxes. Note that payments will be made by cheque.
- In Part 5, read and agree to the Declaration & Authorisation statements. Ensure you sign the form, providing your name, NRIC number, mobile number, and email address.
- Review all information for accuracy, ensuring all required signatures are present as specified in Part 6.
- Upon completion, save your changes, download the filled form, and print it if needed. Share the form as required to submit your request.
Complete your Aviva Withdrawalsurrender Form online today for a hassle-free experience.
To withdraw from Aviva, you must complete the Aviva Withdrawalsurrender Form. This form allows you to specify the amount and type of withdrawal you wish to make. After you fill it out, submit it directly to Aviva along with any required identification. If you need assistance, platforms like uslegalforms can provide resources and guidance to help you navigate the withdrawal process smoothly.
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