Get Edm60812pdf Form

Filling out the Edm60812pdf form online is an essential step towards managing your policy effectively. This guide provides clear, step-by-step instructions to ensure a smooth and accurate completion of the form.

Follow the steps to complete the Edm60812pdf form online.

1. Click the ‘Get Form’ button to access the Edm60812pdf form and open it in your preferred online editor.
2. Begin with the policy owner details. Provide your policy number, full name, and home address, including the postcode. This information is critical for identifying your account.
3. Enter your contact information by providing a phone number and the best time to reach you. This will facilitate communication if any clarification is needed.
4. Choose whether to undergo an electronic identity check by ticking the appropriate box. If you prefer not to proceed with this check, understand that it may cause a delay in processing your request.
5. Indicate if you are requesting a full surrender by ticking the corresponding box. If so, ensure to prepare the original or a replacement policy document for submission.
6. For a partial surrender, select your desired withdrawal amount or percentage of the policy value. Ensure your policy qualifies for partial withdrawals.
7. Select your preferred method for the withdrawal. Follow the guidance provided on options regarding which segments or funds to withdraw from.
8. Fill in your bank details, including account holder name(s), account number, sort code, and the name and address of your bank. For non-UK accounts, provide SWIFT/BIC and IBAN details if necessary.
9. Tick the relevant boxes to confirm any additional documentation you are enclosing, based on your selected payment method.
10. If submitting the declaration, ensure all policy owners sign it, confirming that they agree with the surrender request and refund details. If documents are lost, a witness must observe the signing.
11. Review all the information carefully before saving your changes. You can then download, print, or share the completed form as necessary.

Complete your Edm60812pdf form online today for efficient policy management.