Get Switch And Redirection Form - Zurich Insurance

This guide will assist you in completing the Switch And Redirection Form for Zurich Insurance online. The form allows you to manage your investment funds efficiently, and following these steps will ensure accuracy and clarity in your submissions.

Follow the steps to complete the form online.

1. Click ‘Get Form’ button to obtain the Switch And Redirection Form and open it in the editor.
2. In Section 1, enter the policy number(s) for which you wish to request fund changes. You will need to ensure that the correct policy details are provided to authorize the changes.
3. In Section 2, indicate whether you are switching present fund holdings. Use CAPITAL letters and provide the five-character fund code for both the funds you are selling from and the ones you are buying into. Specify the cash value or percentage of the fund, ensuring it is accurate.
4. In Section 3, if you wish to redirect future payments, specify the five-character fund code for the fund into which you want to invest. Again, input the cash value or percentage, and ensure that the total equals 100%.
5. Proceed to Section 4, where you will complete a checklist to confirm that you have stated the correct fund codes, validated the availability of chosen funds, and confirmed that your selections do not exceed the product maximum.
6. Sign the form in the designated area, ensuring that all policy owners or authorized signatories have signed it.
7. Lastly, provide your contact details (telephone number, fax number, and email address) for any potential queries regarding your submission. After reviewing your completed form, you can save changes, download, print, or share it as needed.

Prepare and complete your forms online to manage your investments efficiently.