Get Zurich Surrender Request Form

Filling out the Zurich Surrender Request Form online is a straightforward process that allows users to manage their life plans efficiently. This guide provides clear instructions on each section of the form, ensuring a smooth completion experience.

Follow the steps to complete the Zurich Surrender Request Form online.

1. Click ‘Get Form’ button to obtain the Zurich Surrender Request Form and open it in the editor.
2. Enter your personal details in the designated fields. This includes your plan number, name, date of birth, address, postcode, and contact numbers. Make sure to provide accurate information, particularly if your details have changed recently.
3. In the surrender details section, choose either full surrender or partial surrender. If opting for partial surrender, specify the amount you wish to withdraw and write it out in words for clarity.
4. Provide payee details. If the plan is in trust, ensure to indicate payment must be made jointly to the trustees or to the named beneficiary(ies).
5. Complete the section for delivery of payment. You can choose to receive the payment directly to your bank or have it sent to your home address. Fill in the required bank details carefully.
6. Include the assignee's authority if your plan has been assigned. This is crucial for processing your surrender request.
7. Read and sign the declaration section. Ensure all plan owners sign the form as required, acknowledging consent to the terms stated.
8. Check the requirements checklist to ensure all necessary documents and information are included. This prevents delays in the processing of your request.
9. Once you have completed the form, you can save changes, download, print, or share the document as needed.

Complete your Zurich Surrender Request Form online today for a seamless experience.