
Values request form Company : The Great-West Life Assurance Company Owner : The legal owner of the policy(ies) Page 1 of 2 For branch office use only: To From Date Financial security advisor Branch.
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How to fill out the GWL Redemption Request Form - Canadian Shield Financial online
Filling out the GWL Redemption Request Form is a key step in managing your insurance policy with the Canadian Shield Financial. This guide will provide you with a clear, step-by-step approach to complete the form accurately and efficiently.
Follow the steps to successfully complete your GWL Redemption Request Form.
- Press the ‘Get Form’ button to access the GWL Redemption Request Form and open it in your preferred PDF viewer or online tool.
- Enter the date of the request in the designated field. This helps to establish when the request was made.
- Fill in the policy number associated with your insurance policy to ensure the request is processed for the correct account.
- Provide the name of the insured and the name of the owner as they appear on the policy to verify the identity associated with the account.
- Specify the amount for the policy loan request, if applicable, indicating the maximum available or another specified amount based on Section 5 or 6.
- Outline any dividend accumulation withdrawal requests, including the amount you wish to withdraw and the surrender of paid-up additions, if relevant.
- Indicate your preferred dividend option for future disbursements, such as cash payments or paid-up additions.
- If surrendering or cancelling the policy, check the appropriate box and ensure the policy contract is returned with the request.
- Detail the disposition of policy proceeds in the section provided, indicating how you would like the funds handled.
- Add any remarks or additional instructions as necessary to provide further clarity on your requests.
- Sign and date the form in the designated areas, ensuring all necessary signatures (owner, joint owner, beneficiary, or assignee) are included, if applicable.
- Finally, save your changes, download a copy of the completed form, print it for your records, or share it as required.
Complete your GWL Redemption Request Form online today to ensure timely processing of your request.
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