Get Application For Surrender And Discharge Of Policy - Scotiabank

Filling out the Application For Surrender And Discharge Of Policy - Scotiabank is a straightforward process designed to facilitate the termination of an insurance policy. This guide will walk you through each step to ensure you complete the form accurately and efficiently.

Follow the steps to complete the application form online.

1. Locate and press the ‘Get Form’ button to access the Application For Surrender And Discharge Of Policy - Scotiabank and open it in your editor.
2. Fill in the policy number in the designated field. Ensure the number corresponds with the policy you wish to surrender.
3. Provide the full name of the policyholder in the section labeled 'Policyowner'. This must be the person who holds the insurance policy.
4. If the life insured is different from the policyowner, indicate their name in the respective field. This helps clarify who the policy applies to.
5. Remember, all parties with an interest in the policy, including the policy owner, assignee (if applicable), and beneficiaries with a vested interest, must sign the form.
6. In the declaration section, confirm that all signatories are of legal age and that no other individuals have claims on the policy.
7. Specify the date and location where you are completing the form in the provided fields.
8. Collect all required signatures from the policyowner, witness, irrevocable beneficiary, and assignee as needed.
9. After completing the form, save your changes. You may then choose to download, print, or share the document as required.

Start completing your documents online today!