Get Policy Fund Withdrawal Form

Filling out the POLICY FUND WITHDRAWAL FORM online is a straightforward process designed to help you manage your policy efficiently. This guide will provide you with step-by-step instructions to ensure that you complete the form accurately and effectively.

Follow the steps to complete your withdrawal form online.

1. Click the ‘Get Form’ button to obtain the form and open it in an online editor for completion.
2. Enter your policy information. Fill in your policy number using block letters. If applicable, mark the tick boxes with 'Q' for your options.
3. Update your contact information in Part I. Enter your last name, first name, and middle name, along with your phone numbers (residence and mobile) and email address. Choose your preferred mailing address by marking either residence or office.
4. In Part II, specify your requested transactions. For dividend withdrawals, indicate whether you are requesting a full withdrawal or a partial redemption by specifying the percentage, amount, or number of units.
5. Proceed to Part III, where you will authorize the crediting of funds to your bank account. Fill in the bank's name, the type of account (savings or checking), the account name, and account number. Indicate the currency denomination and mark if it is a joint account.
6. In Part IV, provide your signature, printed name, and the date of signing. Make sure to include any necessary witnesses if applicable.
7. Review all the information provided to ensure accuracy. Once verified, you can save changes, download, print, or share the form as needed.

Complete your POLICY FUND WITHDRAWAL FORM online today to manage your policy efficiently.