Get Amp Conventional Surrender Form - Amicus - Amicus Co

Filling out the AMP Conventional Surrender Form is a crucial step for policy owners looking to surrender their policy. This guide provides step-by-step instructions to ensure the process is easy and straightforward for users at all experience levels.

Follow the steps to complete the form accurately.

1. Click the ‘Get Form’ button to access the AMP Conventional Surrender Form. This will open the form in your online editor where you can begin filling it out.
2. Fill in the adviser number and adviser name. This is typically provided by your financial adviser and helps to identify who is assisting you with this process.
3. Enter the policy details by providing the policy number and your date of birth in the specified format. Make sure the information is accurate for the processing of your surrender request.
4. Indicate the surrender value by entering the cash value of the policy. Be aware that this amount may fluctuate due to various factors like payments or outstanding debts.
5. In the policy owner section, list the full names of all policy owners. Each person must also select their title (Mr, Mrs, Ms, etc.), sign, and provide the date of signing.
6. Provide the mailing address where you wish to receive correspondence from AMP. Include street address, suburb, town or city, and postcode.
7. Fill in your contact details, including home phone, email address, and mobile number, to ensure AMP can reach you for any necessary follow-up.
8. Complete the payment details section by entering your bank account information where the surrender funds will be deposited. This includes the bank name, branch, account holder's name, and account number.
9. Read and agree to the conditions of the form by ensuring all policy owners sign and date the declarations indicating that they meet the specified criteria.
10. Before submitting, check the checklist to confirm all questions are answered, signatures are collected, and required identification documents are attached.
11. Finally, save your changes, download a copy for your records, and submit the form for processing. Make sure to retain any confirmation received from AMP.

Complete your AMP Conventional Surrender Form online now for a smooth surrender experience.