Get Surrender-cancellation Statement - American Fidelity

Filling out the Surrender-Cancellation Statement for American Fidelity is a straightforward process that allows you to request the cancellation of your insurance policy in exchange for its cash value, if applicable. This guide will walk you through each section of the form, ensuring that you understand what information is needed and how to complete it correctly online.

Follow the steps to complete the Surrender-Cancellation Statement effectively.

1. Click the ‘Get Form’ button to access the Surrender-Cancellation Statement and open it in the editor.
2. Locate the policy number section on the form. Enter your specific policy number accurately to ensure correct processing.
3. In the ‘Insured’ section, provide the name of the individual whose life is insured under the policy. Make sure to spell the name correctly.
4. If you are not the insured individual, fill in your information as the policy owner in the ‘Policyowner’ section. Provide your full name, address, phone number, and email.
5. In the statement section, indicate your intention to surrender the policy by checking off the appropriate box. Be sure to read the warranty statements carefully.
6. At the end of the form, you'll find a section for signatures. Sign and date the form as the policy owner. If there are any irrevocable beneficiaries or assignees, ensure they provide their signatures as well.
7. Finally, ensure that you include any required supporting documents mentioned in the signature requirements based on your status (individual, corporation, partnership, or trust).

Start your cancellation process by completing the Surrender-Cancellation Statement online today.