Get Disbursement Request Form - Foresters Financial

Completing the Disbursement Request Form - Foresters Financial online is a straightforward process designed to assist you in requesting a disbursement of funds from your policy. This guide provides step-by-step instructions to ensure that you can accurately fill out the form without delays.

Follow the steps to successfully complete your form.

1. Press the ‘Get Form’ button to access the Disbursement Request Form and open it in your chosen editor for modification.
2. Provide your policy number in the designated field to ensure the correct policy is referenced.
3. Fill out the Owner Information section with details about yourself and any additional owners. Include names, Social Insurance Numbers, dates of birth, and primary phone numbers.
4. Indicate the change request(s) you are submitting, selecting from options including full surrender, partial surrender, or dividend surrender/option.
5. In the Payment Instructions section, choose your preferred method for receiving disbursement funds—either by cheque sent to your address or via electronic funds transfer, if eligible.
6. Complete the Disbursement Type section based on the nature of your request, detailing any specific amounts or accounts for partial surrenders.
7. Fill out the Replacement Declaration, confirming whether you have purchased a new Foresters Financial product recently.
8. Sign and date the signature section, ensuring you print your name clearly if signing on behalf of a company.
9. If applicable, have current beneficiaries sign to release their rights and ensure that all parties involved in the application have initialed any corrections made.
10. After finalizing all sections, save your changes. You may then download, print, or share the completed form as needed.

Complete your Disbursement Request Form online today to ensure efficient processing of your funds.