Get Withdrawal Request Form - Zurich.com.my

Filling out the Withdrawal Request Form online is crucial for managing your insurance policy efficiently. This guide provides detailed, step-by-step instructions tailored to assist users in completing the form accurately.

Follow the steps to complete the withdrawal request form with ease.

1. Press the ‘Get Form’ button to obtain the Withdrawal Request Form and open it for editing.
2. Enter your policy number in the designated field to identify your insurance policy clearly.
3. Fill in your name as the policy owner in the 'Policy Owner Name' section.
4. Indicate your choice regarding the type of withdrawal you would like to authorize by ticking the appropriate box for either the ordinary life policy or the investment linked policy.
5. For a partial withdrawal on the ordinary life policy, specify the cash dividend and cash payment amount, ensuring it meets the minimum withdrawal amount of RM500.
6. If opting for an investment-linked policy, select either the amount to withdraw in Ringgit Malaysia or the specified number of units and provide the fund name along with the corresponding amount or units.
7. Choose your preferred payment method by ticking the corresponding box to indicate whether you want the funds credited to your bank account, received via cheque, or collected in person.
8. If selecting bank payment, provide the necessary banking details, including the name of the bank, account number, account type, and the account holder's information.
9. Read and acknowledge the important notes regarding payment processing and eligibility.
10. Complete the declaration and authorisation section by ticking the relevant boxes and signing as needed, ensuring that your signature is clear and matches associated identification.
11. Finally, save any changes made to the document and choose whether to download, print, or share your completed withdrawal request form for submission or record-keeping.

Start your withdrawal request process online by accessing the Withdrawal Request Form now.