Get Sg Aviva Surrender / Withdrawal Form For Global Investment Plans 2020-2025

Filling out the SG Aviva Surrender / Withdrawal Form for Global Investment Plans online is a straightforward process designed to assist you in managing your investment-linked policy. This guide will provide step-by-step instructions, ensuring that you complete each section accurately and efficiently.

Follow the steps to successfully fill out the form.

1. Use the ‘Get Form’ button to obtain the form and open it in your preferred editing application.
2. Enter your policy number in the designated field at the top of the form. This number is crucial for identifying your account.
3. In Part 1, carefully read the important notice regarding early full or partial withdrawal. Acknowledge the potential disadvantages of withdrawing your policy early.
4. Navigate to Part 2 for the Partial Withdrawal Request. Specify the name of the fund, the number of units, or the withdrawal amount in the appropriate fields. Ensure you comply with the minimum amounts indicated in your policy contract.
5. Complete Part 3 if you wish to fully surrender your policy. Clearly authorize Aviva Ltd to surrender the entire policy and review the related instructions.
6. Proceed to Part 4A to provide payment settlement information. Fill in the bank details accurately if you prefer payment via bank transfer.
7. If applicable, complete Part 4B, where you authorize payment to another trustee. Be sure to include the necessary identification documentation.
8. In Part 5, fill out the Declaration & Authorisation section, confirming your US indicia status and any changes to your tax residency information, if relevant.
9. Review the Declaration section at the end to affirm that all information provided is accurate. Sign the form where indicated, ensuring that signatures correspond with original records.
10. Finally, gather and attach any additional required documents outlined in the form. Once satisfied, save your changes, download or print the completed form, and share as needed.

Take action now and complete your Surrender / Withdrawal Form online.