Get Sg Hsbc Insurance Withdrawal/surrender Form 2021-2025

Filling out the SG HSBC Insurance Withdrawal/Surrender Form online can seem daunting, but with this comprehensive guide, you can complete the process with confidence and clarity. This guide offers step-by-step instructions to ensure you fill out the form accurately and efficiently.

Follow the steps to complete the withdrawal/surrender form online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your policy number in the designated field. This identifies your specific insurance policy.
3. Provide your name as the policyowner in the next field. Ensure this matches the name on your policy documents.
4. Input your NRIC or passport number as applicable. This serves as your identification.
5. Enter your contact number, including the country code. This allows HSBC to reach you if necessary.
6. In Part B, select whether you are fully surrendering your policy or performing a partial withdrawal. This is a critical decision and can impact your future investments.
7. If choosing partial withdrawal, indicate whether you wish to maintain the original sum insured. Select either 'Yes' or 'No' accordingly.
8. In Part C-1, if maintaining the original sum insured, answer the health-related question honestly, and provide necessary details if applicable.
9. In Part C-2, specify the fund name and amount you wish to withdraw. Ensure you adhere to the minimum withdrawal limits.
10. Choose your preferred payment option in Part D. If selecting direct credit, complete the bank details accurately.
11. Review the Acknowledgement section in Part E, ensuring that you understand the implications of your decision to withdraw or surrender your policy.
12. Provide your signature and date in the required section for validation. Make sure all entered details are accurate.
13. Finally, save your changes, and proceed to download, print, or share the completed form as needed.

Take the next step towards completing your form online today!