Canada life surrender form 2026

1. Click ‘Get Form’ to open the Canada Life Surrender Form in the editor.
2. Begin by filling out Section 1, Personal Details. Enter your Policy Number(s), names of Policyholders/Trustees, daytime telephone number, and email address in block capitals.
3. In Section 2, Surrender Options, carefully read through the options available. Select only one option that suits your needs and provide any necessary details such as amounts or fund names.
4. Proceed to Section 3 for Payee Details. Fill in the account holder's name, account number (8 digits), sort code, and roll number if applicable.
5. Finally, complete Section 4, Discharge & Declarations. Ensure all required signatures are provided by all policyholders and trustees before submitting the form.

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