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Canada life surrender form 2026
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- Click ‘Get Form’ to open the Canada Life Surrender Form in the editor.
- 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.
- 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.
- 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.
- 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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