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- Click ‘Get Form’ to open the Surrender/Withdrawal form in the editor.
- Begin by filling in your personal details in Part 1. Enter your Policy Number(s), names of Policyholders/Trustees, daytime telephone number, and email address using block capitals.
- In Part 2, carefully read the surrender options. Select only one option that applies to you and provide any necessary amounts or fund details as required.
- Proceed to Part 3 to enter payee details. Fill in the account holder's name, account number, sort code, and roll number if applicable.
- Finally, complete Part 4 by confirming your declarations. Ensure all policyholders and trustees sign and date the form where indicated.
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canada life cash withdrawal request form
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