Clientele forms 2026

1. Click ‘Get Form’ to open the Surrender/Withdrawal form in the editor.
2. 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.
3. 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.
4. Proceed to Part 3 to enter payee details. Fill in the account holder's name, account number, sort code, and roll number if applicable.
5. Finally, complete Part 4 by confirming your declarations. Ensure all policyholders and trustees sign and date the form where indicated.

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