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Canada life withdrawal form

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4.7 out of 5

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The document is a form for surrendering or withdrawing from insurance policies with Canada Life in the UK. It outlines necessary steps, including seeking financial advice, completing the form with original signatures, and submitting it by post. The form provides various surrender options and requires personal details, payee information, and declarations from policyholders. It emphasizes the importance of understanding tax implications and includes a disclaimer regarding financial advice.

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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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Versions	Form popularity	Fillable & printable
2020	4.7 Satisfied (36 Votes)
2020	4.4 Satisfied (55 Votes)
2018	4.1 Satisfied (40 Votes)
2014	4.4 Satisfied (169 Votes)

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