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Click ‘Get Form’ to open the FULL SURRENDER FORM in the editor.
Begin by filling out Section 1, 'Policyholder(s) Details'. Enter the Plan Number and complete the names, home address, postal address (if different), and daytime contact telephone number for both policyholders.
Move to Section 2, 'Surrender Details'. Indicate your intention to surrender the plan in full. If applicable, provide your previous name if it has changed and ensure you sign in both names. Remember that both policyholders must sign if it's a joint plan.
In Section 3, 'Payment Details', input the bank details for each policyholder. Ensure that all fields are completed accurately to avoid payment delays.
If you have lost your original policy document, complete Section 4. Sign and date as required to indemnify Phoenix Life Limited against any claims related to this loss.
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Phoenix Life focusses on providing a secure home for policies, brought together from a number of life companies over the years. Because they are closed to new customers, they are able to focus their energy and expertise on delivering excellent outcomes for existing customers.
Who has Phoenix Life taken over?
In December 2006, we transferred the life assurance business of six companies into Phoenix Life Limited. The companies were Alba Life Limited, Britannic Assurance plc, Britannic Retirement Solutions Limited, Britannic Unit Linked Assurance Limited, Century Life plc and Phoenix Life Pensions Limited.
Who is Phoenix Life now?
Phoenix Life is part of Phoenix Group, the UKs largest long-term savings and retirement business with c. 12 million customers and around 292bn of assets under administration (31 December 2024).
Why has Phoenix Life contacted me?
There are lots of reasons why we might write to you. We might need to confirm your contact information, for example, or to give you information about your policy. We might also let you know about products, services or information that we think are important or beneficial for you.
Why have I received a letter from Phoenix Life?
Why have I received a letter? There are lots of reasons why we might write to you. We might need to confirm your contact information, for example, or to give you information about your policy. We might also let you know about products, services or information that we think are important or beneficial for you.
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Nassau purchased all outstanding shares of Phoenix. Phoenix stockholders received $37.50 in cash, without interest, for each share of common stock held. Phoenixs common stock (Ticker symbol: PNX) ceased trading and was delisted from the New York Stock Exchange (NYSE).
Is Phoenix Life a real company?
Phoenix Life is part of Phoenix Group, the UKs largest long-term savings and retirement business. We aim to provide the right guidance at the right time, giving you confidence on your journey into retirement and beyond.
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The company is authorized to transact business within these lines of insurance. For an explanation of any of these terms, please refer to the glossary.
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