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Phoenix life 2026
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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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