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- Click ‘Get Form’ to open the axa forms download in the editor.
- Begin by filling in your Policy Number at the top of the form. Ensure that all entries are made in BLOCK LETTERS as specified.
- Select the type of transaction you are applying for: either 'Policy Surrender' or 'Full Withdrawal'. Shade the appropriate circle to indicate your choice.
- Complete the 'Policy Details' section by entering your full name, contact numbers, and email address. Make sure to include your FE/Advisor’s code if applicable.
- In the 'Requirements' section, ensure you have a photocopy of a primary valid ID ready for submission.
- Fill out the 'Reason for Surrender/or Withdrawal' section, indicating whether proceeds will be used for a new AXA policy.
- Sign and date the form at the bottom, ensuring not to sign on a blank form. If applicable, include signatures from any assignees or beneficiaries.
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