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Request for Surrender Form of Investment Linked Plans

Request for Surrender Form of Investment Linked Plans 2025

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4.3 out of 5

45 votes

The document is a Surrender/Withdrawal Form for an Investment-Linked Policy (ILP) from Singapore Life Ltd. It outlines the implications of early full or partial withdrawals, including potential loss of insurance benefits and additional charges. The form provides instructions for requesting withdrawals, necessary documentation, and options available to policyholders, such as fund switching and premium holidays. It emphasizes the importance of consulting a Financial Adviser Representative before making withdrawal decisions.

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Versions	Form popularity	Fillable & printable
2023	4.3 Satisfied (45 Votes)
2022	4.3 Satisfied (54 Votes)
2022	4.1 Satisfied (26 Votes)
2014	4.9 Satisfied (55 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I surrender my investment policy?

Typically, it is five years and if you surrender the policy before five years, you can do it but your money will basically move to another discontinuance fund where the interest rate is a very hygiene, 4% to 4.5% rate and you will get the money only after the lock-in, which is basically five years.

What is an investment linked insurance plan?

An investment-linked plan is a life insurance plan that combines investment and protection. The premiums that you pay provide you not only with life insurance cover but part of the premiums will also be invested in specific investment funds of your choice.