Formtorce 2026

1. Click ‘Get Form’ to open the surrender request in the editor.
2. Begin by entering your policy number in the designated field. This is crucial for identifying the specific policy you wish to surrender.
3. Fill in the name of the insured individual as it appears on the policy. Ensure accuracy to avoid any processing delays.
4. Select how you would like the cash surrender value to be paid. Options include a cheque to the owner, applied to another policy, or used for loan reduction or future premiums.
5. Review and acknowledge the conditions listed regarding tax implications and beneficiary signatures. If applicable, ensure that all required parties sign below.
6. Complete your personal information, including social insurance numbers and addresses, ensuring all details are correct for tax reporting purposes.
7. Finally, sign and date the form at the bottom before submitting it through our platform for processing.

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