Aviva surrender form 2026

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The document is a Surrender/Withdrawal Form for Global Investment Plans, detailing the implications of early full or partial withdrawal of an investment-linked insurance policy. It outlines potential loss of benefits, additional charges incurred upon withdrawal, and options for fund switching. The form requires acknowledgment from the policy owner and adviser regarding the consequences of withdrawal, along with necessary documentation for processing requests. Important notes emphasize the need for accurate disclosures and signatures to validate the request.

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Click ‘Get Form’ to open the Aviva Surrender Form in the editor.
Begin by entering your Policy Number at the top of the form. This is essential for identifying your account.
In Part 1, read through the important information regarding early withdrawals. Acknowledge that you understand the implications by checking the appropriate box.
Move to Part 2 and select whether you are requesting a Partial Withdrawal or Full Surrender. Fill in the required fields, including units or amount for partial withdrawals.
In Part 3A, choose your preferred payment method (Cheque or Direct Credit) and provide all necessary bank details if applicable.
Complete Part 4 by signing and providing identification details as required. Ensure all relevant parties sign where necessary.
Finally, review all sections for accuracy before submitting your completed form along with any required documents.

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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.

How do I surrender MyAviva bond?

Did you know you may be able to withdraw money from your bond over the phone? If youd like to make your request over the phone, contact us on 0800 096 8859 to see if youre eligible. The helpline is open Monday to Friday 9:00am - 5:00pm. Calls to and from Aviva may be monitored and/or recorded.

What is an insurance surrender form?

A surrender form for a life insurance policy simply cancels the policy. When the policy is canceled, you will receive its surrender value - the cash value (the balance in your policys cash value account) minus the surrender fees.

How do I surrender MyAviva policy?

Surrender Policy Payout form. Original policy documents. A self-attested ID proof of the policyholder (PAN Card, Aadhaar Card, Passport, Driving License, Voters ID) Recent colored photograph. Canceled cheque of the A/c where the NEFT is required.

How do I close out a surety bond?

Most sureties will require written confirmation from the obligee (such as a state agency, court, or project owner) stating that the bond is no longer needed and that youve been officially released from your obligations. Without this, the surety cannot formally cancel the bond, even if you request it.

Can I withdraw MyAviva?

You can take money from your pension as and when you need to through income drawdown. It allows you to receive the tax-free part of your pension (usually 25% of your total) as either a single lump sum or in instalments, and to take the taxable part at a later date if you wish.