How to use or fill out Zurich Surrender Form with Our Platform
- Click ‘Get Form’ to open the Zurich surrender form in the editor.
- Begin by entering your personal details in Step 1, including your investment bond number, name, address, and contact information.
- In Step 2, specify your surrender details. Choose between full surrender or partial surrender. If opting for partial surrender of a multi-contract bond, select either Method A or Method B based on your preference.
- Proceed to Step 3 to provide payee details. Ensure you indicate whether the payment is directed to trustees or beneficiaries and include necessary identification documents as required.
- In Step 4, choose how you would like to receive your payment—either directly to your bank account or at your home address.
- Complete Steps 5 and 6 by providing any necessary authority from assignees and signing the declaration. Make sure all owners or trustees sign where applicable.
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