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Surrender request form - Equitable Life 2026
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- Click ‘Get Form’ to open the Surrender request form in the editor.
- Begin by entering your Policy number in BLOCK CAPITALS. This is essential for identifying your policy.
- In the Documentation required section, ensure you have all necessary documents ready, including the original Policy Schedule and any Trust Declaration if applicable.
- Fill out the Payment instructions section with your bank details. Include your Bank/Building Society name, Branch sort code, Account number, and Account holder(s) names.
- Provide Claimant Details by printing the full names of all legal owners of the policy in the designated fields.
- Complete the Evidence of identity section as required. Be prepared to provide additional information if requested for verification purposes.
- Finally, sign and date the Declaration and signatures section to authorize payment according to your instructions.
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