Surrender request form - Equitable Life 2026

1. Click ‘Get Form’ to open the Surrender request form in the editor.
2. Begin by entering your Policy number in BLOCK CAPITALS. This is essential for identifying your policy.
3. In the Documentation required section, ensure you have all necessary documents ready, including the original Policy Schedule and any Trust Declaration if applicable.
4. 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.
5. Provide Claimant Details by printing the full names of all legal owners of the policy in the designated fields.
6. Complete the Evidence of identity section as required. Be prepared to provide additional information if requested for verification purposes.
7. Finally, sign and date the Declaration and signatures section to authorize payment according to your instructions.

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