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Clientele encashment form

Clientele encashment form 2025

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The Surrender/Withdrawal Form is a document for policyholders of Canada Life International Limited and CLI Institutional Limited to request the surrender or withdrawal of funds from their policies. It outlines the necessary information required, including personal details, transaction types, payment methods, and declarations regarding the policy's status. The form also includes important notices about potential charges and consequences of early surrenders, emphasizing the need for careful consideration and professional advice.

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See more clientele encashment form versions

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Versions	Form popularity	Fillable & printable
2020	4.7 Satisfied (36 Votes)
2020	4.4 Satisfied (55 Votes)
2018	4.1 Satisfied (40 Votes)
2014	4.4 Satisfied (169 Votes)

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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 can I get my money from clientele?

Form to be completed and emailed with the required documentation to encashments@clientele.co.za. Once sent, contact us on 067 342 7248 to confirm that encashment has been received.

Can I get a refund from clientele perks?

If you cancel within the 5-day cooling off period, commencing from the date of sale, if the monthly fee was received, it will be refunded provided no rewards benefits were used. However, please note that you will not be able to re-activate a cancelled Clientle Perks programme.

How do I cancel my clientele policy and get money back?

You have a 31-day cooling off period to cancel the policy. This means, from the time we send your policy documents, as long as there has been no claim or you have not received any benefit under the policy, if the policy is cancelled within these 31 days, we will refund the premiums you have paid.

How do I get my money back from customer service?

Reputable businesses want to know about their customers problems so they can act and avoid future complaints. Be clear about what you want. Say if you want a full refund, an exchange, a store credit, a markdown on the item you bought, or a percentage discount on a future purchase. Explain why you want that result.

How do I get my money back from clientele?

Clientle has made it simple for you to claim by giving you the option to choose the method you are most comfortable with: Contact our Call Centre on 011 320 3000; E-mail claims@clientele.co.za; SMS the policy number to 43973 (Standard rates apply);