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01. Edit your clientele encashment form online
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How to use or fill out clientele encashment form with our platform
- Click ‘Get Form’ to open the clientele encashment form in the editor.
- Begin by filling out Section 1. Enter your name, policy number, email, telephone, and address in BLOCK CAPITALS. Select the type of transaction you are requesting by ticking the appropriate box.
- If applicable, provide individual/sub-policy numbers and indicate if you want to reduce any regular withdrawal amounts proportionally.
- In Section 2, choose your preferred method of payment. Fill in your bank details including account number and sort code for BACS payments or telegraphic transfers.
- Complete Section 3 if surrendering single premium contracts. Provide redemption instructions clearly to avoid delays.
- In Section 4, sign and date the declaration confirming your entitlement to the proceeds and any assignments related to the policy.
- Review all sections for accuracy before submitting your completed form through our platform.
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