Refund canada 2026

1. Click ‘Get Form’ to open the Refund Request Form in the editor.
2. Begin by entering the Insured(s) Name(s) and Policy Number. Ensure that all names are spelled correctly to avoid processing delays.
3. In the section labeled 'PROVIDE THE REASON(S) FOR YOUR REFUND REQUEST', clearly state your reasons for requesting a refund. Refer to your policy booklet for valid reasons and required documents.
4. Complete the Claim Waiver by signing and dating it, confirming that no claims have been made against the policy.
5. Fill in the Refund Payable section with the payee’s name and mailing address, ensuring accuracy for prompt processing.
6. If applicable, have your Travel Agent/Advisor complete their section, including their signature and agency code.
7. Once completed, scan the form along with any required documents and email them to Agency Services or fax them as instructed.

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