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Click ‘Get Form’ to open the F51-153A-2 form in our editor.
Begin by filling in your agent code, agency code, and contract number at the top of the form. Ensure that all information is accurate for processing.
In the 'Annuitant’s first and last name' section, enter your name in block letters as required. This ensures clarity and avoids any potential issues.
Select whether you are requesting a total or partial surrender. If opting for a partial surrender, specify the amount (minimum $100) and indicate if it is gross or net.
Complete the surrender instructions section by detailing the amounts for daily interest funds and investment funds. Use the provided calculator on our platform to ensure accuracy.
For payment methods, choose between direct deposit or cheque. If selecting direct deposit, attach a void personal cheque as instructed.
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iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is one of Canadas largest public companies. It is listed on the Toronto Stock Exchange under the ticker symbol IAG (common shares).
Is iA insurance legit?
Industrial Alliance Insurance is an insurance company that offers a range of life, health, and retirement insurance products, based in Quebec City, QC. It may also be referred to as iA Financial. Established in 1892, the company is one of the largest insurance providers, with over three million customers across Canada.
Is iA an insurance company?
Founded in 1892, iA Financial Group (Industrial Alliance Insurance and Financial Services Inc.) is a life and health insurance company that offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and
Is iA Private wealth legit?
Yes their safe, as they are owned by IA (Industrial Alliance. For wealth management, they just sell you IAs mutual funds.
How to withdraw money from iA Financial Group?
We carry out most transactions by phone! For faster service, contact our Customer Service Department at 1-800-567-5670, Monday to Friday, 8 am to 8 pm (ET). Do not complete this form to request a withdrawal or transfer from an FHSA. Instead, complete the Canada Revenue Agency (CRA) form that applies to your situation.
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