F51-153A-2 - Industrial Alliance 2026

1. Click ‘Get Form’ to open the F51-153A-2 form in our editor.
2. 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.
3. 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.
4. 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.
5. 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.
6. For payment methods, choose between direct deposit or cheque. If selecting direct deposit, attach a void personal cheque as instructed.
7. Finally, sign and date the form in the designated areas to confirm your request. Make sure all signatures are from authorized individuals.

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