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SG Aviva Surrender / Withdrawal Form for Global Investment Plans 2013 free printable template

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*SETTLE* SURRENDER / WITHDRAWAL FORM FOR GLOBAL INVESTMENT PLANS (ILP) POLICY NUMBER: IMPORTANT NOTICE Part 1: What you should know about early full/partial withdrawal of your investment-linked policy.
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SG Aviva Surrender / Withdrawal Form for Global Investment Plans Form Versions

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SG Aviva Surrender / Withdrawal Form for Global Investment Plans 2020
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SG Aviva Surrender / Withdrawal Form for Global Investment Plans 2013
4.5 Satisfied (52 Votes)

How to fill out SG Aviva Surrender Withdrawal Form for Global

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How to fill out SG Aviva Surrender / Withdrawal Form for Global

01
Obtain the SG Aviva Surrender / Withdrawal Form for Global from the Aviva website or your financial advisor.
02
Fill in your personal details, including your name, address, and policy number.
03
Indicate the type of withdrawal or surrender you are requesting.
04
Specify the amount you wish to withdraw or surrender.
05
Provide any necessary identification documents as required by the form.
06
Review the form for accuracy and completeness.
07
Sign and date the form in the designated area.
08
Submit the completed form to Aviva through the specified channels (mail, email, or in-person).

Who needs SG Aviva Surrender / Withdrawal Form for Global?

01
Policyholders of SG Aviva who wish to withdraw funds or surrender their insurance policy.
02
Individuals seeking to access the cash value of their investment in the Aviva Global policies.
03
Clients needing to make changes to their policy status for financial planning purposes.
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People Also Ask about

Yes. You have a 30-day cooling-off period from your policy start date, or from when you get your policy documents (whichever is later), to change your mind. If you want to cancel within this time, we'll refund any premiums you've paid.
You can withdraw up to 5% each year of the amount you have paid into your bond without paying any immediate tax. This 5% limit is cumulative so any unused part can be carried forward to future years (the total can't be more than the amount paid in). If you take more than this you could create a tax liability.
Check your policy details or call 0800 015 1142.
Did you know you may be able to withdraw money from your bond over the phone? If you'd like to make your request over the phone, contact us on 0800 015 5064 to see if you're eligible. The helpline is open Monday to Friday 8:00am - 6:00pm. Calls to and from Aviva may be monitored and/or recorded.
If you want to take any money out of your bond, please call us on 0800 206 2018 and we'll tell you what you need to do. We're open Monday to Friday 8:00am to 6:00pm. You can take some or all of it, or set up regular withdrawals. Depending on how much money you take out there may be charges.

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The SG Aviva Surrender / Withdrawal Form for Global is a document used by policyholders to formally request the surrender or withdrawal of funds from their insurance or investment policy held with SG Aviva.
Policyholders who wish to surrender their policy or withdraw funds are required to file the SG Aviva Surrender / Withdrawal Form for Global.
To fill out the SG Aviva Surrender / Withdrawal Form for Global, policyholders need to provide personal information, policy details, and may be required to indicate the amount they wish to withdraw or state their intent to surrender the policy.
The purpose of the SG Aviva Surrender / Withdrawal Form for Global is to provide a formal request and documentation for policyholders to execute a surrender or withdrawal of funds, ensuring compliance with company policies.
The information that must be reported on the SG Aviva Surrender / Withdrawal Form for Global includes the policyholder's personal details, policy number, type of request (surrender or withdrawal), and the specific amount to be withdrawn or conditions for surrender.
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