Surrender Application
Download Surrender Application Form The Surrender Application Form is required if you wish to request to surrender your Whole of Life or Endowment policy held with Foundation Life. All policyowners must complete the Surrender Application form and provide the required AML/CFT identification (please see AML information page for details). The surrender proceeds will only be paid to one bank account held in the name (individually or jointly) of at least one policyowner. We require confirmation of the bank account by way of an original bank statement, bank letter or bank receipt received by post or printed by a bank branch within the last 3 months which shows the bank logo, bank account name, bank account number and the policyowners current address. All branch printed documents must be stamped, signed and dated by a bank employee. If you are unable to provide an original bank account confirmation document, please contact us to discuss alternative options.
If the surrender proceeds are to be paid to a bank account held outside of New Zealand, please also complete a Telegraphic Transfer Request Form. The original policy document is also required. If you are unable to locate the original policy document, please complete a Lost Policy Form. Please note, all original completed forms and pen signed certified documents must be returned to Foundation Life by post to enable the claim to be processed.
If you hold power of attorney for a policyowner and are completing the surrender documentation on their behalf, please contact us to discuss possible further requirements.
If you are sending documents to us from within New Zealand, please use our freepost address;
Freepost Authority 521
Foundation Life
PO Box 590
Wellington 6140