AXA: Surrender
Important Notice
1. For investment-linked product, an Early Enhancement Charge will be imposed according to related policy provisions. Please refer to related product brochure and contract provisions to check the related features and policy administration rules.
2. Re-deposit the surrender payment to other policy is NOT accepted.
Checklist
1. Application for Policy Surrender ([A6]) (Client’s signature must be original.) (Updated: 20 May 2020)
2. CS eform
3. Certified true copy of identity document of Policy Owner. For non-Hong Kong/Macau permanent resident, nationality proof/travel documents copy (e.g. passport copy) is also required. (If not provided before)
4. Return original policy document or Declaration for Lost of The Original Policy
5. Bank account proof - for payment amount under HKD1,000,000 (except oversea client/ payment by cheque made in foreign currency or payment amount large than HKD1,000,000.)
General Guideline
1. Surrender can be processed according to the surrender policy provision when the policy has CV / account value. Indebtedness, if any, will be deducted from the policy surrender value.
2. For policy with foreign currency, payment currency must be stated.
2.1 If payment currency is USD, please state clearly the cheque is to be honored in HK or overseas.
2.2 If payment currency is not specified, the cheque will be issued in HKD.
3. Delivery method must be stated. If not specified, cheque would be mailed to client.
AXA Customer Hotline: 25191133