How do I surrender a bond?31 January 2020
Please complete the Withdrawal or cash-in form (PDF - 137kb)(Opens new window) to fully cash-in any of the bonds listed below:
- an existing Investment Control bond with or without a guaranteed option
- an Investment Bond
- a Performance Bond
Where you’ve selected the secure income option, by cancelling segments, the regular withdrawal and any guaranteed benefits will be reduced accordingly.
The taxation of life policies can be complex. You can find some general guidance on the tax issues affecting withdrawals in the notes at the end of the form above. However, we’re not authorised to give you tax advice and we strongly recommend you get professional tax advice before going ahead with cashing-in or making a withdrawal from your bond.