Making withdrawals from your Friends First savings or investment plan is straightforward. However you should talk to your Financial Broker about your other options before making a final decision.
How do I make a withdrawal?
Download, complete and sign the Surrender form and return it to us at this address with the required documents:
Friends First Life Assurance Company dac
Friends First House
Cherrywood Business Park
What accompanying documents do I need?
There are certain documents you will need to send us with your form so we can process your withdrawal.
Proof of identification
We need a certified copy of your passport or driving licence. This is to protect you against a possible fraudulent claim on your policy.
Proof of address
We need a certified copy of a current utility bill, dated within the last 6 months.
Assignee consent and Deed of Assignment or Letter of No Further Interest
If your policy is assigned (where you transfer your policy benefits to another party for example, to a lending bank), you will need to include signed consent from the assignees confirming that they agree to you making a withdrawal from this policy. You will also need the original Deed of Assignment issued to you. Alternatively if the assignee no longer has an interest in this policy, include a Letter of No Further Interest from them.
Talk to your Financial Broker
We strongly recommend that you talk to your Financial Broker when you are making decisions about your retirement benefits.