Endowment - Aviva

You need to complete both the option selection form and the payment release form and return them with any supporting documentation.

The checklist below should help make sure you don't forget anything. We've also added the type of documentation we're asking to see.

Checklist

Complete each section on the payment release form fully and accurately.
Make sure you have read the promise wording and ticked the box in section 3 of the payment release form if you're unable to send us the documents we've asked to see.
Make sure you have ticked the appropriate box for each of the four declarations in Section 4.
Make sure you have signed and dated the form.
Make sure that all other involved parties have signed and dated the form.
Make sure you have included all the documents we have asked to see.
Return your completed form to us at least two weeks before the maturity date. By doing this, you are helping us to verify your claim and pay you as soon as possible.

What documentation do I need to send you?

Your original policy document

We ask you for the policy document as it helps us verify your claim to the money from the endowment.

If you have lost the policy document, please read the promise wording in section 3 of the endowment maturity form and sign the declaration.

Proof of your bank account

As we can only pay into an account belonging to the policyholder, we must see evidence of this even if we've been taking premiums from this account.

We'll accept:

An original bank statement
A cancelled cheque
A paying-in slip
A certificate of verification of identity from your financial adviser

Proof of your identity

If you live abroad, we will ask you for proof of your identity. We will accept one of these items:

A current passport
A current driving licence
A current national ID card
A current benefit book
A current tax year HMRC coding document

We will also ask for:

A recent bank or building society statement
A recent utility bill

Related FAQs

What happens if my policy is held under trust?

If the policy is held under trust, we need all the trustees to sign the endowment maturity form. We will pay one or more of the trustees or a solicitor acting on behalf of the trustees. The trustees or the solicitor will distribute the money as stipulated by the trust.

What happens if my policy has been transferred (an assignment) to another person or company?

If your policy has been assigned to another person or company then we will deal directly with them as they are the entitled to receive the proceeds.

If the policy is no longer assigned to that person or company and has been assigned back to you then you will need to send us one of the following items as evidence:

The Deed of Assignment, which must:
- Be reassigned to you
- Quote the policy number being reassigned
- Be dated
- Be signed by an authorised company signatory and carry their company stamp
- Be either an original or a certified copy
A Deed of Reassignment
An original letter of no further interest from the company concerned with an inked signature. We can't accept copies or faxes of the letter.

Read all FAQs

WM65004 11/2011