F
Fill out an amendment form supplied by Bona Life, and attach relevant supporting documents based on the nature of the amendment. For example:
- Addition of a child to policy – birth certificate
- Change of name- marriage, divorce decree or affidavit
- Change of bank- new banking details
Send a request to client service team via the various touchpoints (walk-ins, email, Whatsapp, Facebook, telephone) to prepare a policy valuation. Policy valuation will be shared via your preferred medium.
Send a request to cede policy to Bona Life and on confirmation of policy status, you will complete a cession form. Attach the KYC forms and policy documents will be prepared showing the cession. This is what you will take to the bank to complete the cession.
Submit KYC documents, Complete surrender form, write surrender letter & attach bank statement for account that the money will be deposited to.