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How do I make amendments to my policy?
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
How do I get my statement for my investment or savings policy?
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.
How do I cede my policy for a loan?
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.
How do I surrender my investment or savings policy?
Submit KYC documents, Complete surrender form, write surrender letter & attach bank statement for account that the money will be deposited to.