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Yes, although you have surrendered your policy, if we are still missing information for the relevant reporting period, the details are still required to ensure our reporting is accurate.

There is no regulatory requirement for us to only accept tax information provided on a self-certification form. Therefore, we can accept information by a recorded line, after you have gone through security.

However, our forms have been designed to cover all the requirements under FATCA and CRS regulations and, therefore, their completion ensures that no important information is missed to ensure a correct submission.