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WITHDRAWAL/SURRENDER UNIVERSAL LIFE POLICY NUMBER: (Policy) Important Notes 1. 2. 3. Please use one form per policy. The form must be completed in ink. Any amendments must be countersigned. Signature

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What is withdrawalsurrender universal life?

Withdrawal/surrender universal life is a type of life insurance policy that allows the policyholder to withdraw or surrender a portion or the entire value of the policy during their lifetime.

Who is required to file withdrawalsurrender universal life?

The policyholder or the owner of the withdrawalsurrender universal life policy is required to file it.

How to fill out withdrawalsurrender universal life?

To fill out the withdrawalsurrender universal life, the policyholder needs to contact their insurance provider and follow the instructions provided by them, which may include submitting a withdrawal/surrender form.

What is the purpose of withdrawalsurrender universal life?

The purpose of withdrawalsurrender universal life is to provide financial flexibility for the policyholder by allowing them to access the cash value accumulated in their policy through withdrawals or surrender, which can be useful for various expenses or financial needs.

What information must be reported on withdrawalsurrender universal life?

The information that must be reported on withdrawalsurrender universal life typically includes the policyholder's personal information, policy details, the amount to be withdrawn or surrendered, and any applicable fees or penalties.

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