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THIS DOCUMENT IS FORM FILLABLE APPLICATION FOR PARTIAL SURRENDER FROM AN ANNUITY CONTRACT SECTION ONE Client Information and Partial Surrender Information 1. NAME OF ANNUITANT(S): 2. CONTRACT NUMBER:
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How to fill out application for partial surrender

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How to fill out an application for partial surrender:

01
Start by obtaining the application form: Contact the relevant insurance company or financial institution and request the application form for partial surrender.
02
Fill in personal information: Begin by filling in your full name, contact information, and policy or account number. Make sure to provide accurate and up-to-date details.
03
Specify the policy/account details: Provide specific details about the policy or account from which you are requesting a partial surrender. This may include the type of policy, coverage amount, and any other relevant information.
04
Indicate the surrender amount: Clearly state the amount you wish to surrender from your policy or account. Double-check to ensure the amount is accurately written to avoid any confusion.
05
Provide reasons for partial surrender, if required: Some application forms may require you to explain the reasons behind your partial surrender request. Be honest and succinct in your response, providing any necessary supporting documentation if required.
06
Review and sign the application: Carefully read through the entire application form, ensuring that all the information provided is correct and complete. Sign and date the application form in the designated areas.
07
Submit the application: Once you have completed the application form, submit it as instructed by the insurance company or financial institution. This may involve mailing the application, submitting it online, or delivering it in person.

Who needs an application for partial surrender?

Individuals who have insurance policies or financial accounts with a surrender value and wish to withdraw a portion of the funds may need to fill out an application for partial surrender. This can include individuals who want to access the cash value of a life insurance policy, partially withdraw funds from an investment account, or make a partial surrender from an annuity contract, among others. It is important to consult with the specific insurance company or financial institution to determine if an application for partial surrender is required in your particular situation.
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The application for partial surrender is a formal request made by a policyholder to withdraw a portion of their funds from a life insurance policy before the policy matures.
The policyholder is required to file the application for partial surrender.
The application for partial surrender can be filled out by providing personal information, policy details, and specifying the amount to be withdrawn.
The purpose of the application for partial surrender is to allow the policyholder to access a portion of their funds in the policy.
The application for partial surrender must include personal details, policy number, amount to be withdrawn, and any other relevant information requested by the insurance company.
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