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This form is used by exporters to direct Ex-Im Bank on the allocation of insurance proceeds and outlines the obligations of financial institutions to share in these proceeds. It is essential for the

How to fill out eib 9917 enhanced assignment

How to fill out EIB 99–17 Enhanced Assignment of Policy Proceeds

1. Obtain the EIB 99–17 form from the appropriate issuing authority or website.
2. Fill in your personal information at the top of the form, including name, address, and contact details.
3. Provide details of the policy you are assigning, including the policy number and type.
4. Clearly state the beneficiary's name and relationship to you as the policyholder.
5. Specify the amount or percentage of the policy proceeds you wish to assign.
6. Include the date of assignment and your signature.
7. Make sure to have the form notarized if required by law or the issuing authority.
8. Submit the completed form to the insurance company and keep a copy for your records.

Who needs EIB 99–17 Enhanced Assignment of Policy Proceeds?

1. Individuals looking to assign the proceeds of a life insurance policy to a third party, such as a lender or beneficiary.
2. Policyholders who want to ensure their insurance proceeds are directed to a specific person or entity upon their passing.
3. Trustees managing an estate that requires assignment of policy proceeds for financial planning or debt settlement purposes.

For pdfFiller’s FAQs

What is EIB 99–17 Enhanced Assignment of Policy Proceeds?

EIB 99–17 Enhanced Assignment of Policy Proceeds is a document used to authorize the assignment of insurance policy proceeds to a third party, allowing the assignee to receive benefits from the policy upon its maturity or termination.

Who is required to file EIB 99–17 Enhanced Assignment of Policy Proceeds?

The policyholder who wishes to assign the insurance policy proceeds to another party is required to file the EIB 99–17 Enhanced Assignment of Policy Proceeds.

How to fill out EIB 99–17 Enhanced Assignment of Policy Proceeds?

To fill out the EIB 99–17, the policyholder must provide their contact information, the details of the policy being assigned, the assignee's information, and any specific terms regarding the assignment. All required fields must be completed accurately and signed.

What is the purpose of EIB 99–17 Enhanced Assignment of Policy Proceeds?

The purpose of EIB 99–17 Enhanced Assignment of Policy Proceeds is to legally transfer the rights to receive insurance policy proceeds from the policyholder to another party, ensuring the assignee can access the benefits of the policy.

What information must be reported on EIB 99–17 Enhanced Assignment of Policy Proceeds?

The information that must be reported on EIB 99–17 includes the policyholder's name and contact details, the policy number, the name and contact information of the assignee, terms of the assignment, and the signatures of all parties involved.