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Policy Values Request Insured Owner (If other than insured) Policy No. Instructions Place a checkmark in only one of the five sections. All signatures must be in ink, and witnessed as indicated. The

How to fill out policy values request

How to fill out a policy values request:

1. Start by gathering all the necessary information related to the policy for which you are requesting the values. This may include the policy number, owner's name, beneficiary details, and any other relevant information.
2. Locate the form or document provided by the insurance company for requesting policy values. This could be a physical form or an online portal.
3. Begin by entering the required personal information such as your name, contact details, and relationship to the policy owner, if applicable.
4. Provide the policy details accurately, including the policy number, type of policy, and the name of the insurance company.
5. If the policy values request form asks for specific values or information, double-check the policy documents or contact the insurance company to ensure you have the correct information to fill in.
6. In some cases, the request form may ask for additional supporting documents such as copies of identification or proof of ownership. Make sure to attach all requested documents securely.
7. Review the completed form or request before submitting it to ensure that all the information provided is accurate and legible.
8. Submit the policy values request form to the insurance company through the designated channel, either by mail, email, or online submission.
9. Keep a copy of the submitted request for your records.

Who needs a policy values request?

1. Individuals who are the policyholder or beneficiaries of an insurance policy may need to submit a policy values request to obtain information about the current cash value, surrender value, or other parameters associated with the policy.
2. Executors or administrators of an estate may also need to request policy values to assess the overall assets and liabilities of the deceased individual.
3. Financial advisors or professionals who are managing a client's insurance portfolio may request policy values to monitor the performance and make informed decisions related to the policies.

For pdfFiller’s FAQs

What is policy values request?

A policy values request is a formal request made to an insurance company to obtain information on the current value of a policy.

Who is required to file policy values request?

Policyholders or their authorized representatives are required to file policy values request.

How to fill out policy values request?

Policy values request can be filled out by providing relevant policy details and submitting it to the insurance company.

What is the purpose of policy values request?

The purpose of policy values request is to receive updated information on the current value of a policy.

What information must be reported on policy values request?

Policy values request should include policy number, policyholder's name, and any other relevant policy details.

How can I send policy values request for eSignature?

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