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CASH SURRENDER FORM 15th Floor Ayala Life FLU Center, 6811 Ayala Avenue, Marathi City BSE Code NOTE: POLICY NUMBER Fill out 0 with block letters. Put Q on the tick boxes representing options. PART

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How to fill out cash surrender form

How to fill out cash surrender form:

01

Start by obtaining a copy of the cash surrender form from the relevant financial institution or insurance company. This form is typically required when surrendering a life insurance policy or annuity for a lump sum payout.

02

Carefully review the instructions provided on the form. These instructions will guide you through the specific information that needs to be provided and any additional documentation that may be required.

03

Fill in your personal information accurately. This typically includes your full name, address, contact details, and policy/contract number. Ensure that all information is legible and up to date.

04

Provide details about the policy or contract being surrendered. This may include the policy number, issue date, and the name of the insurance company or financial institution offering the policy.

05

Indicate the reason for surrendering the policy or contract. This can vary from individual to individual and may include factors such as financial need, change in circumstances, or finding a better investment opportunity.

06

Calculate the surrender value or the amount you expect to receive from the surrender. This may involve consulting with the insurance company or financial institution to ensure accuracy.

07

Sign and date the form at the designated spaces. Ensure that your signature is consistent with the signature on record and matches any identification provided.

08

If required, attach any additional documentation requested by the form, such as proof of identification or supporting financial documents.

Who needs cash surrender form:

01

Individuals who have purchased a life insurance policy or annuity and wish to surrender it for a lump sum payment or cash value.

02

Policyholders who are experiencing financial hardship and require immediate funds rather than continuing the policy.

03

Individuals who have found a better investment opportunity and want to utilize the cash value of their policy or contract.

04

Policyholders who no longer require life insurance coverage or annuity payments and want to terminate the contract.

05

Individuals who have reached the end of their policy or contract term and wish to convert the accumulated value into a cash payout.

Note: It is advisable to consult with a financial advisor or representative from the insurance company before proceeding with the surrender process to fully understand the implications and potential consequences.

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What is cash surrender form?

A cash surrender form is a document used to request the withdrawal of cash value from a life insurance policy.

Who is required to file cash surrender form?

The policyholder or the owner of the life insurance policy is required to file the cash surrender form.

How to fill out cash surrender form?

To fill out a cash surrender form, you will need to provide your policy information, personal information, and specify the amount you wish to withdraw.

What is the purpose of cash surrender form?

The purpose of a cash surrender form is to allow policyholders to withdraw the cash value of their life insurance policy.

What information must be reported on cash surrender form?

The cash surrender form typically requires information such as policy number, policyholder's name, amount to be withdrawn, and signature.

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