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THE EQUITABLE LIFE ASSURANCE SOCIETY FOUNDED 1762 Surrender request from This form is only to be used for Personal Investment Plans, Bonds, Regular Savings Plans, Flexible Protection Plans, Maximum

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How to fill out surrender request form

How to fill out a surrender request form?

01

Start by reading the instructions: Before beginning to fill out the surrender request form, carefully read and understand the instructions provided. It is essential to follow the guidelines and requirements outlined to ensure a successful submission.

02

Provide your personal information: Begin by filling out your personal details accurately. This may include your full name, address, contact information, and any other required identification information as specified on the form.

03

Include relevant account details: If the surrender request form is related to a specific account or policy, provide the necessary information. This may consist of policy or account numbers, account types, and any other relevant details to ensure proper identification.

04

State the reason for surrendering: Indicate the reason(s) for wanting to surrender the account or policy. Be concise and specific in explaining your motive. This can help the concerned party understand your situation better and provide a suitable response.

05

Attach supporting documents (if required): Depending on the surrender request form's instructions, you may need to attach supporting documents. These could include copies of identification documents, statements, or any other relevant paperwork. Make sure to review the document checklist and include all necessary attachments.

06

Review and proofread: Before submitting the form, take the time to review all the information you have provided. Check for any errors or omissions and make any necessary corrections. Ensure that all sections have been properly filled out and all required fields have been completed.

07

Submit the form: Once you are satisfied with the accuracy and completeness of the surrender request form, submit it according to the specified instructions. This may involve mailing it to a specific address or submitting it electronically through an online portal.

08

Keep a copy for your records: It is essential to keep a copy of the surrender request form and any supporting documents for your records. This will serve as proof of submission and allow you to refer back to the form's details if needed in the future.

Who needs a surrender request form?

01

Individuals with unwanted or unused policies: Those who no longer want to maintain an insurance policy, investment, or any other financial product may need to fill out a surrender request form. This form serves as a formal request to terminate the policy or account.

02

Policyholders looking to cash out: Individuals who wish to withdraw the accumulated cash value from an insurance policy or investment may need to fill out a surrender request form. This form initiates the process of converting the policy or investment into cash.

03

Account holders seeking closure: If you have a financial account with a bank or other financial institution that you want to close, you may be required to complete a surrender request form. This form serves as a formal request to close and surrender the account.

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What is surrender request form?

The surrender request form is a document used to request the surrender of a policy, contract, or investment.

Who is required to file surrender request form?

The policyholder or contract holder is required to file the surrender request form.

How to fill out surrender request form?

The surrender request form should be completed with the policyholder's or contract holder's information, policy details, and reason for surrender.

What is the purpose of surrender request form?

The purpose of the surrender request form is to request the cancellation or termination of a policy, contract, or investment.

What information must be reported on surrender request form?

The surrender request form must include the policyholder's or contract holder's name, policy number, surrender amount requested, and signature.

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