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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 policy values request

1. To fill out policy values request, follow these steps:
2. Obtain the policy values request form from the insurance company.
3. Read the instructions on the form carefully to understand the required information.
4. Provide your personal information such as name, address, and contact details.
5. Enter the policy details including policy number, type of policy, and issue date.
6. Specify the values you are requesting for, such as surrender value, cash value, or loan value.
7. If applicable, indicate any specific date or age at which you want the policy values calculated.
8. Sign and date the form.
9. Attach any additional supporting documents if necessary, such as identification proof or policy documents.
10. Make a copy of the filled form and supporting documents for your records.
11. Submit the completed form and documents to the insurance company by mail or through their online portal.
12. Wait for the insurance company to process your request and provide the requested policy values.

Who needs policy values request?

1. Policy values request is needed by policyholders or beneficiaries who want to know the current value of their insurance policy.
2. This request is useful for individuals who may consider surrendering their policy, taking a loan against the policy, or making informed financial decisions based on the policy's cash value.
3. Financial advisors or estate planners may also need policy values request to evaluate a policy's worth as part of their client's financial planning.
4. Therefore, anyone who holds an insurance policy and wants to have an accurate understanding of its current value can benefit from making a policy values request.

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What is policy values request?

A policy values request is a form or document used to request information regarding the values associated with a particular insurance policy.

Who is required to file policy values request?

The policyholder or their authorized representative is usually required to file a policy values request.

How to fill out policy values request?

To fill out a policy values request, the policyholder must provide the necessary information requested on the form, such as policy number, name of insured, and specific values being requested.

What is the purpose of policy values request?

The purpose of a policy values request is to obtain detailed information about the values associated with a specific insurance policy, such as cash value, surrender value, and death benefit.

What information must be reported on policy values request?

The information that must be reported on a policy values request typically includes policy details, current values, and any specific requests for additional information.