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Appendix 2 REPLACEMENT POLICY ADVICE RECORD (to be completed in consultation with your representative please note that this does not serve as a cancellation of the replaced policy; you must advise
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How to fill out replacement policy advice record

01
To fill out a replacement policy advice record, follow these steps:
02
Start by gathering all the necessary information about the policy that needs to be replaced.
03
Begin the record by writing down the details of the policyholder such as their name, contact information, and policy number.
04
Specify the reason for replacement and include any relevant supporting documentation.
05
Next, provide a thorough explanation of the replacement policy being recommended. Include details such as the type of policy, coverage amount, and any unique features.
06
If there are any costs associated with the replacement, clearly outline them in the record.
07
Include a section for any additional comments or notes regarding the replacement policy.
08
Double-check all the information provided for accuracy and completeness.
09
Sign and date the record, indicating your role and the date of completion.
10
Submit the filled-out replacement policy advice record to the appropriate authority or department.

Who needs replacement policy advice record?

01
A replacement policy advice record is needed by insurance professionals, such as agents, brokers, and underwriters.
02
It is also required by policyholders who wish to request a replacement policy or seek advice on the replacement of their existing policy.
03
Insurance companies and regulatory bodies may also require these records for clarification and audit purposes.
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A replacement policy advice record is a document that provides guidance on how to handle replacements of policies.
Insurance companies are typically required to file replacement policy advice records.
Replacement policy advice records can be filled out by providing information on the policies being replaced and the reason for the replacement.
The purpose of a replacement policy advice record is to ensure that proper procedures are followed when policies are being replaced.
Information such as policy numbers, names of policyholders, and details of the replacement policies must be reported on a replacement policy advice record.
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