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PNB MetLife India Insurance Company Limited Registered OFCE: Unit No. 701, 702 & 703, 7th Floor, West Wing, Rhea Towers, 26/27 M G Road, Bangalore 560001, Karnataka. IRA of India Registration number

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How to fill out partial withdrawal-surrender request form

01

First, ensure that you have the partial withdrawal-surrender request form.

02

Carefully read the instructions provided with the form.

03

Start by entering your personal details such as your name, address, and contact information.

04

Next, indicate the policy number for which you are requesting a partial withdrawal or surrender.

05

Specify the amount you wish to withdraw or surrender from your policy.

06

In case of partial withdrawal, indicate whether you want it to be a one-time withdrawal or a recurring withdrawal.

07

If you have opted for a recurring withdrawal, mention the frequency (monthly, quarterly, etc.).

08

Provide any additional information or instructions as required.

09

Double-check all the information you have provided to ensure accuracy.

10

Sign and date the form.

11

Submit the completed form to the appropriate authority as instructed.

Who needs partial withdrawal-surrender request form?

01

Anyone who holds an insurance policy and wishes to make a partial withdrawal or surrender their policy needs the partial withdrawal-surrender request form.

02

Policyholders who require immediate funds or no longer wish to continue with the policy may need this form.

03

Individuals who want to withdraw a specific amount of money without fully surrendering their policy can use this form.

04

Policyholders who want to set up recurring withdrawals from their policy may also need this form.

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What is partial withdrawal-surrender request form?

The partial withdrawal-surrender request form is a document used to request a partial withdrawal or surrender of funds from a financial account.

Who is required to file partial withdrawal-surrender request form?

Any account holder who wishes to make a partial withdrawal or surrender of funds is required to file the partial withdrawal-surrender request form.

How to fill out partial withdrawal-surrender request form?

To fill out the form, the account holder must provide their personal information, account details, the amount to be withdrawn or surrendered, and any other required information requested on the form.

What is the purpose of partial withdrawal-surrender request form?

The purpose of the form is to officially request a partial withdrawal or surrender of funds from a financial account.

What information must be reported on partial withdrawal-surrender request form?

The form typically requires the account holder to report their personal details, account information, the amount to be withdrawn or surrendered, and any other relevant information requested on the form.

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