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SERVICING FORM FOR INVESTMENTLINKED POLICIES / BORING PERKHIDMATAN UNT UK POLISH BERKAITAN PERLABURAN Please Mark (X) & Answer All Questions In Block Letters / Silk Tanya (X) & Jaw ab Sea Solar Daley

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How to fill out servicing form for investment-linked

01

First, obtain a copy of the servicing form for investment-linked from the respective provider.

02

Read and understand the instructions provided along with the form.

03

Fill in your personal information such as name, address, contact number, and identification details.

04

Indicate the policy or account number associated with the investment-linked product.

05

Specify the type of servicing you require, such as fund switch, premium redirection, or withdrawal.

06

Provide details of the investment-linked funds involved, including the percentage or amount to be allocated or transferred.

07

If necessary, attach any supporting documents required for the servicing request.

08

Review the completed form to ensure all information is accurate and complete.

09

Sign and date the form.

10

Submit the servicing form to the designated provider's office through mail, email, or in person.

11

Note the reference number or any acknowledgment provided by the provider for future reference.

Who needs servicing form for investment-linked?

01

Individuals who hold investment-linked insurance policies or accounts.

02

Policyholders or account holders who wish to make changes to their investments or utilize the available servicing options.

03

Anyone looking to switch funds, redirect premiums, or make withdrawals from their investment-linked products.

04

Investors who want to update their personal details or contact information.

05

Those who require assistance or information regarding investment-linked products and their servicing procedures.

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What is servicing form for investment-linked?

Servicing form for investment-linked is a document used to update information related to investments and policyholders in investment-linked products.

Who is required to file servicing form for investment-linked?

Policyholders and investors of investment-linked products are required to file servicing forms to update their information.

How to fill out servicing form for investment-linked?

Servicing forms for investment-linked can typically be filled out online or in hard copy, providing details such as personal information, investment selections, and update requests.

What is the purpose of servicing form for investment-linked?

The purpose of servicing form for investment-linked is to ensure that the information related to investments and policyholders is up to date and accurate.

What information must be reported on servicing form for investment-linked?

Information such as personal details, investment selections, change requests, and any other relevant updates must be reported on servicing forms for investment-linked.

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