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Alteration form for InvestmentLinked Policy Statement under Section 25(5) of the Insurance Act, Cap. 142 (or any future amendments to it) You must reveal all facts you know, or ought to know which

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How to fill out alteration form for investment-linked

01

To fill out the alteration form for investment-linked, follow these steps:

02

Obtain the alteration form for investment-linked from the respective insurance company or financial institution.

03

Read the instructions provided on the form carefully to understand the requirements and guidelines.

04

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

05

Identify the sections you wish to alter and make the necessary changes in the appropriate fields.

06

If required, provide additional information or documentation to support your alterations.

07

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

08

Sign and date the form to validate your alterations.

09

Submit the completed form to the insurance company or financial institution either in person or by mail as instructed.

10

Keep a copy of the filled-out form for your records.

11

Follow up with the insurance company or financial institution to confirm the status of your alterations.

Who needs alteration form for investment-linked?

01

Anyone who holds an investment-linked policy and wishes to make alterations to their policy details or investments may need to use an alteration form for investment-linked. This includes policyholders who want to change their investment allocation, switch funds, adjust premium amounts, update personal information, add or remove riders, or make any other modifications to their investment-linked policy. It is advisable to refer to the specific terms and conditions of the policy or consult with the insurance company or financial institution to determine the exact eligibility criteria for using an alteration form for investment-linked.

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