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Policy Loan or Cash Surrender Request American National Life Insurance Company of New York 344 Route 9W, Clermont, NY 12077 page 1 of 1Administrative Address: One Moody Plaza, Galveston, TX 775507947

How to fill out loan or surrender request

How to fill out loan or surrender request

1. To fill out a loan or surrender request, follow these steps:
2. Obtain the loan or surrender request form from the relevant financial institution or insurance company.
3. Provide your personal information such as your name, address, contact details, and identification number.
4. Fill out the requested details about the loan or surrender, including the loan amount, purpose of the loan, or the policy number for surrender request.
5. Attach any supporting documents required, such as income proof, collateral details, or policy documents.
6. Review the completed form for accuracy and completeness.
7. Sign and date the form.
8. Submit the filled-out form to the financial institution or insurance company via the specified method, such as in person, by mail, or through an online portal.
9. Follow up with the institution or company regarding the status of your loan or surrender request.
10. Await approval and further instructions from the financial institution or insurance company.

Who needs loan or surrender request?

1. Individuals who require financial assistance or have a need for a loan can fill out a loan request.
2. Policyholders who wish to terminate their insurance policy and surrender it in exchange for the cash value can fill out a surrender request.

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What is loan or surrender request?

A loan or surrender request is a formal request made by an individual or entity to borrow money or cancel an existing policy for a financial product such as insurance or investment.

Who is required to file loan or surrender request?

The policyholder or account holder is typically required to file a loan or surrender request with the financial institution or company that manages the product.

How to fill out loan or surrender request?

To fill out a loan or surrender request, the policyholder/account holder must provide personal information, policy/account details, desired loan amount or surrender request, and signature.

What is the purpose of loan or surrender request?

The purpose of a loan request is to borrow money against the cash value of an insurance policy or investment account, while a surrender request is to cancel the policy or account for a cash payment.

What information must be reported on loan or surrender request?

Information such as policyholder's/account holder's name, policy/account number, requested loan amount or surrender value, reason for request, and signature must be reported on the loan or surrender request.