Get the free request for cash surrender/use of values - Boston Mutual

REQUEST FOR CASH SURRENDER/USE OF VALUES Name Residential Address Because we have been entrusted with some of your insurance planning up until now, we feel obligated to point out a few facts you should

How to fill out request for cash surrenderuse

How to fill out request for cash surrenderuse

1. Start by obtaining the necessary forms from the insurance company. These forms may be available on their website or can be requested from their customer service department.
2. Read through the instructions provided with the forms to understand the requirements for filling them out.
3. Begin by providing your personal information, including your name, address, and policy number. Make sure to double-check this information for accuracy.
4. Indicate the reason for your cash surrender request. This may include financial hardship, change in financial goals, or any other relevant reasons.
5. Calculate the amount you wish to surrender and provide this information in the appropriate section of the form.
6. Attach any necessary supporting documentation, such as a copy of your identification or proof of financial hardship, as specified by the insurance company.
7. Review the completed form to ensure all required fields are filled out accurately and completely.
8. Sign and date the form.
9. Make a copy of the completed form for your records before submitting it to the insurance company.
10. Follow any additional instructions provided by the insurance company for submitting the form, such as mailing it to a specific address or submitting it online.
11. Keep track of the submission date and follow up with the insurance company if you do not receive a response within a reasonable timeframe.

Who needs request for cash surrenderuse?

1. Any policyholder who wishes to terminate their life insurance policy and receive the cash value can submit a request for cash surrender. This may be relevant for individuals who are facing financial hardships and need immediate access to the funds, or those who have reevaluated their financial goals and determined that surrendering the policy is the best option.
2. It is important to note that surrendering a life insurance policy may have financial implications and should be carefully considered. It is advisable to consult with a financial advisor or insurance professional before making a decision.

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