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Policy Surrender Instruction Form All information given will be treated in the strictest confidence. Please complete this form in BLOCK CAPITALS 1. I wish to surrender the following policy/policies:

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How to fill out policy surrender instruction form

01

Obtain the policy surrender instruction form from the insurance company.

02

Fill out your personal information, including your name, address, and policy number.

03

Provide details about the policy you wish to surrender, such as the type of policy and coverage amount.

04

Indicate whether you would like to receive the surrender value as a lump sum or in installments.

05

Sign and date the form, acknowledging your request to surrender the policy.

Who needs policy surrender instruction form?

01

Anyone who wishes to surrender their insurance policy will need to fill out a policy surrender instruction form.

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What is policy surrender instruction form?

Policy surrender instruction form is a document that allows the policyholder to request the surrender of their insurance policy.

Who is required to file policy surrender instruction form?

The policyholder or their authorized representative is required to file the policy surrender instruction form.

How to fill out policy surrender instruction form?

The policyholder must fill out the form with their personal details, policy information, and instructions for surrendering the policy.

What is the purpose of policy surrender instruction form?

The purpose of the policy surrender instruction form is to formally request the surrender of an insurance policy.

What information must be reported on policy surrender instruction form?

The form must include the policyholder's name, policy number, reason for surrender, and signature.

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