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Zurich Assurance Ltd Zurich Life Insurance (Hong Kong) LimitedRequest for maturity encasement/ policy surrender/partial withdrawal/ loan/dividend withdrawal (Applicable to corporate policyholder) Private

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How to fill out request for maturity encashment

01

Obtain the maturity encashment request form from the financial institution where the investment was made.

02

Fill out the form with your personal details, such as name, address, contact information, and ID proof.

03

Provide details about the investment for which you are requesting maturity encashment, including the investment amount, date of investment, and maturity date.

04

Sign the form and submit it along with any necessary supporting documents, such as proof of investment and ID proof, to the financial institution.

05

Wait for the financial institution to process your request and provide you with the encashment amount.

Who needs request for maturity encashment?

01

Individuals who have investments that have reached maturity and are looking to withdraw their funds.

02

Investors who have completed their investment term and wish to encash the maturity amount.

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What is request for maturity encashment?

A request for maturity encashment is a formal application submitted by the policyholder or account holder to withdraw the funds accumulated in an insurance policy or investment at the end of its term.

Who is required to file request for maturity encashment?

The policyholder or the individual named in the insurance policy or investment account as the beneficiary is required to file the request for maturity encashment.

How to fill out request for maturity encashment?

To fill out a request for maturity encashment, complete the provided form with necessary details such as policy number, personal information, and the amount to encash. Ensure accuracy and submit it to the relevant financial institution or insurance company.

What is the purpose of request for maturity encashment?

The purpose of the request for maturity encashment is to formally initiate the process of withdrawing funds from an insurance policy or investment account upon its maturity, allowing the policyholder to access their accumulated benefits.

What information must be reported on request for maturity encashment?

The information that must be reported includes the policy or account number, name of the policyholder, personal identification details, the desired amount to encash, and any supporting documents as required by the institution.

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