Get Cash Surrender Form - Philam Life

This guide provides a step-by-step approach to accurately completing the CASH SURRENDER FORM for Philam Life online. Whether you are familiar with insurance documents or a new user, this comprehensive resource will assist you in managing your request effectively.

Follow the steps to fill out the CASH SURRENDER FORM online.

1. Click ‘Get Form’ button to acquire the CASH SURRENDER FORM and open it in your preferred document editor.
2. Enter your policy number using block letters, ensuring clarity for processing.
3. In the contact information section, update your last name, first name, and middle name. Include your telephone, mobile phone, and e-mail address.
4. Provide your preferred mailing address, choosing between residence or office. Fill in complete address details, including house number, street name, district, city, province, and zip code.
5. In Part II, select the requested transaction type by marking the appropriate tick box: Full Redemption, Surrender Rider with Cash Value, or Cancellation.
6. Indicate your reason for surrendering, which is a required field.
7. In the payout option section, authorize Philam Life to credit the proceeds to your designated bank account. Specify your bank, type of account (savings or checking), account name, account number, and branch.
8. Confirm whether the account is a joint account and provide applicable borrower’s details.
9. Read and certify the agreement regarding your rights and interests in the policy, signing where indicated, and printing your name below.
10. Finalize the process by providing the date and any necessary information about an irrevocable beneficiary or assignee, if applicable.
11. Once all required fields are completed, save your changes, and prepare to download, print, or share the form as needed.

Complete your CASH SURRENDER FORM online for a smooth and efficient submission process.