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Get Sbi Life Surrender Form
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How to fill out the Sbi Life Surrender Form online
This guide provides step-by-step instructions on how to complete the Sbi Life Surrender Form online. Follow these clear instructions to ensure a smooth submission process and avoid any mistakes.
Follow the steps to fill out the Sbi Life Surrender Form correctly.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin filling out the date at the top of the form. Input the current date in the designated field.
- Provide your branch name where the policy is held. Write the name of the SBI branch in the specified area.
- In the 'Re:' section, indicate the loan account number associated with the Dhanaraksha, Super Suraksha, or Rinn Raksha policy. Make sure to select one policy option by ticking the appropriate box.
- Enter the loan closure date in the designated field to verify when you have foreclosed the loan.
- Mark whether you are a resident or an NRI by selecting the appropriate option and provide the country of residence if applicable.
- Fill in the details for your PAN Card. If you do not have a PAN, be aware of the TDS implications stated in the document.
- Include your name and signature in the section labeled 'Signature of Member(s)'. Ensure that your signature matches the one on record.
- If applicable, attach the recommendation from the banker, with signatures and bank seal, confirming the loan account details.
- Complete the Direct Credit Mandate section by providing your bank account details for receiving the surrender payment through NEFT. Mark the type of account and include the IFS code.
- Select the appropriate documentation you are enclosing as proof for the NEFT transfer. Ensure documents meet the specified requirements.
- Finally, review all the information for accuracy before saving changes. You can then download, print, or share the completed form as required.
Complete your Sbi Life Surrender Form online today to ensure a smooth process for your request.
To check your SBI life policy value, you can log in to the SBI Life Insurance customer portal. After entering your credentials, you will find your policy details, including the current value. Alternatively, you can contact customer support for assistance. To have everything organized, you might also want to download the Sbi Life Surrender Form in case you decide to make changes later.
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