Get Prudential Surrender Form

Filling out the Prudential Surrender Form online is a straightforward process designed to assist users in managing their policy surrender efficiently. This guide provides clear, step-by-step instructions to ensure that all required information is completed accurately and comprehensively.

Follow the steps to complete the Prudential Surrender Form successfully:

1. Begin by clicking the ‘Get Form’ button to obtain the Prudential Surrender Form and open it in the online editor.
2. Fill in the policy name and policy number to identify the specific insurance policy you are surrendering.
3. Provide personal information, including the name of the proposer, which can be Mr., Ms., or Mrs., followed by their first name and surname.
4. Enter your current address, including the city, state, and pin code to verify your location.
5. List your current contact numbers, including mobile and residence numbers, along with your office STD and extension (if applicable). Provide a valid email address for communication.
6. Select the preferred electronic payout method by ticking one option: National Electronic Fund Transfer (NEFT), Electronic Clearing System (ECS), or Direct Credit. If you choose not to select any, a cheque will be the default option.
7. If you have chosen an electronic payout method, fill in the full name of the account holder, the full name of the bank, and the branch name. Specify the account type as either current or savings.
8. Provide your bank account number, along with the MICR code (mandatory for ECS mode) and IFSC code (mandatory for NEFT mode). Note that these codes can be obtained from your cheque book or bank.
9. Acknowledge the responsibility of ensuring the correctness of the bank account number and other details provided in the form.
10. Affix a Re 1/- revenue stamp and sign across the stamp. If the policy is assigned, include details of the assignor and assignee.
11. Complete the acknowledgement section with the proposal/policy number, name of the policyholder, and the date of receipt.
12. Finally, save your changes before downloading, printing, or sharing the completed form.

Complete your Prudential Surrender Form online today to manage your policy effectively.