Get Surrender Request Form - Generali Philippines

This guide provides clear and supportive instructions on how to complete the Surrender Request Form for Generali Philippines online. Follow the steps outlined below to ensure a smooth submission process, safeguarding your interests throughout.

Follow the steps to effectively complete the surrender request form.

1. Press the ‘Get Form’ button to access the Surrender Request Form. Make sure to have the form open in a suitable editor for filling out the details.
2. Start by completing the policy details section. Fill in your policy number, the type of ID presented, and its details, including ID number, date of issue, and validity. Ensure that the IDs are current and government-issued.
3. Provide the policyowner's name, address, and contact number in the designated fields to ensure proper identification.
4. In the surrender instructions section, indicate the currency and net cash value request while noting that the amounts may change at the time of processing.
5. Carefully read the release statement. Confirm your intention to surrender the policy for its net cash value by agreeing to the outlined terms.
6. Select your payment instruction from the options available. Choose how you would like to receive your funds, whether through a personal check, direct bank transfer, or applied towards outstanding balances.
7. If applicable, indicate the names and details of any authorized representatives, including attachments of necessary documents like a letter of authorization and their ID.
8. Proceed to the signature authorization section. Sign your name over the printed name, and include any required signatures from beneficiaries or authorized witnesses.
9. Review the entire form for accuracy. Once complete, save your changes, and prepare to download, print, or share the form as needed.

Complete your Surrender Request Form online today to manage your life insurance policy effectively.