Get Life Application Form

Filling out the Life Application Form online can streamline the process of surrendering your policy. This guide provides step-by-step instructions to assist you in completing the form accurately and efficiently.

Follow the steps to complete the Life Application Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your SBI Life policy number at the top of the form to identify your specific policy.
3. Fill in your names in the fields provided, indicating the individuals wishing to surrender the policy.
4. Declare that you have not assigned the policy to anyone else or dealt with it in any manner before surrendering.
5. Acknowledge that by surrendering the policy, you understand that the contract will be terminated and you will not be eligible for any benefits from it.
6. Specify if the policy was issued under the provisions of the MWP Act or HUF.
7. State that the policy has not been attached or encumbered by any authority or court.
8. Enter the amount of the surrender value in figures and words as requested.
9. Fill in your bank account details, including the account number, IFS code, and type of account.
10. Add signatures where required, including witnesses if needed.
11. Ensure you affix a revenue stamp and sign across it where requested.
12. Complete the banker’s attestation section, if applicable, to certify the accuracy of your account details.
13. Review all entries for accuracy and completeness before finalizing.
14. Once everything is accurate, save changes, download, print, or share the completed form as needed.

Complete your documents online today to ensure a smooth submission process.