Get Surrender/partial Withdrawal Application Form - Sbi Life Insurance
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How to fill out the Surrender/Partial Withdrawal Application Form - SBI Life Insurance online
Filling out the Surrender/Partial Withdrawal Application Form for SBI Life Insurance online can be a straightforward process when you have a clear understanding of the form's components. This guide will walk you through each step to ensure your application is completed accurately and efficiently.
Follow the steps to successfully complete your application form.
- Click the ‘Get Form’ button to access the Surrender/Partial Withdrawal Application Form and open it for editing.
- Begin by entering your SBI Life Policy Number at the top of the form to identify the policy you wish to surrender or withdraw from.
- Choose whether you want to surrender the policy or make a partial withdrawal by filling in your choice in the respective text box.
- If you are opting for surrender, you will need to complete the section that states your intention to surrender the policy. Write your name and further details as required.
- For a partial withdrawal, specify the amount you wish to withdraw both in figures and in words, ensuring clarity.
- Indicate if the policy is assigned to anyone by selecting 'Yes' or 'No.' Additionally, declare if the policy was issued under the MWP Act or HUF by responding accordingly.
- Complete the mandatory section regarding bank account details for the transfer of funds. This includes your Bank Name, Branch Address, Account Type, Account Number, and IFS Code.
- Add your contact number and email address. Ensure your address matches SBI Life’s records—otherwise, include ID and address proof.
- Sign the form as the policyholder or assignee. A witness signature may also be required. If you cannot sign, make sure your thumb impression is attested as specified.
- Once the form is completed, you can save your changes, download the document, print it out, or share it as necessary.
Complete your Surrender/Partial Withdrawal Application Form online today for a hassle-free experience.
Visit your nearest SBI Life Insurance Branch. Look for the Policy Surrender Form. Duly fill the form along with the documents listed.... The Original Policy documents. Canceled Cheque with the policyholder's name. Copy of Passbook. Bank Statement. Copy of Pan Card. Copy of Aadhaar Card. Copy of Passport. Driving License.
Fill Surrender/Partial Withdrawal Application Form - SBI Life Insurance
SBI Life Insurance Co. Ltd. If you want to change any details of your insurance policy such as photograph, fund transfer etc. This document contains forms for surrendering or partially withdrawing from a life insurance policy. Step 2: Request a surrender form from customer service. Step 3: Fill out the surrender form. Visit your nearest SBI Life Insurance Branch. After that, you will need to find the Policy Surrender Form.
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