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Get Life Policy Form
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How to fill out the Life Policy Form online
Completing the Life Policy Form online can streamline the process of making necessary changes to your insurance policy. This guide provides clear, step-by-step instructions tailored to assist users in filling out the form accurately and efficiently.
Follow the steps to complete the Life Policy Form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by entering your personal details in the 'Particulars of the Policy Holder' section. Ensure that all contact details are filled out, including your name, mobile number, email address, and residence. Use block letters as instructed.
- If applicable, indicate whether this form is being filled out by an assignee and provide the necessary details for the life assured and the policy number.
- Proceed to the 'Name Change / Correction' section if you need to update any names associated with the policy. Fill in both current and new names, ensuring all fields are completed.
- If you need to change an address, move to the 'Address Change / Correction' section. Similar to the name change section, fill in the old and new addresses carefully.
- For any changes in the date of birth, navigate to the 'Change in Date of Birth' section and provide both the old and new dates. Be aware that this change may require additional documentation.
- If you are applying for a duplicate policy issuance, specify the reason in the relevant section.
- Select any required proof documents based on the changes being requested by checking the appropriate boxes in the 'Proof Required' section.
- Complete the declaration by signing and dating the form. Ensure that you agree to all conditions listed in the instructions.
- Lastly, after you have filled out the form, review all entered information for accuracy. You can then save your changes, download a copy, print it, or share it as needed.
Start filling out your Life Policy Form online today to ensure your details are up-to-date.
More In Forms and Instructions Form 712 is filed by executors with Form 706, 706-NA, or 709 for insurance policy or premium amounts.
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