Get Pnb Life How To Apply Policy Surrender Form

Filling out the Pnb Life How To Apply Policy Surrender Form online is an important process for users wishing to surrender their insurance policies. This guide will provide clear, step-by-step instructions to ensure that the form is completed accurately and efficiently.

Follow the steps to fill out the policy surrender form

1. Click 'Get Form' button to access the policy surrender form and open it in the editor.
2. Fill in the 'Policy No.' field with your specific policy number, ensuring accuracy to avoid processing delays.
3. Review the important reminders section to understand the implications and options available for surrendering your policy.
4. Indicate whether you were advised by a Servicing Intermediary to surrender the policy by selecting 'Yes' or 'No'. If 'Yes', ensure they complete the Servicing Intermediary’s Acknowledgement section.
5. Provide your printed name and signature in the designated fields, ensuring that all required signatures from relevant parties such as the insured and any irrevocable beneficiary are included.
6. Complete the 'Reason for surrender' section by briefly stating why you are choosing to surrender the policy.
7. If applicable, include the printed name and signature of a witness, ensuring they are a disinterested person of legal age.
8. After verification, save your changes. You may then choose to download, print, or share the completed form as necessary.

Complete your document online today and ensure all necessary fields are accurately filled for a smooth surrender process.