Get Foresters Life Insurance Surrender Form

Filling out the Foresters Life Insurance Surrender Form online can streamline your application process for a policy loan. This guide will walk you through the necessary steps to ensure a smooth submission.

Follow the steps to complete the form accurately.

1. Click the ‘Get Form’ button to obtain the form and open it in your chosen document editor.
2. Fill in your policy number and the names of the policy owner and the insured in the designated fields. Make sure to enter the owner's current address and phone number accurately.
3. In section A, select one of the options regarding the policy loan request. Choose the specified amount or indicate if you would like the maximum loan available.
4. Move to section B and choose your preferred delivery method for receiving the loan proceeds, whether by regular mail, FEDEX Standard Overnight, or FEDEX Saturday Delivery, noting any associated charges.
5. In section C, check where you would like the proceeds sent. If choosing a different address, ensure you affix a Medallion Signature Guarantee in the required area.
6. Read through section D regarding loan acknowledgments. Understanding the implications of the policy loan on cash value and death benefits is crucial. Ensure that you agree to the terms outlined.
7. Complete section E by providing your signature(s), Social Security Number(s) or Taxpayer Identification Number(s), and the date. Be aware of the signature requirements based on your role concerning the policy.
8. Finally, review all information provided to ensure accuracy. Users can then save changes, download, print, or share the completed form for submission.

Complete your Foresters Life Insurance Surrender Form online today to manage your policy conveniently.