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Get Aegon Life Insurance Surrender Form
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How to fill out the Aegon Life Insurance Surrender Form online
Filling out the Aegon Life Insurance Surrender Form online can be a straightforward process when guided correctly. This guide will provide you with step-by-step instructions to ensure all information is accurately submitted.
Follow the steps to successfully complete the form.
- Press the ‘Get Form’ button to obtain the Aegon Life Insurance Surrender Form and open it in your preferred editing tool.
- Begin by entering your name as the policyholder in the designated field. Make sure to use the full name as it appears in your policy documents.
- Fill in your policy number accurately in the assigned section to ensure your request is processed correctly.
- Provide your contact number and email address. This information is essential for the insurer to reach you regarding your surrender request.
- Indicate your request type by ticking the relevant box for 'Freelook,' 'Surrender,' 'Partial withdrawal,' or 'Systematic withdrawal.'
- In the field provided, specify your reasons for cancelling the policy. This information helps the insurer understand your decision.
- Complete the partial or systematic withdrawal section by entering the amount you wish to withdraw, ensuring it meets the minimum requirements listed.
- If applicable, provide your banking details for fund transfer, including bank name, branch address, account type, and account number.
- If you are a non-resident Indian (NRI), ensure you indicate this status and provide all necessary NRI documentation as requested in the form.
- Review and double-check all entered information for accuracy before submitting the form.
- Once all details are confirmed, save your changes and download a copy of the form for your records. You may also print or share the form as required.
Complete your Aegon Life Insurance Surrender Form online today for a seamless experience.
The guaranteed surrender value is payable to the policyholder only after the completion of three years. This value makes up to only 30% of the premiums paid towards the plan. Moreover, it excludes the premium paid for the first year, additional costs paid towards riders and bonuses (you might have received).
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