Get Metropolitan Policy Surrender

Filling out the Metropolitan Policy Surrender form is an essential step for policyholders looking to withdraw funds or surrender their policy. This guide offers a clear, step-by-step approach to help users complete the form effectively, ensuring that all necessary information is provided.

Follow the steps to complete the Metropolitan Policy Surrender form online.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by entering your policy number in the designated field. This is crucial for identifying your policy.
3. Fill in the date of the request using the format dd-mm-yyyy. Ensure this date reflects when you are submitting the request.
4. Provide the name of the policy owner in the specified field. It should match the name used during policy registration.
5. Enter your mobile number and email address. It is mandatory to provide at least one contact number to facilitate request processing.
6. Complete your current mailing address. This address will be used for future correspondence regarding your policy.
7. Select whether you wish to make a partial withdrawal or a full surrender by ticking the appropriate box. If opting for partial withdrawal, specify the amount in rupees or percentage and choose your fund option from the list providing your preferred fund option.
8. In the payment details section, fill in your bank account information. This includes your bank account name, bank name, branch name, account number, account type, and IFSC code.
9. If you are a non-resident Indian (NRI), ensure to attach the required customer declaration and bank certificate for repatriation.
10. Attach any mandatory supporting documents such as the original policy document (if surrendering), identity proof for KYC, and bank account verification like a canceled cheque.
11. Review all entered details carefully to confirm their accuracy. Once satisfied, you can save your changes, download the form, print it, or share it as needed.

Begin filling out your Metropolitan Policy Surrender form online today to manage your policy effectively.