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Surrender Application for Life Insurance Policy

This document is an application form for surrendering a Postal/Rural Life Insurance policy. It requires details such as policy number, insurant's name, communication address, loan information, reasons for surrender, and payment preferences. Additionally, it specifies the need for attached documents like the policy document and loan repayment receipts.

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srahul30100
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42 views1 page

Surrender Application for Life Insurance Policy

This document is an application form for surrendering a Postal/Rural Life Insurance policy. It requires details such as policy number, insurant's name, communication address, loan information, reasons for surrender, and payment preferences. Additionally, it specifies the need for attached documents like the policy document and loan repayment receipts.

Uploaded by

srahul30100
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

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APPLICATION FOR SURRENDER OF POSTAL/ RURAL LIFE INSURANCE POLICY


(Please fill in the columns in CAPITAL letters)

1. Details of Policy to be surrender

i. Policy No.

ii. Sum Assured iii. Date of Acceptance iv. Date of Maturity


` / - / / / /
2. Name of Insurant (Mr./ Mrs./ Ms.)
First Name Middle Name Last Name

3. Communication Address

Village Taluka
City District
State Country PIN

4. Details of loan taken on policy, if any

i. Sanction Date: / /
ii. Amount of Loan: ` / -
iii. Date of repayment of loan: / /
5. Reasons/ circumstances for surrendering policy _______________________________________________________

6. Name of the Post Office (if it is Sub Office, write the name of Head Office as well) at which the payment is desired.
i. Name of Sub Post Office

ii. Name of Head Post Office

7. For payment of surrender value through cheque, please provide following information about your Post Office/Bank
account:-

i. Account No.

ii. Name of Post Office/ Bank

iii. Branch Name:

8. (i) Designation and Address of Drawing and Disbursing Officer during last six months

Village Taluka
City District
State Country PIN

ii. Name of the Post Office where premia were paid during last six months.

a) b) c)

d) e) f)

Date:________________
Signature of Insurant
Name:
Phone no.:
Office:
Residence:
Mobile no. :

Documents attached:

(a) Policy document.


(b) Loan Repayment Receipt Book relating to previous loan.
(c) Premium Receipt Book.
(d) Certificate of Pay Disbursing Officer regarding recovery of premia from pay for the last six months.

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