When drafting a request letter for surrendering an insurance policy, it's essential to maintain clarity and politeness throughout the communication. Clearly state the policy details including the policy number, date of inception, and maturity date. Provide a valid reason for surrendering the policy and include all necessary documentation such as the insurance policy bond paper and bank account details for the surrender amount transfer. Express appreciation for prompt action.
Surrender Request Letter for Insurance policy
To,
The Manager,
__________ (Name of Insurance Company),
__________ (Insurance Company Address)
Date: __/__/____ (Date)
Subject: Surrender request for Insurance policy number ________ (policy number).
Sir/Madam,
Respectfully, I _________ (Your Name) am holding insurance policy from your insurance company ______________ (Insurance company name) taken on _______(Date of Insurance Policy Taken) and having policy number __________ (Policy Number). The same is due for maturity on _______(Policy Maturity Date). I want to surrender the policy due to ___________ (reason for surrender)
I request you to kindly complete the formalities of the claim of policy and transfer the surrender policy amount of this policy to my account no. ____________ (account number), which is already updated in records and terminate the aforesaid policy.
I am enclosing _________ (insurance policy bond paper/policy surrender request/ (bank account statement/cancelled cheque/bank passbook copy), photo, insurance application form) along with the application.
Your immediate action will be highly appreciated.
Thank you,
Signature: _____________
Your Name: __________
Policy Number: __________
Mobile number: _________
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Kshitij Tarun