When writing a letter to an insurance company to enquire about the surrender value of a policy, it is important to be clear and polite. Include all necessary details such as your policy number, the type of insurance, and the reason for your request. Avoid unclear language and ensure all relevant information is provided, including any required documents.
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- FAQs
Sample Letter to Insurance Company Enquiring About the Surrender Value of a Policy
To,
The Manager,
__________ (Name of Insurance Company),
__________ (Insurance Company Address)
Date: __/__/____ (Date)
Subject: Request for surrender value of policy number ________ (policy number).
Dear Sir/Madam,
With due respect, I, _________ (Your Name) do hold an insurance policy from your insurance company ______________ (type of insurance) bearing policy number __________ (Policy Number). The same is due for maturity on _______(Policy Maturity Date).
I am writing this letter to request you to kindly provide me with the surrender value of the above-mentioned policy. The reason for requesting the surrender value is ________ (mention reason – personal records/surrender/any other).
I am enclosing _________ (mention required documents) along with the application.
Thanking you in advance,
Regards,
__________ (Your Name)
__________ (Policy Number)
__________ (Contact Number)
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FAQs
- What details should be included in a letter requesting the surrender value of an insurance policy?
- Include your policy number, type of insurance, reason for the request, policy maturity date, and any required documents.
- Where should I send the letter requesting the surrender value?
- Send the letter to the manager at the insurance company’s address provided on your policy documents.
- Why might I need to request the surrender value of my policy?
- You might need the surrender value for personal records, if you plan to surrender the policy, or for any other specific reason.
- What documents should I enclose with the surrender value request letter?
- Enclose any documents required by the insurance company, such as a copy of the policy, identification proof, and any specific forms requested.
- What should I do if I do not receive a response from the insurance company?
- Follow up with the insurance company via phone or email if you do not receive a response within a reasonable time frame.
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