Payout request form: Fill out & sign online

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01. Edit your payout request form online

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02. Sign it in a few clicks

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03. Share your form with others

Send payout request via email, link, or fax. You can also download it, export it or print it out.

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Click ‘Get Form’ to open the payout request form in the editor.
Begin by entering your Policy Number and the Name of the Policyholder at the top of the form. Ensure that all details are accurate.
Provide your contact information, including Landline/Mobile Number and Email Address, followed by your Correspondence Address.
Select the appropriate section for your request: Freelook Cancellation, Surrender, or Partial Withdrawal. Fill in the required fields for each section you select.
For Surrender requests, calculate and enter the Fund Value, Surrender Charge, and Approximate Surrender Value as per your policy details.
Complete the Payment Details section by providing your bank account information for NEFT transfers. Ensure to attach a personalized cancelled cheque or bank statement as required.
Review all entered information carefully before signing. Make sure to have a witness sign if necessary.

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