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The document is a Policy Loan or Cash Surrender Request form issued by American National Insurance Company. It outlines the procedures for requesting a loan against a life insurance policy or surrendering the policy for cash value. The form includes sections for loan requests, cash surrender agreements, and necessary signatures, emphasizing that such actions may affect the policy's values and terms.

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Click ‘Get Form’ to open the Policy Loan or Cash Surrender Request in the editor.
Begin by entering your Policy Number and Date Completed at the top of the form. Ensure that all information is accurate.
In the Insured Name section, print your first name, middle initial, and last name clearly.
For a loan request, select either 'CASH LOAN', 'MAXIMUM CASH LOAN', or 'PREMIUM LOAN'. Fill in the requested amounts as applicable.
If you are requesting a cash surrender, indicate whether it is a full or partial surrender and provide the amount if applicable.
Complete the Loan or Surrender Signatures section by printing your name, signing, and providing your address details.
Finally, specify where you would like any checks mailed. If left blank, it will be sent to the Owner’s address provided above.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is American National Insurance Company going out of business?

Following its announcement several months ago to leave the homeowners insurance business in nine states including California and Louisiana, American National appears to be exiting the line in all states.

Is homeowners insurance due at closing?

If youre getting a mortgage on the house youre buying, your lender usually requires you to pay your first yearly homeowners insurance premium before or at closing. The lender does this to protect the investment on their end.

What does American National do?

American National was founded in 1905 by Galveston businessman William Lewis Moody Jr. Today the company offers a wide array of insurance products and services including life insurance, annuities, health insurance, property and casualty insurance, credit insurance, and pension plan services.

Is American National a good insurance company?

With 3.1/5 stars in 2025, American National is an average insurance company.

Is American National getting rid of homeowners insurance?

Texas-based American National announced last year it would stop offering homeowners insurance in the California market.

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Is American National ending homeowners insurance?

The Galveston, Texas-based insurance group, which operates in all 50 states, began withdrawing its homeowners product from nine statesCalifornia, Louisiana, Arkansas, Colorado, Minnesota, Oklahoma, South Carolina, South Dakota, and Washingtonin February.

Did American National Insurance get bought out?

BROOKFIELD NEWS Brookfield Reinsurance has completed its acquisition of American National in an all-cash transaction valued at approximately $5.1 billion. Under the terms of the transaction, Brookfield Reinsurance acquired all issued and outstanding shares of American National Group, Inc.

How do I file a claim with American National?

Phone: Call the 24-hour claims hotline at (800) 333-2860. Email: Claims@AmericanNational.com.

American national forms 2026

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See more american national forms versions

Complete this form in 5 minutes or less

Got questions?

Is American National Insurance Company going out of business?

Is homeowners insurance due at closing?

What does American National do?

Is American National a good insurance company?

Is American National getting rid of homeowners insurance?

Security and compliance

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People also ask

Is American National ending homeowners insurance?

Did American National Insurance get bought out?

How do I file a claim with American National?

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