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To fill out this form, start by reading the important notes and the mandatory sections. Input your personal details accurately in the designated fields. Make sure you understand and agree to the terms before signing.
How to fill out the AXA Policy Surrender/Full Withdrawal Application?
1
Read the important notes and instructions.
2
Fill in the policy details and select the type of transaction.
3
Provide your personal details and contact information.
4
Agree to the terms and sign the form.
5
Submit the completed form with the required documents.
Who needs the AXA Policy Surrender/Full Withdrawal Application?
1
Policy Owners who want to surrender their policy.
2
Assignees of a policy seeking a full withdrawal.
3
Individuals needing to update personal details with AXA.
4
Customers wanting to transfer proceeds to a new AXA policy.
5
Legal guardians managing minor irrevocable beneficiaries.
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What are the instructions for submitting this form?
Submit the completed form along with all required documents via email to customer.service@axa.com.ph, or through the AXA Service Center branches. You may also send the form through fax at +632 8-5815-AXA (292) or through physical mail to the AXA Philippines Head Office. For online submission, use the AXA customer service portal. Ensure all required documents are included to avoid any delays in processing. Our advice is to double-check the form and necessary attachments before submission for a smooth and efficient process.
What are the important dates for this form in 2024 and 2025?
There are no specific dates provided in this form for 2024 and 2025.
What is the purpose of this form?
The AXA Policy Surrender/Full Withdrawal Application Form serves as an official document for policy owners or assignees looking to surrender or withdraw their policy. This form collects all necessary personal, policy, and transaction details to ensure legal and accurate processing by AXA Philippines. By completing and submitting this form, individuals can manage their policy surrender, withdrawal, or updates effectively and efficiently.
Tell me about this form and its components and fields line-by-line.
- 1. Policy Surrender or Full Withdrawal: Select whether you are surrendering a traditional life policy or opting for full withdrawal from a variable life policy.
- 2. Policy Details: Fill in the full name, contact details, and agreement options of the policy owner.
- 3. Certification of Customary Signature: Certify that the provided signatures on the form are your customary signatures.
- 4. Declaration: Declare your legal entitlement to the cash value of the policy and agree to the terms and conditions.
- 5. Payment Instructions: Choose the preferred method for receiving policy proceeds and provide necessary bank or check information.
What happens if I fail to submit this form?
Failure to submit this form can lead to delays or denial of your policy surrender or withdrawal request.
- Delay in Processing: Your request will not be processed until the form and all required documents are received.
- Potential Denial: Incomplete or missing information may result in the denial of your request.
- Loss of Benefits: You may lose valuable policy benefits if the form is not submitted on time.
How do I know when to use this form?
- 1. Policy Surrender: When you wish to surrender your traditional life policy.
- 2. Full Withdrawal: For opting for a full withdrawal from your variable life policy.
- 3. Policy Updates: To update your contact information and preferences with AXA.
- 4. Transferring Proceeds: When applying proceeds to a new AXA policy.
- 5. Legal Documentation: As a legal guardian or representative, complete the form for policy management purposes.
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What types of transactions can I select on this form?
You can choose between policy surrender and full withdrawal options.
How will I know the status of my request?
AXA will update you through SMS and/or email based on your preferred notification method.
What documents are required to submit with this form?
Submit clear copies of photo-bearing valid IDs and ensure all sections of the form are completed.
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