• Withdrawal of Cash Value / Investment Fund

Withdrawal of Cash Value / Investment Fund

Withdrawal of investment funds (for unit link policy) can be done by customers either in part or in whole (sales policy). Special withdrawal of cash value (for traditional policy) can not be done in part. If the policyholder wants to withdraw the cash value (for a traditional policy), then it must be done as a whole (sales policy).

Procedure

  1. Fill out and sign one of the submission forms (attached) in accordance with the policy owned
  2. Attach an original policy for submission of surrender
  3. Attach a photocopy of valid Identity Cardholder (KTP / SIM / Passport) card or other supporting documents (if required)
  4. Submit the document to the marketing office / Regional Service Center / National Service Center

Form:

Cash/Investment Funds Withdrawal Form

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