Selling endowments valuation form

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Surrendering Endowment Policies

If you have decided to dispose of your endowment policies and would like to know if you could get more money by selling them on the traded endowment market, rather than surrendering the endowment policies back to the original life office that issued them, all you have to do is fill in the form below. The details will enable the valuers to assess the "trade in value" and report back to you. If you have more than one policy, simply use the form again. Please note: only "with profits" policies are saleable, "unit linked" policies are not bought by the traders.

(You can determine if your policy is a unit linked or with profits policy by looking at the last annual statement. With profits endowment policies will use words like "annual bonus, reversionary bonus, total bonuses to date", whereas unit linked policies will use words like "managed fund, initial units, capital units, bid value of units". Please only fill in the form if your endowment policies are "with profits" policies. "Unit linked" policies will not be bought.)

Please fill in all fields - missing information can be obtained directly from your last annual bonus statement posted to you by the life company, and/or the original policy schedule.

Title

Contact Name

Address

Postcode

Telephone

Title 2 if joint

Contact Name 2 if joint

Insurance Company

Policy Number

Start Date     (dd/mm/yyyy)

Maturity Date (dd/mm/yyyy)

Gross Premium

Premium Frequency

Basic Sum Assured

Total Bonuses

Bonus Year    (dd/mm/yyyy)

Surrender Value This must be no more than 10 working days old

Surrender Value Date (dd/mm/yyyy)

Email Address

Additional Vital Information

Include here 1st applicants date of birth (DD/MM/YYYY)

2nd applicants date of birth (DD/MM/YYYY)

Details of any policy alterations i.e. assigned to one applicant only.

Finally state if the policy was a "low start" policy (premiums start off low and then increase in stages over the first 5 or 10 years)

# Home
Surrendering Endowment Policies If you have decided to dispose of your endowment policies and would like to know if you could get more money by selling them on the traded endowment market, rather than surrendering the endowment policies back to the original life office that issued them, all you have to do is fill in the form below. The details will enable the valuers to assess the "trade in value" and report back to you. If you have more than one policy, simply use the form again. Please note: only "with profits" policies are saleable, "unit linked" policies are not bought by the traders. (You can determine if your policy is a unit linked or with profits policy by looking at the last annual statement. With profits endowment policies will use words like "annual bonus, reversionary bonus, total bonuses to date", whereas unit linked policies will use words like "managed fund, initial units, capital units, bid value of units". Please only fill in the form if your endowment policies are "with profits" policies. "Unit linked" policies will not be bought.)
Please fill in all fields - missing information can be obtained directly from your last annual bonus statement posted to you by the life company, and/or the original policy schedule.
	Title
	Contact Name
	Address
	Postcode
	Telephone
	Title 2 if joint
	Contact Name 2 if joint
	Insurance Company
	Policy Number
	Start Date (dd/mm/yyyy)
	Maturity Date (dd/mm/yyyy)
	Gross Premium
	Premium Frequency
	Basic Sum Assured
	Total Bonuses
	Bonus Year (dd/mm/yyyy)
	Surrender Value	This must be no more than 10 working days old
	Surrender Value Date (dd/mm/yyyy)
	Email Address
	Additional Vital Information Include here 1st applicants date of birth (DD/MM/YYYY) 2nd applicants date of birth (DD/MM/YYYY) Details of any policy alterations i.e. assigned to one applicant only. Finally state if the policy was a "low start" policy (premiums start off low and then increase in stages over the first 5 or 10 years)