Application For Cash Withdrawal And Policy Loan Form Page 3

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Application for Cash Withdrawal and Policy Loan Form
Payment Instructions
(Choose 1 of 3 option)
FUND TRANSFER (Applicable for both Peso and Dollar policies). Please submit any of the following:
a)
Bank Certificate (Note: include Bank’s Swift code for non-Metrobank account)
b)
Request for Direct Credit to Bank Account form (Note: Please complete the Request for Direct Credit to Bank Account Form below)
CASH WITHDRAWAL (Applicable for Dollar policies and can be withdrawn at any Metrobank Branches only)
(Note: Please complete the Specimen Signature Form below)
CHECK PAYMENT
(Applicable for both Peso and Dollar policies), please choose below your preferred mode of check delivery.
I will pick up the Check at
Thru my Personal Representative
Head office
AXA Branch:
Name:
Thru my Billing Address:(House No./Street) (Brgy) (City) (Province) (Zipcode)
IMPORTANT: If payment instruction is via FUND TRANSFER, please complete
IMPORTANT: If payment instruction is via DOLLAR CASH withdrawal,
below form and have it verified by Bank Branch Head/BOO.
please complete this form.
REQUEST FOR DIRECT CREDIT TO BANK ACCOUNT
SPECIMEN SIGNATURE FOR CASH WITHDRAWALS
Policy No.:
Account type:
Policy No.:
Peso account
Dollar account
Bank Name:
Name of the Policy Owner:
Metrobank
Others: ___________________________________________
Branch Name:
Swift Code (for Non-Metrobank)
Preferred Metrobank Branch:
Account Number of payee:
Branch Tel. No.:
Branch Fax No.:
Account Name of payee:
Declarations and Agreements:
Specimen Signatures:
1.
I declare that the proceeds of this application/policy once deposited to the account aforementioned
shall be equivalent to payment to me directly of the same and I shall render AXA Philippines, its
successors-in-interests and assigns, including its directors, officers, employees and agents, free
and harmless from any further claim, demand or action whatsoever, which in law or equity I ever had,
now have, or which I, my successors and assigns hereafter may have under this said application/policy.
1.
2.
I declare that in the event the account aforementioned is owned by person other than me, the
account owner is my relative and that I had sought his/her consent to use his/her account to
facilitate the payment to me of the proceeds of this application.
3.
I understand that should the proceeds be credited to a non-Metrobank account, corresponding fees
shall be charged to my account.
4.
I/We, the undersigned, also take full responsibility in the accuracy of the account name and number
indicated above. Should there be any error(s) in the information, I/We understand that this will
result to delays in the crediting of the policy proceeds and I/We shall bear the consequences.
5.
Before signing this declaration and agreement, I have read and understood all declarations which
2.
are hereby given and made willingly and voluntarily and with full knowledge of my rights under
the law.”
__________________________________________
Signature Over Printed Name of the Policy Owner
___________________________
Relationship of claimant to Account Owner
3.
Signature Over Printed Name
of the Account Owner
(If claimant is different from Account Owner)
Account Name and No. verified true and correct by:
Note: Third Party Account
Owner is only limited to:
___________________________
Signature Over Printed Name
1. Spouse
3. Parents
of BOO/ Branch Head
2. Children
4. Siblings
3
of 3
PPH1CWPLFM2011.07

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