Application for Cash Surrender and Policy Loan for VA Insurance
This document includes the application forms for cash surrender and policy loans for government life insurance provided by the Department of Veterans Affairs. The forms require personal information, policy details, and financial instructions. Instructions for submission are also provided.
Edit, Download, and Sign the Application for Cash Surrender and Policy Loan for VA Insurance
Form
eSign
Add Annotation
Share Form
How do I fill this out?
To fill out this form, begin by providing your personal information, including your full name, insurance policy number, and mailing address. Next, specify the type of insurance you are surrendering or the loan amount desired and provide your signature. Finally, include your payment information and submit the completed form to the Department of Veterans Affairs.

How to fill out the Application for Cash Surrender and Policy Loan for VA Insurance?
1
Provide your personal information including your full name, insurance policy number, and mailing address.
2
Specify the type of insurance you are surrendering or the loan amount desired.
3
Sign the form in ink.
4
Include payment information for direct deposit.
5
Submit the completed form to the Department of Veterans Affairs.
Who needs the Application for Cash Surrender and Policy Loan for VA Insurance?
1
Veterans looking to surrender their VA life insurance policy for cash value.
2
Policyholders who need to apply for a policy loan against their VA life insurance.
3
Beneficiaries requiring information about VA life insurance policy details.
4
VA representatives assisting veterans with their insurance-related queries.
5
Financial advisors helping clients manage their government life insurance policies.
How PrintFriendly Works
At PrintFriendly.com, you can edit, sign, share, and download the Application for Cash Surrender and Policy Loan for VA Insurance along with hundreds of thousands of other documents. Our platform helps you seamlessly edit PDFs and other documents online. You can edit our large library of pre-existing files and upload your own documents. Managing PDFs has never been easier.

Edit your Application for Cash Surrender and Policy Loan for VA Insurance online.
You can easily edit this PDF using the PrintFriendly editor. Simply open the PDF in the editor, make necessary changes to the fields, and save your edits. This allows you to ensure that all information is accurate and up-to-date before submission.

Add your legally-binding signature.
With PrintFriendly, you can sign the PDF electronically. Open the PDF in the editor, add your signature using the signature tool, and place it in the required field. This ensures your form is properly signed before submission.

Share your form instantly.
PrintFriendly allows you to share the PDF directly from the platform. After editing and signing, use the share option to send the PDF via email or copy a shareable link. This makes it easy to distribute the completed form to necessary parties.
How do I edit the Application for Cash Surrender and Policy Loan for VA Insurance online?
You can easily edit this PDF using the PrintFriendly editor. Simply open the PDF in the editor, make necessary changes to the fields, and save your edits. This allows you to ensure that all information is accurate and up-to-date before submission.
1
Open the PDF in the PrintFriendly editor.
2
Make necessary changes to the fields.
3
Save your edits.
4
Double-check the information for accuracy.
5
Download the edited PDF.

What are the instructions for submitting this form?
Submit your completed form to the Department of Veterans Affairs via the document upload service at https://insurance.va.gov/home/IDU or mail it to Veterans Affairs, P.O. Box 7327, Philadelphia, PA 19101. Ensure that all required fields are filled out and that you have signed the form in ink before submission. For assistance, call toll-free at 1-800-669-8477. My advice is to double-check the information provided for accuracy and completeness before submission to avoid delays.
What are the important dates for this form in 2024 and 2025?
Expiration Date: 01/31/2025. Ensure to submit your application before it expires.

What is the purpose of this form?
The purpose of the VA Insurance Application forms is to facilitate the processing of requests for cash surrender and policy loans for government life insurance. These forms collect essential information from veterans and policyholders, ensuring that their requests are handled accurately and efficiently. By providing clear instructions and required fields, the forms help streamline the process for receiving insurance benefits or loans.

Tell me about this form and its components and fields line-by-line.

- 1. First-Middle-Last Name: Enter your full name as it appears on your insurance policy.
- 2. Insurance Policy Number: Provide the number of the insurance policy you are surrendering or requesting a loan against.
- 3. Mailing Address: Enter your current mailing address for correspondence.
- 4. Daytime Telephone Number: Provide a phone number where you can be reached during the day.
- 5. Social Security Number: Enter your social security number for identification purposes.
- 6. Type of Insurance: Specify the type of insurance policy you are surrendering.
- 7. Future Dividend Option: Indicate how you would like future dividends to be handled.
- 8. Signature of Insured: Sign the form in ink to confirm your request.
- 9. Date: Provide the date you are completing the form.
- 10. Payment Information: Enter your bank details for direct deposit of funds.
What happens if I fail to submit this form?
Failure to submit this form may result in delays in processing your request.
- Payment Delay: Delays in receiving payments from your insurance.
- Policy Continuation: The insurance policy may continue to be in effect without changes.
How do I know when to use this form?

- 1. Cash Surrender: When you want to surrender your VA life insurance policy and receive its cash value.
- 2. Policy Loan: When you need to apply for a loan against your VA life insurance policy.
Frequently Asked Questions
How do I edit the form on PrintFriendly?
Open the PDF in the PrintFriendly editor, make your edits, and save the changes.
Can I sign the form electronically on PrintFriendly?
Yes, you can add your electronic signature using the signature tool in the PrintFriendly editor.
How do I share the completed form?
Use the share option in PrintFriendly to send the PDF via email or copy a shareable link.
What information is required to fill out the form?
Personal information, insurance policy details, and payment information are required.
Can I use PrintFriendly to fill out the form online?
Yes, PrintFriendly's PDF editor allows you to fill out the form online.
Is it safe to use PrintFriendly for my VA insurance forms?
Yes, PrintFriendly is a secure platform for editing and sharing PDF forms.
How do I submit the completed form?
Follow the submission instructions provided in the form, which include mailing or uploading it to the VA.
What should I do if I make a mistake on the form?
Use the PrintFriendly editor to correct any mistakes before downloading and submitting the form.
Can I download the completed form after editing?
Yes, you can download the edited form directly from PrintFriendly.
How do I know if my edits are saved?
PrintFriendly will prompt you to save changes before exiting the editor.
Related Documents - VA Insurance Applications

Andhra Pradesh State Road Transport Corporation Student Bus Pass Application
The Andhra Pradesh State Road Transport Corporation (APSRTC) Student Bus Pass Application form is for students up to SSC who need to apply for a bus pass for the academic year 2024-2025. This form includes personal details, school details, route details, and requires a bonafide certificate. Completing this form allows students to travel on APSRTC buses between their residence and school at a concessional fare.

NYC Section 8 Request to Move Form
The NYC Section 8 Request to Move Form is for participants in good standing to move with continued assistance. Participants must meet specific criteria and obtain necessary approvals. The form includes options for non-emergency and emergency moves.

Cheyenne Transit ADA Paratransit Eligibility Application
This file includes the application and instructions for Cheyenne Transit's ADA Paratransit service. It details the eligibility criteria and provides guidelines on how to complete the form. The document must be filled out in full and submitted to determine eligibility for Paratransit service.

Council-Manager Government Roles and Responsibilities Guide
This file provides detailed information about the roles and responsibilities of key officials in a council-manager government structure, including the mayor, city manager, and elected officials. It also explains how residents can participate in the government decision-making process.

Passenger and School Bus Driver Application
This file provides detailed instructions and forms required for obtaining a Commercial Driver License (CDL) with a passenger or passenger/school bus endorsement in New Jersey. It includes fingerprinting information, medical examiner certificate requirements, and a declaration form. Applicants must complete the form, print, and sign it before visiting an Agency or the New Jersey Motor Vehicle Commission.

Facility Clearance (FCL) Orientation Handbook - March 2021
This handbook provides a comprehensive orientation to the Facility Clearance (FCL) process. It outlines responsibilities, deadlines, and guidance. It includes detailed process information and required forms.

Service Member's Individual Transition Plan Checklist
This file is a checklist intended for service members to document and certify the achievement of career readiness standards as they transition out of the military. It includes sections for personal and family needs assessment, evaluation of military service benefits and acquired skills, career readiness standards, and contact information for supporting agencies. The checklist must be completed and verified by the service member, transition counselor, and unit commander prior to separation.

Bangladesh Judicial Service Commission Form Instructions
This document provides detailed instructions for filling out and submitting the Bangladesh Judicial Service Commission form, including essential deadlines and required fields.

NORKA, RØD S - Government of Kerala Undertaking File
This document is issued by the Government of Kerala and pertains to various government-related undertakings. It provides important instructions and details necessary for various procedures. Users should follow the guidelines carefully to ensure compliance.

GOVERNMENT OF PUNJAB DEPARTMENT OF PERSONNEL MANUAL 2019
This document is a manual by the Government of Punjab's Department of Personnel, outlining various personnel policies and instructions issued in the year 2019. It includes amendments, performance indicators, appointment procedures, and relevant rules for civil services and recruitment. The manual serves as a comprehensive guide for personnel management and related administrative processes.

Oklahoma DOT Roadway Design CADD Standards Manual
The Oklahoma DOT Roadway Design CADD Standards Manual effective April 1, 2015 details the best practices for all related engineering work. Following these standards ensures readability, uniformity, and proficiency in design plans. This manual is essential for designers working with or for the Oklahoma Department of Transportation.

Affordable Connectivity Program Application Form FCC Form 5645
FCC Form 5645 is an application form for the Affordable Connectivity Program (ACP) that provides monthly internet service discounts and a one-time device benefit for qualifying low-income consumers. The form includes sections for personal information, identity verification, and household details. Instructions for submission and required documentation are also provided.