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Direct Credit Request Form for AXA Policy

The document is a request form for direct credit of policy proceeds to a bank account. It requests details of the policy, bank account, and contains declarations agreeing that deposit of proceeds to the specified account is equivalent to payment and releases the insurance company from further claims. The policy owner assumes responsibility for any errors in the account information provided.

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Mike Reyes
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100% found this document useful (1 vote)
441 views1 page

Direct Credit Request Form for AXA Policy

The document is a request form for direct credit of policy proceeds to a bank account. It requests details of the policy, bank account, and contains declarations agreeing that deposit of proceeds to the specified account is equivalent to payment and releases the insurance company from further claims. The policy owner assumes responsibility for any errors in the account information provided.

Uploaded by

Mike Reyes
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Request for Direct Credit to

Bank Account
BRANCH/HEAD OFFICE
Policy Details ASSESSMENT

Original Documents:

Policy No.: Account type:


Peso account Dollar account

Bank Name: Date & Time of Receipt:

Metrobank Others: __________________________________________________________ __________________________

Branch Name: Swift Code (for Non-Metrobank): Receiving Branch:

__________________________
Account Number of payee: Receiving BOS:

__________________________
Account Name of payee:

Reminder:

Fund transfer is only allowed


Declarations and Agreements: to the bank account of the
Policy Owner.

Declarations and Agreements:

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.

2. I understand that should the proceeds be credited to a non-Metrobank account, corresponding fees shall be
charged to my account.

3. I, 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 understand that this will result to delays in the
crediting of the policy proceeds and I shall bear the consequences.

4. Before signing this declaration and agreement, I have read and understood all declarations which are hereby
given and made willingly and voluntarily and with full knowledge of my rights under the law.

________________________________ ________________________________
Signature Over Printed Name Date
of the Policy Owner
Account Name and No. verified true and correct by:

________________________________
Signature Over Printed Name
of BOO/ Branch Head

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