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Selling Endowment Policy Form
If you want to find out if your "WITH PROFITS" endowment policy is sufficiently valuable
for an endowment buyer to make on offer, complete the short form below. Do not
complete the form if your policy is "unit linked" as these policies are not
tradable.
Please fill in all fields - click for a
printable checklist to help you
locate all the information needed.
Title
i.e. Mr, Mrs, Ms, Doctor, Rev etc.
Contact Name
i.e. John Smith
Address
do not use commas
Postcode
i.e. BH13 7PN
Telephone
Title 2 if joint
Contact Name 2 if joint
Insurance Company
i.e. Standard Life
(Only "WITH PROFITS" policies are being bought, unit linked
policies are not tradable.)
Policy Number
Start Date
write as 01/06/1990 (for example) using forward
slash (/)
Maturity Date
write as above, using forward slash (/)
Gross Premium
Do not use £ sign (write £51.92 as 51.92 using
full stop to separate pounds and pence)
Premium Frequency
(usually monthly)
Basic Sum Assured
Do not use commas or £ sign (write £10,234 as 10234
omitting the comma and £ sign)
Total Bonuses
Do not use commas or £ sign
Bonus Year
write as 2010 for example
Surrender Value
Do not use commas or £ sign (write £23,567.90 as
23567.90)
Surrender Value Date
This must be no more than 5 days old or the policy
cannot be valued. Write same style as dates above using forward slash (/)
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)