Policy Loan Agreement Sample Contracts

Policy Loan Agreement and Assignment of Policy
Policy Loan Agreement • May 20th, 2020

Instructions: Use this form to request for a loan against your policy. Please complete this form in its entirety to avoid any delays in processing. If you need any assistance in completing this form, please contact our customer service representatives.

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Policy Loan Agreement and Assignment of Policy
Policy Loan Agreement • February 7th, 2024

Instructions: Use this form to request for a loan against your policy. Please complete this form in its entirety to avoid any delays in processing. If you need any assistance in completing this form, please contact our customer service representatives.

POLICY LOAN AGREEMENT WITH ASSIGNMENT OF POLICY AND AGREEMENT AS TO INTEREST
Policy Loan Agreement • February 4th, 2013

Policy Number 保單號碼 Name of Insured 受保人姓名 Name of Owner 持有人姓名 Agent /Broker Name 營業員/經紀姓名 Agent/Broker Code營業員號碼/經紀號碼Area/Agency/Broker Code區域/營業員/經紀組別編號 Agent’s /Broker Tel. No營業員/經紀聯絡電話

Policy Loan Agreement and Assignment of Policy
Policy Loan Agreement • September 27th, 2021

Instructions: Use this form to request for a loan against your policy. Please complete this form in its entirety to avoid any delays in processing. If you need any assistance in completing this form, please contact our customer service representatives.

POLICY LOAN AGREEMENT
Policy Loan Agreement • April 17th, 2020
POLICY LOAN AGREEMENT WITH ASSIGNMENT OF POLICY AND AGREEMENT AS TO INTEREST
Policy Loan Agreement • July 25th, 2022

Policy Number Name of Insured Name of Owner保單號碼 受保人姓名 持有人姓名 P3962015 Area Code Agency Name Agent Code區域編號 營業員組別名稱 營業員號碼 Agency Code Agent Name Agent Tel. No.營業員組別編號 營業員姓名 營業員聯絡電話 TR Membership Number 業務代表會員號碼 IA ANG(For Brokers only 僅供經紀使用)Remark: If the stated AIA financial planner / broker / IFA on this form is not my current servicing AIA financial planner / broker / IFA, I give consent to him/her to handle and follow up my request.備註:倘若在上述表格上填寫的財務策劃顧問/ 經紀/ 獨立理財顧問並不是本人目前的財務策劃顧問/ 經紀/ 獨立理財顧問,本人同意他/她處理並跟進我的要求。 Important Notes : 注意事項: 1. Please submit ID card / passport copy of the Owner / Trustee. In the case of corporate owner, company documents including business registration, list of authorized signatories, ID card/passport of shareholders with 10% or more of the voting rights and the ultimate principal beneficial owner are required. Our Company reserves the right to ask for additional documents if necessary.請遞交持有人/ 信託人的身份證/護照副本。倘以公司名義之持有人,必須遞交商業

POLICY LOAN AGREEMENT
Policy Loan Agreement • February 27th, 2024

I/we, the undersigned owner(s) of the herein individual insurance evidenced by the above described policy hereby acknowledge having received on the date specified above the sum of PESOS:

AIA POLICY LOAN AGREEMENT WITH ASSIGNMENT OF POLICY AND AGREEMENT AS TO INTEREST
Policy Loan Agreement • February 8th, 2021

Together we go green! You can submit policy service requests via our mobile app AIA Connect. You can also contact your Financial Planner to submit requests digitally through iChange.

POLICY LOAN AGREEMENT
Policy Loan Agreement • February 14th, 2014

The undersigned request The Equitable Life Insurance Company of Canada (the “Company“) to grant a loan to the undersigned upon the security of the Policy for the amount of Dollars. Will this loan be used to fund the purchase of a New Life insurance contract? Yes £ No £

Head Office
Policy Loan Agreement • December 10th, 2016
Policy Loan Agreement and Assignment of Policy
Policy Loan Agreement • February 7th, 2024

Instructions: Use this form to request for a loan against your policy. Please complete this form in its entirety to avoid any delays in processing. If you need any assistance in completing this form, please contact our customer service representatives.

❒ MAXIMUM AMOUNT AVAILABLE
Policy Loan Agreement • June 28th, 2018

In consideration of the sum of the loan amount requested above advanced this day by National Western Life Insurance Company (“NWL”), as a loan on the sole security of and in accordance with the Policy Loans provision contained in the above policy issued by NWL, I (we) hereby assign said policy as security for the repayment of the said loan and interest thereon. Interest shall be payable at the rate and at the times and in the manner provided in the policy. Interest which is not paid when due shall be added to the principal of the loan and shall bear interest at the same rate.

Contract
Policy Loan Agreement • August 3rd, 2016

POLICY LOAN AGREEMENT This agreement is made between Etiqa Insurance Pte. Ltd. (“the Company”) and the undersigned Policy Owner/ Trustee(s) /Assignee, who is the legal owner of the Policy with Policy Number stated in the Schedule under Section A below (“Policy”). The Company has agreed to lend to the Policy Owner/ Trustee(s) /Assignee the amount of loan specified in the Schedule under Section A below. In consideration, the Policy Owner/ Trustee(s) /Assignee shall agree to the terms and conditions set out below: 1. The loan interest charged on the loan will start on the date you applied for this loan, and will be based on the rate agreed in the Schedule under Section A below. The Company reserves the right to change the interest rate at any time. Should there be any change in interest rate, the Company will inform you of the new interest rate 30 days before the effective date.2. Interest is due and compounded on each anniversary of the commencement date of the Policy, and is charged at

Policy Loan Agreement【OIU Only】
Policy Loan Agreement • November 17th, 2020

Please read the notice carefully before filling the form and write in block letters with dark blue/black pen to make your information identifiable.

AIA SINGAPORE
Policy Loan Agreement • January 12th, 2021

Particulars of Insured and Policy Owner/Trustee/Assignee(s) Name of Insured NRIC/Passport/FIN No. Name of Policy Owner/Trustee/Assignee(s) NRIC/Passport/FIN/Entity Registration No. Name of Trustee (if any) NRIC/Passport/FIN No. The Schedule Policy Number Loan Amount ($) Policy Loan Agreement THIS AGREEMENT is made between AIA Singapore Private Limited (“AIA Singapore”) and the Policy Owner/Trustee/Assignee(s).WHEREAS the Policy Owner/Trustee/Assignee(s) is/are the legal owner(s) of the policy, the number of which is specified in the Schedule (hereinafter called the “said Policy”) AND WHEREAS AIA Singapore has agreed to lend to the Policy Owner/Trustee/Assignee(s) the amount of loan specified in the Schedule (hereinafter called the “said loan”).NOW THIS AGREEMENT WITNESSETH that AIA Singapore and the Policy Owner/Trustee/Assignee(s) in consideration of the amount lent by AIA Singapore hereby mutually covenant and agree as follows:1. That interest on said loan will be at the rate t

POLICY LOAN AGREEMENT
Policy Loan Agreement • May 22nd, 2020

The undersigned request The Equitable Life Insurance Company of Canada (the “Company“) to grant a loan to the undersigned upon the security of the Policy for the amount of Dollars. Will this loan be used to fund the purchase of a New Life insurance contract? Yes No

AMERICAN SAVINGS LIFE INSURANCE COMPANY
Policy Loan Agreement • June 22nd, 2000
POLICY LOAN AGREEMENT WITH ASSIGNMENT OF POLICY AND AGREEMENT AS TO INTEREST
Policy Loan Agreement • February 4th, 2013

Policy Number 保單號碼 Name of Insured 受保人姓名 Name of Owner 持有人姓名 Agent /Broker Name 營業員/經紀姓名 Agent/Broker Code營業員號碼/經紀號碼 Area/Agency/Broker Code區域/營業員/經紀組別編號 Agent’s /Broker Tel. No營業員/經紀聯絡電話

POLICY LOAN AGREEMENT WITH ASSIGNMENT OF POLICY AND AGREEMENT AS TO INTEREST
Policy Loan Agreement • December 19th, 2017

Remark: If the stated AIA financial planner / broker / IFA on this form is not my current servicing AIA financial planner / broker / IFA, I give consent to him/her to handle and follow up my request.

Contract
Policy Loan Agreement • February 15th, 2023

A POLICY LOAN AGREEMENT THIS AGREEMENT is made between The Great Eastern Life Assurance Company Limited (‘the Company’) and the undersigned Applicants (‘the Borrower and Assignee’). In consideration, the Borrower and Assignee will agree to the terms set out below: I. The Loan Agreement is subject to the following conditions precedent:a. On application by the Borrower, the Company will assess his/her loan eligibility in accordance with its applicable internal guidelines. The Company may in its sole discretion decide if it will approve or reject an application for a Policy Loan, without providing any reason whatsoever.b. All information provided by the policyholder / Trustee/ Assignee / Borrower in relation to the policy and loan application are true, accurate and complete. The Company shall have the right to recall the loan amount (including any accrued interest) and/or terminate the Policy Loan immediately if any of the information is false, inaccurate or incomplete.c. The policyholde

Policy Loan Agreement and Assignment of Policy
Policy Loan Agreement • December 17th, 2014

Pursuant to the terms of the above designated policy, which terms are incorporated herein as if fully set forth, the undersigned do(es) hereby acknowledge

Etiqa Insurance Pte. Ltd. (Company Reg. No. 201331905K)
Policy Loan Agreement • February 11th, 2020

POLICY LOAN AGREEMENT This agreement is made between Etiqa Insurance Pte. Ltd. (“the Company”) and the undersigned Policy Owner / Trustee(s) / Assignee, who is the legal owner of the Policy with Policy Number stated in the Schedule under Section A below (“Policy”). The Company has agreed to lend to the Policy Owner / Trustee(s) / Assignee the amount of loan specified in the Schedule under Section A below. In consideration, the Policy Owner/ Trustee(s) / Assignee shall agree to the terms and conditions set out below: 1. The loan interest charged on the loan will start on the date you applied for this loan, and will be based on the rate agreed in the Schedule under Section A below. The Company reserves the right to change the interest rate at any time. Should there be any change in interest rate, the Company will inform you of the new interest rate 30 days before the effective date.2. Interest is due and compounded on each anniversary of the commencement date of the Policy, and is charg

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AIA SINGAPORE
Policy Loan Agreement • May 20th, 2015

WHEREAS the Policyowner/Trustee(s)/Assignee is/are the legal owner(s) of the policy, the number of which is specified in the Schedule (hereinafter called the “said Policy”) AND WHEREAS AIA Singapore has agreed to lend to the Policyowner/Trustee(s)/Assignee(s) the amount of loan specified in the Schedule (hereinafter called the “said loan”).

Policy Loan Agreement and Assignment of Policy
Policy Loan Agreement • October 31st, 2023

Instructions: Use this form to request for a loan against your policy. Please complete this form in its entirety to avoid any delays in processing. If you need any assistance in completing this form, please contact our customer service representatives.

POLICY LOAN AGREEMENT
Policy Loan Agreement • January 19th, 2015
POLICY LOAN AGREEMENT
Policy Loan Agreement • April 26th, 2013

Outstanding Loan (inclusive of interest) and Automatic Premium Loan (APL) $ New Loan $Stamp Duty Total $ Total Loan Balance $ Initial Interest Rate % per annum compounded annually The above named Borrower applies to Guardian Life Limited for the NEW LOAN specified above in accordance with the terms of the above policy and agree to the following: 1. The New Loan shall be added to any existing indebtedness including accrued interest and shall hereinafter be referred to as the Total Loan.2. The Total Loan shall be repayable by installments of $ commencing (subject to any amendment in the rate of interest)3. Interest is payable on the Total Loan until the loan has been fully repaid and shall be compounded and capitalized annually, if not paid.4. The interest rate shall be the initial Interest Rate stated above and Guardian Life reserves the right to amend the rate from time to time. Interest shall accrue from the date the loan is disbursed.5. If the Total Loan and interest thereon, at any

Contract
Policy Loan Agreement • October 9th, 2020

All parties having any vested interest in the policy must sign this form (e.g. owner, assignee, etc.). Beneficiaries need to sign only where their interest is vested. Corporate signatures should include the signatures of the two signing officers and the corporate seal.

POLICY LOAN AGREEMENT
Policy Loan Agreement • July 7th, 2020

of & /100 (P ) by Etiqa Philippines, the receipt of which is hereby acknowledged the undersigned hereby pledge(s) and assign(s) to said Company (as sole security for said loan) the above designated policy and all rights, title and interest therein, together with all the money that may become payable thereunder, and warrant(s) the validity and sufficiency of this pledge and assignment.

Policy Loan Agreement
Policy Loan Agreement • July 10th, 2009
Policy Number:保單編號: Full Name of Insured:受保人姓名 * Full Name of Policyowner:保單持有人姓名 * Nationality of Policyowner (if any change)保單持有人國籍 (如有更改) * HKID/Passport/ BR No. of Policyowner (if any change)保單持有人香港身份證/護照/商業登記號碼 (如有更改)
Policy Loan Agreement • March 20th, 2017

This policy loan arrangement is subject to any indebtedness to the Company together with interest thereon and is made subject to all provisions and conditions of the Policy.

POLICY LOAN AGREEMENT - 保 单 贷 款 协 议 书
Policy Loan Agreement • January 4th, 2019

THIS AGREEMENT is made between THE GREAT EASTERN LIFE ASSURANCE COMPANY LIMITED (‘the Company’) and the undersigned Applicants (‘the Borrower and Assignee’).

POLICY LOAN AGREEMENT
Policy Loan Agreement • December 10th, 2016

The undersigned request The Equitable Life Insurance Company of Canada (the “Company“) to grant a loan to the undersigned upon the security of the Policy for the amount of Dollars. Will this loan be used to fund the purchase of a New Life insurance contract? Yes □ No □

POLICY LOAN AGREEMENT
Policy Loan Agreement • February 4th, 2015
POLICY LOAN AGREEMENT WITH ASSIGNMENT OF POLICY AND AGREEMENT AS TO INTEREST
Policy Loan Agreement • February 4th, 2013

Policy Number 保單號碼 Name of Insured 受保★姓名 Name of Owner 持有★姓名 Agent /Broker Name 營業員/經紀姓名 Agent/Broker Code營業員號碼/經紀號碼 Area/Agency/Broker Code區域/營業員/經紀組別編號 Agent’s /Broker Tel. No營業員/經紀聯絡電話

POLICY LOAN AGREEMENT
Policy Loan Agreement • August 26th, 2008

Outstanding Loan (inclusive of interest) and Automatic Premium Loan (APL) $ New Loan $Stamp Duty Total $ Total Loan Balance $ Initial Interest Rate % per annum compounded annually The abovenamed Borrower applies to Guardian Life Limited for the NEW LOAN specified above in accordance with the terms of the above policy and agree to the following: 1. The New Loan shall be added to any existing indebtedness including accrued interest and shall hereinafter be referred to as the Total Loan.2. The Total Loan shall be repayable by installments of $ commencing (subject to any amendment in the rate of interest)3. Interest is payable on the Total Loan until the loan has been fully repaid and shall be compounded and capitalized annually, if not paid.4. The interest rate shall be the initial Interest Rate stated above and Guardian Life reserves the right to amend the rate from time to time. Interest shall accrue from the date the loan is disbursed.5. If the Total Loan and interest thereon, at any t

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