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Siebel eInsurance Guide > Life & Annuities > End-User Procedures >

Submitting a Withdrawal or Surrender Request

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End users can submit requests for a withdrawal or a surrender of funds.

To submit a withdrawal or surrender request

Navigate to the Life & Annuities screen.
In the Policies/Annuities list, select a policy.
Click the Withdrawals & Surrender view tab.
In the Withdrawals & Surrender list, add a record and complete the necessary fields
Follow the procedures defined by your company to submit requests for withdrawals or surrenders.

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