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Siebel eInsurance Guide > Life & Annuities > End-User Procedures >
Submitting a Withdrawal or Surrender Request
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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Siebel eInsurance Guide Published: 04 June 2003 |