Sample letter to LIC regarding loan claim against Jeevan Shanti policy with immediate annuity

Jeevan Shanti is a new insurance plan of LIC for providing support to your retired life. One important benefit of the policy is availability of loan after completion of one year. A letter can be communicated to the LIC branch manager for claiming the loan. This is a simple letter of request to LIC seeking reason for delay in annuity payment of Jeevan Shanti policy. The article addresses the question of properly presenting the request to the concerned person. The sample letter may be modified according to need and situation.

 

To
The Manager
LIC
LIC Address


Sub: Loan against Jeevan Shanti policy

Dear Sir/Madam,

                              With reference to policy number [Policy No.] against my name, I would like to bring to your kind attention that I hold a Jeevan Shanti insurance policy with immediate annuity (Option F) of rupees ten lakh in your LIC branch which was opened on [Date1]. I have completed a year of the policy and I am entitled to a loan of rupees 30,000.

                             I understand that the loan interest will be deducted from the annuity amount payable under the policy. I am in urgent need of the loan for the education of my son. Hence, I request you to kindly grant me the loan after necessary verification. In case, any other clarification is required, I can be contacted at [mobile number] or by email [email address].

                          

                                  This is for your kind information and necessary action.

 

                                                                                                            Yours Truly,

 

                                                                                                             Your Name

                                                                                                             Your address

                                                                                                                                                                                      

Date:
Place:

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