Am I eligible for a partial surrender or loan from my Universal Life Policy?
There must be accumulated cash value in a Universal Life plan before any partial surrender or loan is available. An owner may then withdraw funds not to exceed that value.
Please refer to your policy to see how your policy will be affected before taking a partial surrender or a loan.
To request a partial surrender or loan, complete the Policy Owner Service Request Form and submit your request to Trustmark. The request should include the policy or social security number, the request for loan or partial surrender, and the signature of the policy owner. It may be mailed or faxed to Trustmark's Worksite Claim Department. If you have any questions, please contact Trustmark's Worksite Claim Department.
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