What is an Anti-Forfeiture Clause and Why It Matters

Definition & Meaning

An anti-forfeiture clause is a provision found in life insurance policies. It allows policyholders who stop paying their premiums to access the cash value of their policy, obtain extended term insurance, or receive reduced paid-up insurance. These options are provided in accordance with specific tables outlined in the policy. The purpose of this clause is to protect policyholders from losing their benefits due to non-payment of premiums, a requirement often mandated by law.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A policyholder has a life insurance policy with a cash value of $10,000. After missing several premium payments, they invoke the anti-forfeiture clause and choose to receive the cash value instead of losing the policy.

Example 2: A policyholder stops paying premiums on their life insurance but can convert their policy into reduced paid-up insurance, allowing them to maintain some level of coverage (hypothetical example).

State-by-state differences

State Anti-Forfeiture Clause Variations
California Requires clear disclosure of the clause in insurance policies.
New York Mandates specific terms for cash value access.
Texas Allows policyholders to choose between cash value or reduced paid-up insurance.

This is not a complete list. State laws vary, and users should consult local rules for specific guidance.

Comparison with related terms

Term Definition Difference
Forfeiture Clause A provision that allows a company to terminate a policy if premiums are unpaid. Anti-forfeiture clauses protect against losing benefits, while forfeiture clauses allow for termination.
Cash Value Insurance A type of life insurance that accumulates cash value over time. Anti-forfeiture clauses apply to cash value policies, ensuring access to that value upon non-payment.

What to do if this term applies to you

If you find yourself unable to pay your life insurance premiums, review your policy for the anti-forfeiture clause. You may have options to access cash value or convert your policy. Consider using US Legal Forms to find templates that can help you manage your insurance situation. If you are unsure about your rights or options, consulting a legal professional may be necessary.

Quick facts

  • Typical Fees: Varies by insurance provider
  • Jurisdiction: Governed by state insurance laws
  • Possible Penalties: Loss of benefits if not compliant with policy terms

Key takeaways

Frequently asked questions

You may be able to access the cash value of your policy or convert it to a different form of insurance, depending on the anti-forfeiture clause.