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Policy Servicing Forms

Policy Benefit Discharge Form

Documents

Policy Revival/Increase in Sum Assured Form

Documents

Updation of NEFT details (Policy Servicing Form E)

Documents

Updation in Signature (Policy Servicing Form C)
  • Change of Signatures

Documents

Premium and Fund Related Options (Policy Servicing Form B)
  • Allocation of Top up premium
  • Redirection of Funds
  • Decrease in Sum Assured
  • Maturity/ Safety Switch Option
  • Auto Fund Rebalancing Option
  • Auto Cover Continuance Option
  • Premium Holiday Options
  • Settlement Option
  • Milestone Withdrawal Option
  • Systematic Partial Withdrawal Option

Documents

Free Look Cancellation Request form

Documents

Policy Alterations (Policy Servicing Form A)
  • Change of Address
  • Change of Contact Details
  • Addition/ Change of Nominee
  • Change of Appointee
  • Change of Name
  • Change of Date of Birth
  • Correction of Gender
  • Change in Premium Payment Method
  • Change in Premium Payment Frequency
  • Issuance of Duplicate Policy Document

Documents

Auto Vesting Form

Documents

Application For Loan

Documents

Format for additional / supporting documents