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| Top
Up Form |
| Top-up is an
investment tool enabling you to invest your additional savings in your
unit-linked policies. Your premiums will be allocated as per your prevailing
allocation ratio. |
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| Electronic
Clearing Services (ECS) Form |
| It is a hassle free
way to pay your premiums, electronically. To avail of this service, just send
us the completed ECS Mandate Form and a cancelled cheque (available in selected
cities). |
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| Policy
Service Request Form |
| You can update your
personal/ policy details such as Change in Name / Change of Address / Change in
Premium Mode by submitting a duly completed Policy Service Request Form. |
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| Loan
withdrawal form / Cash withdrawal form |
The loan facility is
currently available for Flexi Life Line, Flexi Save Plus & Flexi Cash Flow
plans [ as per the policy contract].
You can access your policy fund in times of need, subject to the provisions
applicable to your policy. For a specific applicability, you can refer to your
policy contract or contact your insurance advisor. |
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| Incase of revival of
a policy, depending on the period elapsed since lapsation, inaddition to the
revival amount, Certificate of Insurability and medical reports can be
required. |
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| Incase of revival of a policy
[wherein the Life Insured is Minor] depending on the period elapsed since
lapsation, in addition to the revival amount, Certificate of Insurability (for
Minors) and medical reports can be required. |
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| Nomination is a
process whereby you nominate a person in whose favour the policy proceeds are
to be disbursed in the event of the unfortunate death of the life insured. |
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| Assignment is the
process of transferring the beneficial interest, title and rights under a
policy. To register an assignment, you are required to submit the above
available assignment form with the original policy document. |
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| Credit
Card Authorisation Form (Direct Debit to Credit Card) |
| You can choose to
pay your renewal premium automatically by giving us one time authorization to
debit your Master/Visa Credit Card (any bank). To avail of this service, please
send us the Credit Card Authorization form duly completed along with a
photocopy of front and reverse of your credit card. |
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| Surrender
/ Maturity Form |
| In case you wish to
surrender your policy or your policy has matured, the above surrender /
maturity form needs to be completed and sent across along with your original
policy documents. On receipt of the form and documents, the payouts be
processed. |
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| Signature
Change Form |
| In case you wish to
change your signature registered with us, the above form needs to be completed
and attested by your banker. |
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| Transfer
of Ownership Rights - Sole Legal Heir (Incase of death of owner
and the deceased policy owner and the insured are different) |
| To transfer
ownership rights of the policy, incase the deceased policy owner has only one
legal heir, then the above declaration needs to be filled up and sent across by
the lone legal heir. |
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| Transfer
of Ownership Rights- Deed of Relinquishment (Incase of
death of owner and the deceased policy owner and the insured are
different) |
| To transfer
ownership rights of the policy, incase the deceased policy owner has multiple
legal heirs, then a Performa of the above deed of relinquishment needs to be
printed on a stamp paper of Rs. 200/- and notarised. |
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| Indemnity
Bond |
| Incase your policy
documents have been misplaced or destroyed for some reason, a duplicate policy
document can be issued by submitting a Performa of the above indemnity bond
valued at Rs.200/- and duly notarised. |
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| Switch
in Investment Fund and Premium Redirection |
| You can change your
investment fund to any fund permissible for your plan and/or redirect all
future premiums allocations to funds of your choice by submitting a duly filled
Fund Switch & Premium Redirection form. |
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