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 SERVICES FREE OF COST

POLICY ALTERATIONS

-change of nominee

-change of premium mode

-change of NEFT

POLICY LOAN 
 

  claim services

- DEATH CLAIM

- SURVIVAL BENEFIT

- MATURITY BENEFIT

POLICY REVIVAL

-LOAN CUM REVIVAL

-SB CUM REVIVAL

-SPL REVIVAL

POLICY SERVICING REQUIREMENT 

  1. SURRENDER REQUIREMENTS

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  • ORIGINAL POLICY BOND

  • SURRENDER FORM

  • EXIT INTERVIEW FORM

  • NEFT WITH BANK DEAILS

  • PAN AND AADHAR SELF ATTESTED COPY

  2. LOAN REQUIREMENTS

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  • ORIGINAL POLICY BOND

  • LAON FORM

  • NEFT WITH BANK DEAILS

  • PAN AND AADHAR SELF ATTESTED COPY

  3. NAME CHANGE REQUIREMENTS

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  • ORIGINAL POLICY BOND

  • PAN AND AADHAR SELF ATTESTED COPY

  • APPLICATION FORM

  • MARRAIAGE CERTIFICATION/GAZETTE CORY(VERIFIED)

  • PAN AND AADHAR SELF ATTESTED COPY

  4. DUPLICATE POLICY REQUIREMENTS

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  • FORM NO.3756/3815 WITH NOTARY CHARGES

  • FORM NO.311 (QUERY FORM)

  • MISSING POLICY DECLARATION

  • PREPARERATION CHARGE RS.75+GST & FEE

  • APPLICATION FORM

  • PAN AND AADHAR SELF ATTESTED COPY

  • NEFT WITH BANK DEAILS

  5. MODE/ADDRESS CHANGE REQUIREMENTS

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  • MODE/ADDRESS CHANGE APPLIACTION

  • PAN AND AADHAR ATTESTED COPY

6. NOMINATION REQUIREMENTS

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  • ORIGINAL POLICY BOND

  • CHANGE NOMINATION FORM WITH RS 118/- FEE

  • PAN AND AADHAR SELF ATTESTED COPY

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