Policy Servicing Forms

Policy Servicing assists 'Policy Holder' in making amendments in his policy contract during the policy term.

To make any changes in the policy, a form duly signed by the policy holder/ assignee (if the policy is assigned) along with necessary additional documents (if required) needs to be submitted at our nearest office.

Policy Benefit Discharge Form

• Policy Benefit Discharge Form

Policy Revival/Increase in Sum Assured Form

• Request for Increase in Sum Assured
• Request for Revival of Policy

Updation of NEFT details (Policy Servicing Form E)

• For Payout through Electronic Mode

Updation in Signature (Policy Servicing Form C)

• Change of Signatures
• Updation of Signatures (applicable for automatic vesting feature only)

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 Option
• Settlement Option
• Milestone Withdrawal Option
• Systematic Partial Withdrawal Option

Free Look Cancellation Request form

• Payout through Electronic mode

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

Auto-vesting Form

• Auto-vesting Form