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.

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).

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.

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.

Certificate of Insurability

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.

Certificate of Insurability for Minors

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.

Notice of Nomination

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.

Notice of Assignment

\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.

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.

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.

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.

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.

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.

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.

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.