- One new Address Proof on your name
- Notarized assignment form
- Form for Change of Nomination
(If the Nominee is minor, the appointee details and signature of nominee are needed in the Change of Nomination application.)
- Billing Frequency Change Form
- Billing Method Change Request Form
- Maturity Claim Application Form
- Policy Bond/Indemnity Bond
- Premium Receipt Book/DDO Certificate
- Cancelled Cheque (EFT Payments)
- Filled Loan Application Form
- Assignment Form
- Policy Bond
- Premium receipt book (in case of cash policy)
- Disbursing officer's certificate for last six months for deduction of premium (in case of pay recovery policy)
- Loan repayment receipt book (in case of second or subsequent loan)
- Loan Bond
- Revival Application Form
- Employer Certificate (In case of Pay Recovery)
- Medical certificate for Revival
- Premium Receipt book
- Policy Bond
- Premium Receipt Book
- Surrender Request Form
- D.O.C for last one year (in case of Pay Recovery)
- Premium receipt book (in case of cash policy)
- Duplicate Policy Bond(in case of document lost)
- Indemnity Bond if duplicate bond not available
- Cancelled Cheque (Required only in case of EFT as disbursement type)
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