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
