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Introducing BSE 500 Enhanced Value 50 Fund with Promise4Wealth

50 High-Potential Companies, One Smart Decision

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policy-serving-forms

Policy Servicing Forms

Download essential policy servicing forms to update, request, or modify your insurance policy quickly and efficiently.

Policy Benefit Discharge Form

Documents

Policy Benefit Discharge Form
Policy Revival/Increase in Sum Assured Form

Documents

Policy Revival and Increase in Sum Assured Form
Updation of NEFT details (Policy Servicing Form E)

Documents

For Payout through Electronic Mode
Updation in Signature (Policy Servicing Form C)
  • Change of Signatures

Documents

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

Documents

Premium and Fund Related Options ( Policy Servicing Form B)
Free Look Cancellation Request form

Documents

Free Look Cancellation Request Form
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

Documents

policy-servicing-form-a
Auto Vesting Form

Documents

Auto Vesting Form
Application For Loan

Documents

Loan Form