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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 Surrender/Partial Withdrawal Form

Please visit our nearest branch office to submit a surrender request.

Click here to locate your nearest branch/office

  • Request for Partial Withdrawal
  • Payout through Electronic Mode
  • Surrender of Policy

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)

  • Switching of Funds
  • 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
  • Request for Free look cancellation

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

Application for Loan

  • Application for Loan

Format for additional / supporting documents