DOCUMENTS TO BE SUBMITTED IN CASE OF DEATH CLAIM
1. Death Claim Application Form duly filled and signed
2. Original Policy Bond - or- Letter of Indemnity (notarized on ₹ 200 stamp
paper)* in case original policy bond not available along with fee (₹ 100) to be
paid at the counter.
3. Original -or- Self -Attested copy of Death Certificate
4. Letter of Administration/Succession Certificate/Probate of Will
5. Self-Attested copy of ID proof of the Claimant(s) (PAN CARD)
6. Self-Attested copy of Address proof of the Claimant(s) (AADHAAR CARD)
7. Self-Attested copy of FIR (in case of unnatural Death of the Insurant)
8. Self-Attested Post-mortem report (in case of unnatural Death of the Insurant
9. Photocopy of Bank details for NEFT or Cancelled cheque of Claimant(s)’s Bank
Account(s) for Bank Mandate
10. Premium Receipt Book or Documents of Credit (in case of pay policy)
11. Loan Receipt Book and/or Loan closure letter copy (if Loan availed by insurant)
12. Indemnity Bond (in case of unnatural death of the Insurant)
13. Appropriate documents in case names of claimant not matching (Divergence
certificate / Marriage certificate/ Affidavit etc.)
Kindly note:
1. Claimant may be further instructed to produce any other document if necessary in
connection with the process of the case.
2. * Indemnity bond to be signed by 6 different people and attaching their valid govt. id
proof indicating address (self attested )
DOCUMENTS TO BE SUBMITTED IN CASE OF MATURITY/SURVIVAL BENEFIT
1. Maturity Claim Application Form.
2. Original Policy Bond - or- Letter of Indemnity (notarized on ₹ 200 stamp
paper)* in case original policy bond not available along with fee (₹ 100) to be
paid at the counter.
3. Self -Attested copy of ID proof of the Insurant (PAN CARD)
4. Self -Attested copy of address proof of the Insurant (AADHAAR CARD)
5. Premium Receipt Book or Documents of Credit (in case of pay policy)
6. Loan Receipt Book and/or Loan closure letter copy (if Loan and/or paid if
availed)
7. Photocopy of Bank details for NEFT or Cancelled cheque of Claimant’s Bank
Account for Bank Mandate
8. Appropriate documents in case names of claimant not matching (Divergence
certificate/ Marriage certificate/ Affidavit etc.)
Kindly note:
1. Claimant may be further instructed to produce any other document if necessary
2. * Indemnity bond to be signed by 6 different people and attaching their valid govt. id
proof indicating address (self attested )
DOCUMENTS TO BE SUBMITTED IN CASE OF LOAN
1. Loan Application Form.
2. Original Policy Bond - or- Letter of Indemnity (notarized on ₹ 200 stamp
paper)* in case original policy bond not available along with fee (₹ 100) to be
paid at the counter.
3. Self -Attested copy of ID proof of the Insurant. (PAN CARD)
4. Self -Attested copy of address proof of the Insurant. (AADHAAR CARD)
5. Copy Premium Receipt Book i.e. first page and of page indicating last premium
paid. (Documents of Credit in case of pay policy)
6. Loan Receipt Book and/or Loan closure letter copy in case if Loan and/or paid if
availed previously.
7. Photocopy of Bank details for NEFT or Cancelled cheque of insurants Bank
Account for Bank Mandate.
8. Appropriate documents in case names of claimant not matching. (Divergence
certificate/ Marriage certificate/ Affidavit etc.)
Kindly note:
1. Claimant may be further instructed to produce any other document if necessary
2. * Indemnity bond to be signed by 6 different people and attaching their valid govt. id
proof indicating address (self attested)
DOCUMENTS TO BE SUBMITTED IN CASE OF CHANGE OF NAME
1. Original Policy Bond - or- Letter of Indemnity (notarized on ₹ 200 stamp
paper)* in case original policy bond not available along with fee (₹ 100) to
be paid at the counter.
2. Premium Receipt Book. (Kindly pay current premium to avoid policy lapse)
3. Self -Attested copy of ID proof of the Insurant. (PAN CARD)
4. Self -Attested copy of address proof of the Insurant. (AADHAAR CARD)
5. Appropriate documents in case names change. (Divergence certificate/
Marriage certificate/ Affidavit etc.)
6. Application form.
Kindly note:
1. Claimant may be further instructed to produce any other document if necessary
2. * Indemnity bond to be signed by 6 different people and attaching their valid govt. id
proof indicating address (self attested)
DOCUMENTS TO BE SUBMITTED IN CASE OF NOMINATION CHANGE
1. Nomination Change Form.
2. Original Policy Bond.
3. Self -Attested copy of ID proof of the Insurant (PAN CARD OR AADHAAR
CARD)
4. Two different witness signature on form*
Kindly note:
1. Insurant may provide with nominee’s I.D proof copy for accurate name to avoid
misspelling.
2. *(I.D proof of the witness may be provided)
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