| Policy Revival | Policy Surrender | Loan on Policy |
|---|---|---|
| Form No. 680. (For Age 18 years & above) | Original Policy Bond | Original Policy Bond |
| Form No 720. (For Age 0 to 9 years) | Surrender Form. (or ULIP SURRENDER Form) | Loan Form |
| Form No 700. ( For Age 10 to 17 years) | Pan Card copy. | Pan Card copy. |
| Pan Card copy | Address Proof. | Cancelled Cheque (Name on Cheque Compulsory) |
| If Child above 5 years, then School going proof must | Cancelled Cheque (Name on Cheque Compulsory). | Passbook copy. (If Cheque is without name.) |
| T.P.A. Medical if S.A.> 2lacs compulsory. (As per Medical Chart) | Passbook copy. (If Cheque is without name.) | |
| Change of Nomination | Change of Mode | Change of Address |
| Original Policy | Letter | Letter |
| Change of Nomination +1 | Alternation Fee Rs 50 if Mode change is from higher mode to leaser or No Fees if vice versa. | Pan Card Copy. |
| Pan Card Copy. | Address Proof copy | |
| Address Proof copy | ||
| Rs 100 Alteration Fee | ||
| Change of Name | Policy Transfer | Assignment of Policy |
| Letter | Letter ( Branch number to which policy to be transferred is must) | Assignment Form |
| Govt. Gazzette Copy/ Marriage Certificate copy. | Pan Card copy. | Assignment Questionaire |
| Pan Card copy. | Address Proof copy. | Original Policy |
| Address Proof copy. | Bank Letter for assignment must. | |
| Pan Card copy. | ||
| Address Proof copy. | ||
| Alteration Fee Rs 100 | ||
| Reassignment Of Policy | Loss of Policy Bond | Chance of ECS |
| Reassignment Form | Form No 3756 for inforce policy, or | Bank ECS Form duely filled and signature verified by bank. |
| Orignal Policy Bond. | Form No3815 for Maturity or Surrender of policy | Cancelled Cheque. |
| Bank Letter for reassignment is must. | Franking on above form Rs 500. | |
| Fresh Nomination Form. | Loss Policy Questionaire Form | |
| Alteration Fee Rs 100 | Pan Card copy. | |
| Pan Card zerox | Address Proof copy. | |
| Address Proof zerox | Policy Making Charge Rs 75 and Stamp 0.20 aise per S.A. |
