The policy holder can send a request for change in Address / Contact details, through a policy service request form which should be duly completed and signed by him/her. If there is a change in contact details, the STD code along with the contact number should be mentioned on the policy request form.

The policy holder can send a request for change in Name, through a policy service request form which should be duly completed and signed by him/her. In addition, we would require any one of the following documents (as applicable)

• Standard age proof (for minor changes)
• Copy of marriage certificate, mentioning old name and new name
• Gazette notification and the copy of affidavit submitted for the notification to be issued in case the name is changed through gazette notification

The policy holder can send a request for change of Mode of payment, through a policy service request form which should be duly completed and signed by him/her. In addition, we would require any one of the following documents in case of Auto payment methods (ECS and SI to Credit Card)

For ECS

A mandate form and an original or copy of a cancelled cheque

For SI to CC

A copy of the front and reverse of the credit card for SI to CC

Points to be remember:

• Mode change request should be received at least 15 days before due date
• For cases where the mode needs to be changed to monthly mode, submitting an ECS/SI to CC mandate form along with the request is mandatory.

The policy holder can send a request for change of premium payment method, through a policy service request form which should be duly completed and signed by the policy holder.

In addition, we would require any one of the following documents in case of Auto payment methods (ECS and SI to Credit Card)

For ECS

A mandate form and an original or copy of a cancelled cheque

For SI to CC

A copy of the front and reverse of the credit card for SI to CC

Points to be remember:

• Method change request should be submitted at least 30 days in advance from the due date, for it to be effected.
• If two successive payments / instructions in case of monthly premium payment mode or any one payment / instruction in case of quarterly / half yearly / yearly premium payment mode is not received / honoured, the Company reserves the right to automatically cancel/withdraw the facility of ECS / SI to CC.

Assignment of a life insurance policy means the act of transferring the rights of property in the policy from one person to another. The person who transfers his right is called the “assignor” and the person to whom the right is transferred is called the “assignee”

There are two types of assignments:

ULIPs- Unlike Traditional Plans, Unit Linked Insurance Plans (ULIPs) invest a part of your premiujm amount into the financial markets. The returns under these policies depend on market performance. Market upswings can ensure you earn high returns. There are various fund options available under these plans. Basis your risk appetite, you can opt for the appropriate fund option.

• Conditional Assignment whereby on the happening of a specified event which does not depend on the will of the assignor, the assignment will be suspended or revoked wholly or in part.
• Absolute Assignment whereby all the rights, title and interest which the assignor has in the policy passes on to the assignee without reversion to the assignor or his estate in any event.

The policy holder can send a request for an assignment by completing the below mentioned document and submitting the same to the nearest branch.

• Assignment form duly filled and signed by assignor, assignee and witnessed.
• Original policy bond

The policy holder can send a request for a change of nominee by completing the below mentioned document and submitting the same to the nearest branch.

• The nomination form duly filled, signed and witnessed.