Documents for PLI -RPLI Claim/Requests in 2024 (Updated)

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Documents for PLI -RPLI Claim/Requests in 2024 (Updated)

Important General Instructions

  • All Xerox Documents must be self-attested
  • If Application/Claim Document is collected at Sub post Office/ Branch Post Office, All Xerox Documents must be compared with original & same should be attested by SPM Concerned & forwarded to CPC of Head Post Office along forwarding

1.Maturity/Surrender/Survival Claim Application

  • Maturity Application Form
  • Pan Card
  • Aadhaar Card
  • First page of POSB Account Passbook* / Cancelled Bank Cheque
  • Original Policy Bond
  • Original Premium Receipt Book

* POSB Accounts should be preferred as it takes less time to credit into account of insurant

* If original policy bond is not avilable Bond of indemnity is required.

* Surrender quote should be generated & agreed by customer in case of surrender

2.Loan Application

  • Loan Application form
  • Pan Card
  • Aadhaar Card of Insurant & Witness both
  • Original Policy Bond
  • First page of POSB Account Passbook* / Cancelled Bank Cheque

Loan Quote should be generated for loan Amount

McCamish login > Quote > Quote type (Loan), Inter policy number > Click Next > Get Quote > PDF will be generated & Maximum loan will be mentioned

* POSB Accounts should be preferred as it takes less time to credit into account of insurant

3.Revival Application

* Good Health Certificate is required from MBBS Doctor/ Registered Medical practitioner

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4.Nomination Change

* Original Policy Bond will be returned to customer after Nomination change

5.correction/change in Policy holders’ Name

  • Name Change form
  • Pan Card
  • Aadhaar Card of Insurant
  • Original Policy Bond
  • Document in support of Name Change

* Original Policy Bond will be returned to customer after Name change

6. Auto Deduction from any Bank Account

6.Death Claim

  • Death claim form
  • Original Policy Bond or Letter of Indemnity (Format at Annex III)
  • Self-Attested copy of Death Certificate (issued by Local Administration/register of local board/village panchayat/Medical Practitioner or Certificate of Doctor, who last attended the insurer clearly mentioning reason of death)
  • Self-Attested copy of Succession /Letter of Administration/Probate of Will, if nomination is not available
  • Self-Attested copy of ID proof of the Claimant(s)
  • Self-Attested copy of address proof of the Claimant(s)
  • Cancelled Cheque of Claimant(s)’s Bank Account(s) for Bank Mandate
  • Documents of Credit or Premium Receipt Book (D.O.C. if Pay policy or Premium Receipt Book if Cash Policy and all the paid premium not updated on McCamish Software)
  • Loan Receipt Book (if Loan taken on Policy)

Additional Document  in case of Unnatural death (Suicide, Murder, Accident)

  • Self-Attested copy of FIR (in case of unnatural death of Insurant)
  • Self-Attested Post-mortem report (in case of unnatural death of Insurant)
  • Indemnity Bond (in case of Unnatural death)

 

Documents for PLI -RPLI Claim/Requests in 2024 (Updated)
Documents for PLI -RPLI Claim/Requests in 2024 (Updated)

 

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