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Customer Desk
Help Desk
(022) 3953 2300
insurancehelpdesk@angelbroking.com
 

Policy Servicing Forms

 
You can download the various utility forms which will aid you effect, your policy related requests.
 
Downloadable Forms for Individual Life Policies

Top Up Form

Top-up is an investment tool that enables you to invest your additional savings in your unit-linked policies. Your premiums will be allocated as per your prevailing allocation ratio.

Auto Debit Form

This form will give you access to two of the most hassle free options for renewal premium - Direct Debit and ECS. Just send us the completed Auto Debit Mandate Form and a cancelled cheque.

Policy Service Request Form

You can update your personal/ policy details such as Change in Name / Change of Address / Change in Premium Mode by submitting a duly completed Policy Service Request Form. 'In case of an address change, address proof is MANDATORY'.

Certificate of Insurability

Incase of revival of a policy, depending on the period elapsed since lapsation, inaddition to the revival amount, Certificate of Insurability and medical reports can be required.

Certificate of Insurability for Minors

In case of revival of a policy [wherein the Life Insured is a Minor] depending on the period elapsed since lapsation, in addition to the revival amount, Certificate of Insurability (for Minors) and medical reports may be required.

Notice of Nomination

Nomination is a process whereby you nominate a person in whose favour the policy proceeds are to be disbursed in the event of the unfortunate death of the Life Insured.

Notice of Assignment

Assignment is the process of transferring the beneficial interest, title and rights under a policy. To register an assignment, you are required to submit the following requirements:

  1. Assignment form
  2. Original policy document
  3. Photograph of assignee
  4. Identity proof of assignee
  5. Address proof of assignee
  6. Income proof of assignee (in case Annual Premium exceeds Rs 1 lakh)

Note: In case assignment is made to non-individual entity* legal person declaration would be required. (*Not applicable if assignment is made to Bank or Financial Institution to obtain loan)

  1. Legal person declaration for Company
  2. Legal person declaration for Partnership firm
  3. Legal person declaration for Society
  4. Legal person declaration for Trust
  5. Legal person declaration for Foundation
  6. Legal Person declaration for HUF

Credit Card Authorisation Form (Direct Debit to Credit Card)

You can choose to pay your renewal premium automatically by giving BSLI one time authorisation to debit your Master/Visa Credit Card (any bank). To avail of this service, please send us a duly completed Credit Card Authorisation form along with a photocopy of front side of your credit card.

Signature Change Form

In case you wish to change your signature registered with us, kindly submit the above form, dully filled and signed by the policy owner, at any of our branches.

Transfer of Ownership Rights - Sole Legal Heir (In case of death of owner, and the deceased policy owner and the insured are different)

To transfer ownership rights of the policy due to the death of the policy owner, the above form needs to be filled up by the sole legal heir and sent alongwith the following documents:

  1. Deed of relinquishment duly notarized on stamp paper valued at Rs 200/-
  2. Copy of Death Certificate of deceased
  3. Photograph of new policy owner
  4. Identity proof of new policy owner
  5. Address proof of new policy owner
  6. Income proof of new policy owner (in case Annual Premium exceeds Rs 1 lakh)

Indemnity Bond

In case your policy documents have been misplaced or destroyed for some reason, a duplicate policy document can be issued by submitting a Performa of the above indemnity bond valued at Rs.200/- and duly notarised.

Switch in Investment Fund and Premium Redirection

You can change your investment fund to any fund permissible for your plan and/or redirect all future premiums allocations to funds of your choice by submitting a duly filled Fund Switch & Premium Redirection form.

Payout of Policy Form

You can use this form to en-cash your policy benefits towards Maturity / Partial Withdrawal / Loan facility [as per the policy contract] In case your policy has matured, complete the form and sent across along with your original policy documents. The loan facility is currently available for Flexi Life Line, Flexi Save Plus & Flexi Cash Flow plans. subject to the provisions applicable to your policy. For a specific applicability, you can refer to your policy contract or contact your insurance advisor.

Note : In case you wish to purchase annuities from any other service provider in India apart from Birla Sun Life Insurance Co Ltd. please fill up the Open market option form.

Cancellation of Policy Form

This form is used to cancel your policy for surrendering. In case you wish to surrender complete the form and sent across along with your original policy documents. For all further details refer to important guidelines in the form or contact your insurance advisor.

 

Free Look Request Form

You can exercise the Free Look Request option to surrender your policy within 15 days from you receiving the original policy document. Should you wish to do so, kindly complete the request form and send it to us along with a cancelled cheque and your original policy document OR indemnity bond (in case of non availability of original policy document). For a specific applicability and other details, please refer to your policy contract and request form or contact your insurance advisor.

Health Solutions - Certificate of insurability

In case of revival of a policy, depending on the period elapsed since lapsation, in addition to the revival amount, Certificate of Insurability and medical reports may be required.

Health Solutions - Certificate of insurability Minor

In case of revival of a policy [wherein the Life Insured is a Minor] depending on the period elapsed since lapsation, in addition to the revival amount, Certificate of Insurability (for Minors) and medical reports may be required

 
Downloadable Forms for Group Life Policies
Annual Renewal Form
Monthiversary Form
Discharge Receipt
Company Application form
 
Click here to Download
   
 
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Angel Financial Advisors Pvt. Ltd. is corporate agent of Birla Sun Life Insurance & ICICI Lombard.
CIN Number:U51900MH1996PTC100820
Licence no with IRDA. 3834662.
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