| Servicing
Related Forms
General
Requisition Form for
• Alterations
• Surrender Value Quotation
• Policy Loan Quotation
• Revival Quotation
• Change of Mode/ Quotation
• Change of Address
• Discounted Claim
• Certificate of Premium Payment
Claims
Discharge Voucher for
• Survival Benefit
• Maturity Value
• Discounted Value
Policy
Loan Application Form
Change
of Nomination Forms
Transfer
of Policy: Form for Assignment/ Re-Assignment
of a Policy
Loss
of Policy - for issue of a "special policy"
or duplicate policy in place of the lost policy.
Health Declaration
for Revival of a Lapsed Policy. |
New
Business Related Forms
Proposal
Forms for Insurance on Own Life (Form 300)
• To be used where the proposer is above 18 years last birthday, and is having independent income.
• To be also used for Smart Life 2 where Term Rider opted (and medicial exmaination report is need)
Proposal
Forms for Insurance on Another Life (Form 340) – where
the age of the life proposed is above 10 years of age, but below
18years
Proposal Forms for Insurance
on Another Life (Form 360) – where the age of the life
proposed is less than 10 years
Proposal Forms for Insurance
on Another Life (Form 340) – For Key man Insurance Policies
• Where a company is insuring its key empolyee or manager or director.
Proposal
Form for Smart Life 2 Plan (Form 300BN)
• To be used only in respect of 'without term rider' cases. Can also be used where only the 'accidental death rider' is opted
Agents’ Confidential Report - must accompany every proposal submitted to LICI
Health Declaration
in respect of a New Proposal |
