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How to fill out the How To Fill Proposal Form online
Filling out the How To Fill Proposal Form is an essential step for securing group mediclaim insurance for Canara Bank account holders. This guide will provide you with detailed, step-by-step instructions to ensure that your submission is complete and accurate.
Follow the steps to successfully complete your proposal form
- Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
- Begin by filling in the name and address of the account holder in capital letters at the top of the form. Ensure that this section is clear and correctly reflects the user’s information.
- Indicate the sum insured per family by checking the appropriate box. Options range from Rs. 50,000 to Rs. 5,00,000. Make sure to select only one option.
- Specify the branch name, DP code, and city as required in the respective fields. This information helps in identifying the account efficiently.
- Provide the account number and specify whether it is a Savings, Current, Fixed Deposit, or other type. This is critical for linking the insurance policy to the correct account.
- List the details of persons to be covered under the insurance. This includes filling in the name, age, sex, and relationship to the account holder for each insured person. Use separate lines for each individual.
- If there are existing diseases, illnesses, or injuries, mention them in the specified section. You may use additional sheets if necessary.
- Define the period of insurance as one year from the date of policy selection, ensuring clarity on the coverage duration.
- Attach two stamp-sized photographs for all insured persons, including the account holder, spouse, children, and parents as required.
- Select the Third Party Administrator (TPA) from the provided options. This is necessary for claims processing.
- Review the declaration statement carefully. Confirm that the information provided is true and agree to the terms, conditions, and exceptions described by the insurance company.
- Sign the form alongside the date and place. Ensure that the signature is clear and matches official documents.
- Finally, save your changes, download a copy for your records, and print the form if required. You may also choose to share the form with relevant parties.
Complete your proposal form online today for swift processing and coverage.
When filling the proposal form, ensure that you read each question carefully and provide complete answers. Keep your information accurate, clear, and relevant to avoid confusion. Take time to proofread your submission before sending it in. This attention to detail will enhance the quality of your proposal and demonstrate your professionalism.
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