Get Kotak Sampoorn Bima Micro Insurance Plan Proposal Form 2020-2025

This guide will assist users in completing the Kotak Sampoorn Bima Micro Insurance Plan Proposal Form online. By following the outlined steps, you can ensure that all required information is submitted accurately and efficiently.

Follow the steps to fill out the proposal form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out the 'Life to be insured details' section. Include the surname, first name, middle name, date of birth, gender, marital status, nationality, and occupation. Make sure to provide a contact number and communication address.
3. Complete the 'Plan details' subsection, specifying the policy term, premium payment option, cover amount, and premium amount. Check the accuracy of these selections.
4. In the 'Proposal deposit paid details' section, indicate how the premium is being paid. Include details such as cheque or DD number and the bank branch where it is drawn.
5. Fill out 'Bank details for direct credit of benefits/refunds.' Provide your bank name, branch, account number, and relevant codes. Opt to attach a copy of the cheque as proof.
6. Enter nominee details, filling in the nominee's name, percentage of share, date of birth, gender, and communication address. Ensure accuracy as this information will be critical in future claims.
7. If the nominee is a minor, complete the 'Appointee details' section with the appointee's name, date of birth, gender, and relationship to the nominee.
8. Review and affirm the 'Life to insured's consent & good health declaration.' Read through the statement carefully and ensure all responses are truthful and complete before signing.
9. If applicable, have a scribe complete the form. They must confirm the information has been accurately conveyed and ensure all signatures are present.
10. Once all sections are filled, review the entire form for any errors. You can then save changes, download, print, or share the completed form.

Complete your proposal form online to secure your insurance coverage today.