Get Policy Service Payout Request Form

Completing the Policy Service Payout Request Form online can streamline your experience and ensure efficient handling of your request. Follow this guide for a step-by-step process that simplifies filling out the necessary information for a smooth payout.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by clearly entering your policy details, including the policy number(s) and date. Ensure that all provided information is accurate.
3. Fill in your personal details such as your name, mobile number, email ID, PAN number, Aadhaar card number, and either your country of birth or nationality if applicable. Make sure to double-check the data entered.
4. Indicate if you are a tax resident of any other country. If yes, you will need to complete the FATCA/CRS questionnaire to comply with international tax regulations.
5. Specify if your policy has been assigned. If so, provide the name of the assignee.
6. If there has been a change of address, indicate this and prepare to submit additional proof if necessary.
7. Select the reasons that apply to your request from the options available for policy surrender, discontinuation, or partial withdrawal, providing further details where required.
8. For any claims regarding maturity settlement or excessive premium refunds, fill out the relevant sections and specify the required amounts clearly.
9. Complete the payment details section carefully, including the bank account information where the payout should be processed. Use your name as per the bank records and ensure that the account number and IFSC code are correct.
10. Review the declaration statement carefully before signing. This ensures you understand and agree to the terms, including tax duties related to your payout.
11. After completing the form, save any changes you made. You may also choose to download, print, or share the completed form as needed.

Take the first step towards your payout by filling out the Policy Service Payout Request Form online today.