Get How To Fill Icici Pru Form

Filling out the How To Fill Icici Pru Form online is an important step for users seeking to initiate a claim under the Group Superannuation Scheme. This guide provides a step-by-step approach to help you accurately complete the form, ensuring all necessary information is included for a smooth process.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to obtain the form and open it in your designated editor.
2. Begin by entering the policy number in the specified field. This information helps in identifying the specific insurance policy associated with your claim.
3. Specify the name of the trust that holds the policy related to your claim. Make sure this aligns with the documentation you have.
4. Choose the type of claim you are submitting by ticking the appropriate option: Normal Retirement, Early Retirement, Resignation, or Death.
5. Fill in the member's name, ensuring the last name is completed as well. This identifies the individual for whom the claim is being made.
6. Provide the member ID, which is crucial for locating the member's account details in the system.
7. Enter the date of leaving the organization or the date of death in the given format. If this is a death claim, ensure you have a death certificate to attach later.
8. If applicable, detail the withdrawal of units for Defined Benefit Superannuation Schemes. Specify the percentage to be withdrawn based on your claim and choose the plan from the available options.
9. Select the appropriate option for the utilization of units — whether for immediate pension, lump sum payment, or transfer to a new fund. Provide the name of the payee for payments if necessary.
10. Fill in the details of the beneficiary if the claim arises due to death, including their full name and relationship to the member.
11. If choosing the immediate pension option, complete the annuitant's information, including name, date of birth, and bank details, specifying the frequency of pension payments.
12. Select the preferred annuity options by ticking the box corresponding to your choice.
13. In case of a Joint Life Last Survivor (JLSS) policy, provide the spouse's details as required, including their name and date of birth.
14. Complete the appointee's details if designated. This is necessary when the beneficiary is a minor.
15. Ensure to sign where required, attach necessary proofs (age proofs, death certificate, etc.), and then affix a revenue stamp followed by the authorized signatory's signature.
16. Once completed, review the form for accuracy and save changes. You can then download, print, or share the filled form as needed.

Complete your documents online and ensure a smooth claim processing experience.