Get Form For Change Of Appointee - Sbi Life Insurance

Filling out the Form for Change of Appointee with SBI Life Insurance online is a straightforward process designed to assist you in designating a new appointee for your policy. This guide provides step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to complete the form online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred document editor.
2. Enter the date in the specified format (dd/mm/yyyy) at the top of the form.
3. Fill in your policy number accurately to ensure proper identification of your policy.
4. Provide your name as the policyholder in the designated field.
5. Complete the address section with your current residential address.
6. Input your contact number and email address. At least one contact number is mandatory for processing your request.
7. In the notice section, address it to SBI Life Insurance Co. Ltd and indicate the branch.
8. State the relationship of the appointee to the nominee and provide their full name.
9. Fill in the appointee's complete address and date of birth in the required format.
10. Sign the form or provide a thumb impression as the policyholder.
11. Ensure a witness signs the document, if applicable, and fill in their information.
12. If signing in a vernacular language or using a thumb impression, complete the declaration section as required.
13. Review all the details carefully to ensure accuracy and compliance.
14. Once completed, save the changes, then download, print, or share the form as needed.

Complete your documents online to ensure a smooth and timely processing of your application.