Get Request For Change In Policy Details - Sbi Life Insurance

Filling out the REQUEST FOR CHANGE IN POLICY DETAILS form for SBI Life Insurance is essential for updating your policy information accurately. This guide will provide you with step-by-step instructions to navigate this online process confidently.

Follow the steps to complete your policy change request effectively.

1. Press the ‘Get Form’ button to access the form and open it in your editor.
2. Start by addressing the letter to SBI Life Insurance Co Ltd, and fill in the branch name where your policy is held.
3. Enter the date on which you are submitting the form.
4. Fill in your policy number, ensuring that it is entered correctly.
5. Provide your full name as the policy owner, followed by your residential address and office address.
6. Enter at least one valid contact number and your email address for future correspondence.
7. Indicate the changes or corrections you wish to make concerning your policy.
8. If you are changing a name, specify whether it pertains to the policy holder, life assured, nominee, appointee, or beneficiary. Provide a reason for the name change and attach any necessary supporting documents.
9. If you are changing the date of birth, provide the correct date in the specified fields and attach supporting proof.
10. Choose the desired payment frequency for your premiums by ticking the appropriate box.
11. If changing the premium amount or sum assured, enter the new amounts in the corresponding fields.
12. For deletion of riders, list the riders you wish to cancel.
13. Update your PAN number if necessary, and attach a self-attested copy of your PAN card.
14. Review the entire form for any errors, then sign it to confirm your understanding of the changes and take responsibility for the accuracy of the information.
15. Once complete, save your changes, and choose to download, print, or share the form as needed.

Complete your document online today to ensure your policy details are updated promptly.