Get To Download The Kyc Form - Hdfc Life

This guide provides comprehensive instructions on how to fill out the KYC form for HDFC Life. By following these steps, users can efficiently complete the form needed for Know Your Customer verification.

Follow the steps to fill out the KYC form effectively.

1. Press the ‘Get Form’ button to access and open the KYC form in your preferred online editor.
2. Begin by providing the Application Number and Plan details at the top of the form.
3. Affix a recent photograph of the payor in the designated area and ensure it is signed across by the payor.
4. Complete the details section by filling in the payor's name and selecting the appropriate payer category (Individual, Company, Partnership, HUF, Trust, or Others). If applicable, provide the names of directors, partners, trustees, or family members who may also be payors.
5. Provide the communication or registered address of the payor, including the city, state, pin code, telephone number, fax number, and email.
6. Fill in the payment details, marking the payment method (cheque, fund transfer, ECS/SI, or direct debit) along with the respective details such as cheque date, number, and amount.
7. Indicate proof of identity and residence by specifying the document type and issuing authority, as well as submitting relevant documentation. If residence proof is not in the name of the payor, include the name and relationship of the actual owner.
8. Complete any details regarding the Permanent Account Number (PAN). If the annual premium is Rs. 50,000 or more, be sure to provide PAN information.
9. Document the gross total income from all sources and provide a breakdown of the sources of funds, ensuring that the total adds up to 100%.
10. Submit the necessary declarations, ensuring to sign and date the form in the designated spots at the end. All appropriate seals must also be added if applicable.
11. Finally, save the completed form, and download, print, or share it as required.

Complete your KYC form online now to ensure a smooth process with HDFC Life.