Get Proposal Form - Sr. Citizens.doc

Filling out the Proposal Form for Senior Citizens can be a straightforward process when approached step by step. This guide will help users navigate each section of the form online, ensuring that all necessary information is accurately provided.

Follow the steps to complete the Proposal Form online.

1. Press the ‘Get Form’ button to obtain the Proposal Form - Sr. Citizens.doc. This will allow you to access the form in your preferred online editor.
2. Begin by entering the name of the proposer in the designated field, ensuring that the correct prefix, such as Mr., Mrs., or Ms., is used.
3. Fill in the residential address details, including street, city, and postal code. Include the telephone number and, if applicable, fax number.
4. Provide your email address in the appropriate field to facilitate communication regarding the proposal.
5. Select your occupation from the provided list by marking the appropriate option. This helps to categorize your professional background.
6. Enter your average monthly income and your Income Tax PAN number in the respective fields.
7. Provide the name, address, and telephone number of your family physician, including their qualifications and registration number.
8. Disclose if you or any other insured individuals have been covered under any prior insurance plans, providing details such as the name of the insurer, the insurance scheme, policy number, and any claims made.
9. Answer the question regarding whether any proposal for similar insurance was refused or canceled, providing necessary details.
10. List the details of all persons who will be insured on the policy. Include their names, dates of birth, gender, relationship to the proposer, selected sum insured, and any relevant medical history.
11. Answer the medical history questions for each insured person, detailing any past health issues or ongoing treatments.
12. Provide additional information on any known ailments requiring medical attention, if applicable.
13. Enter the name of the assignee and their relationship for any policy assignments.
14. Specify the duration for which the insurance is being sought.
15. Complete the declaration at the end of the form, confirming that the information provided is accurate and complete.
16. Attach two recent passport-sized photographs for each person being insured. Ensure one photograph is affixed to the form.
17. Finally, review all entered details, make any necessary corrections, and save your changes. Once completed, you can download, print, or share the submitted form as needed.

Start filling out the Proposal Form online today to ensure the right coverage for you and your loved ones.