Get Pli New Proposal Form

Completing the Pli New Proposal Form online is a straightforward process that facilitates the submission of your application for Postal Life Insurance. This guide will walk you through each section of the form to ensure that you provide all necessary information accurately and efficiently.

Follow the steps to fill out the form effectively

1. Click the ‘Get Form’ button to obtain the form and access it in the editor.
2. Begin filling out the form by entering the required details in capital letters. Start with the parent's policy number and name, followed by the father's name and the child's name.
3. Indicate the category by selecting the appropriate department or organization. Enter the PH code and the child's sex, either male (M) or female (F). Affix a combined photograph of the parents and child as instructed.
4. Provide the address details for correspondence, including the pin code. Additionally, supply the permanent address and pin code.
5. Fill in the employment details of the parents, including designation and address with the pin code.
6. Enter the doctor's code and name, followed by the child's date of birth, proposal date, declaration date, and acceptance date.
7. Choose the payment type and specify if a medical examination is necessary. Indicate the type of policy, age at maturity, sum assured, premium amount, and mode of payment.
8. Provide your PAN number, mobile number, and email ID. Also, enter the postal account office PAO code and sub code, along with the address.
9. If the policy is proposed under the Married Women Property Act 1874, detail the particulars of the beneficiary and trustee. If the policy is funded by a Hindu Undivided Family (HUF), provide relevant details.
10. For nomination, list the nominees' details (up to three) using the specified format including their name, address, relationship, age, and share of claim amount. If any nominee is a minor, include the appointee's details.
11. Describe the nature of proof submitted for the date of birth of the parent and child. If paying the premium in cash, state the name of the post office where payment will be made.
12. Answer the health-related questions regarding family history and personal health to complete the personal history section.
13. Ensure all sections have been accurately filled and review for any required signatures from the proponent, medical examiner, and agents.
14. Upon completion, save your changes and proceed to download, print, or share the form as necessary to finalize your submission.

Complete your documents online to streamline your Postal Life Insurance proposal.