
Annexure to Electronic Application (Electronic application is an electronic proposal form of SBI Life.) Customer Declaration Electronic Proposal Number: To, SBI Life Insurance Co. Ltd I/We confirm.
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How to fill out the Annexure To Electronic Application Customer Declaration Form online
Completing the Annexure To Electronic Application Customer Declaration Form online is a straightforward process that ensures your intent to purchase a life insurance product is clearly communicated. This guide provides step-by-step instructions to help you fill out the form accurately.
Follow the steps to complete the online form successfully.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Enter your electronic proposal number in the designated field, ensuring that it matches the number provided in your application.
- Fill in your name or the names of all involved parties in the section labeled 'I/We' to confirm submission of the electronic proposal.
- Specify the name of the product you wish to purchase in the corresponding field.
- Provide the name of the agent or Customer Identification File (CIF), along with their code number, to whom you have spoken regarding the product.
- Confirm the features and benefits of the product have been explained to you by the agent/CIF. This affirms your understanding of the provided documentation.
- Indicate your mobile number, which received a one-time password (OTP) as confirmation of your application content.
- State the payment method by filling in whether the premium payment is from your own, your partner’s, or your parent’s bank account along with the relevant EFT or Cheque details.
- Complete the Life Assured/Proposer details by entering the name and date, providing any necessary signatures.
- For the sales representative declaration section, complete the agent's name, signature, and date of declaration, ensuring accuracy in the recorded information.
- Review all entered information for accuracy and completeness before proceeding.
- Once satisfied with the completed form, proceed to save changes, download, print, or share the form as needed.
Complete your documentation online today for a smooth application process.
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