Get Annexure To Electronic Application Customer Declaration Form

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.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your electronic proposal number in the designated field, ensuring that it matches the number provided in your application.
3. Fill in your name or the names of all involved parties in the section labeled 'I/We' to confirm submission of the electronic proposal.
4. Specify the name of the product you wish to purchase in the corresponding field.
5. Provide the name of the agent or Customer Identification File (CIF), along with their code number, to whom you have spoken regarding the product.
6. 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.
7. Indicate your mobile number, which received a one-time password (OTP) as confirmation of your application content.
8. 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.
9. Complete the Life Assured/Proposer details by entering the name and date, providing any necessary signatures.
10. For the sales representative declaration section, complete the agent's name, signature, and date of declaration, ensuring accuracy in the recorded information.
11. Review all entered information for accuracy and completeness before proceeding.
12. 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.