Get Sbi Life Swarna Jeevan Form Fillup

Filling out the Sbi Life Swarna Jeevan Form Fillup online is a straightforward process that helps users secure their annuity options effectively. This guide provides a step-by-step approach to completing the form accurately and without complications.

Follow the steps to complete the Sbi Life Swarna Jeevan Form Fillup online.

1. Press the ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin by filling in the details of the first annuitant in block letters. This section requires the master policy number, first name, middle name, last name, date of birth, and gender. Ensure all fields are answered clearly.
3. If you are opting for a joint life annuity, complete the details for the second annuitant (spouse). Provide their full name, date of birth, and gender, as well as the necessary age proof.
4. Fill in the nominee details, ensuring that the nominee is a person other than the first or second annuitant. Include their name, date of birth, gender, relation to the first annuitant, and the percentage share of the nominee.
5. If the nominee is a minor, complete the appointee details, providing the appointee's name, date of birth, and their relation to the nominee.
6. Select your basic plan details by ticking the appropriate option for the type of annuity you prefer. Review the options carefully, as the choice is final and irrevocable.
7. Provide your bank account details for annuity payout transfers. Ensure to enter the account number, type, bank name, branch, account holder name, MICR code, and IFSC code accurately.
8. Read the declaration thoroughly and sign in the designated areas. If necessary, have the group administrator sign and provide their details to authenticate the form.
9. If applicable, complete the additional declaration section to verify that the form has been filled out correctly in cases of vernacular signatures or illiteracy.
10. Once all sections are complete, review the form for accuracy, save your changes, download, print, or share the completed form as needed.

Begin your journey towards securing your financial future by completing your document online today.