Get Policy Amendment Form

Filling out the Policy Amendment Form online is a straightforward process that allows users to make necessary changes to their insurance policies. This guide provides clear and concise instructions for each section of the form, ensuring a smooth experience for all users.

Follow the steps to complete your Policy Amendment Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with Section A, where you can update your personal information such as your address. Fill in the address fields, including city and postal code, ensuring everything is written in block letters for clarity.
3. Next, provide your policy number and contact details, including your mobile and alternate telephone numbers. Remember, these fields marked with an asterisk are mandatory.
4. Indicate your preferred mailing address (home, work, or alternate/permanent) by ticking the appropriate box.
5. If your total annual premium exceeds Rs. 10,000, attach a self-attested proof of the new address from the provided list.
6. Proceed to the change of name section. Fill in the policy owner’s and life insured's details. Ensure you include the title, first name, middle name, and last name as listed in your documents.
7. For any changes in nomination, complete the section by specifying both the current and new nominee details along with their relationship to the policy owner. If your nominee is a minor, be sure to fill out the appointee's information.
8. If you wish to adjust bonuses or change the New Fund Option (NFO), tick the corresponding boxes to indicate your requests.
9. For any changes to riders, specify any additions, deletions, or modifications required. Fill in the coverage amount and effective date as applicable.
10. Section C covers switching funds and redirection of future premiums. Indicate the funds involved and the percentages or amounts to be switched or redirected.
11. If you need to make a partial or full surrender request, select the corresponding option and provide the necessary details required.
12. Finally, review your completed form for accuracy, then save your changes, download, print, or share the form as required.

Complete your Policy Amendment Form online today to ensure your insurance details are always up to date.