Get Customer Consent Document

Filling out the Customer Consent Document online is a straightforward process that ensures your information is collected accurately for insurance purposes. This guide will walk you through each section of the form, providing clear and concise instructions to help you complete it with confidence.

Follow the steps to complete the Customer Consent Document online.

1. Click 'Get Form' button to obtain the Customer Consent Document and open it in your browser for editing.
2. In the first section, enter the application number to ensure that your submission is linked to your proposal. Make sure this number is accurate to avoid policy rejection.
3. Select the type of insurance plan you are applying for by ticking the appropriate box (Investment, Protection, Pension, Savings, Health Cover).
4. Fill in the name of the insurance plan as required, and specify the premium amount payable. Indicate the frequency of payment (Single Premium, Monthly, Quarterly, Half Yearly, Yearly) and the premium paying term along with the sum assured.
5. Answer the questions regarding assistance provided during the completion of the electronic proposal form, and confirm your agreement to receive the Illustration related to the policy.
6. Indicate your understanding of the policy details, ticking the boxes for the death benefits and maturity benefits if applicable.
7. Provide your consent regarding the policy provisions related to pre-closure or surrender, and ensure you understand the specifics if applying for a Unit Linked Policy.
8. State whether you are a tax resident of India and whether you want to receive a dematerialized policy.
9. Sign the Customer's Signature section and fill in your name, date, and place of signing. If applicable, do this for both the proposed policyholder and nominee.
10. Finally, review all information entered for accuracy and completeness. Save changes, download, print, or share the Customer Consent Document as needed.

Complete your Customer Consent Document online today for a seamless insurance application process.