Get 013257017 Know Your Customer - Addendum Form.pdf - Hdfc Life

Filling out the 013257017 Know Your Customer - Addendum Form is an essential step for individuals paying premiums on behalf of the policyholder at HDFC Life. This guide provides a detailed, step-by-step approach to ensure users can complete the form accurately and efficiently.

Follow the steps to successfully fill out the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide the application or policy number along with the plan details in the specified fields.
3. Attach a recent photograph of the payor, ensuring it is signed across by the payor. Select the appropriate payor category, such as Company, Individual, Partnership, HUF, Trust, or Others, and provide the required name details.
4. Fill in the communication/registered address of the payor, including the city, state, telephone number, fax number, pin code, and email.
5. Specify the payment details by selecting the payment method (e.g., Cheque, Fund Transfer, ECS/SI, or Direct Debit) and providing necessary information like cheque number and amount.
6. Submit proof of identity and residence by filling out the relevant fields. If the residential proof is not in the payor’s name, provide the owner's name and relationship to the payor.
7. If the annual premium is equal to or more than INR 50,000, fill in the Permanent Account Number (PAN) details and declare the current gross total income from all sources.
8. State the source of funds by providing the percentage under each head totalling up to 100%. Ensure to enclose proof of income if necessary.
9. Indicate whether the payor is a Non-Profit Organisation by selecting 'Yes' or 'No'.
10. Carefully read the declarations, sign, and fill in the date and place.
11. If the signature is done by a third party, provide their declaration in the specified section.
12. After completing all sections, save changes, download, print, or share the form as needed.

Complete your documents online to ensure a smooth process.