Get Death Claim Intimation Form- Kalyan Ulip (state Bank Group)

This guide provides clear instructions for users on how to effectively fill out the Death Claim Intimation Form for the Kalyan ULIP (State Bank Group) online. Whether you are familiar with digital forms or new to the process, these steps will help you navigate the requirements with ease.

Follow the steps to successfully complete your online form submission.

1. Begin by clicking the ‘Get Form’ button to access the Death Claim Intimation Form. This will allow you to open and view the form in an editable format.
2. Fill in the 'Name of the Bank' and 'Bank Branch' details. Ensure to include the master policy number and product information accurately.
3. In the 'Details of the Member' section, input the name of the employee exactly as it appears in the records sent to the bank. Include the PF number, date of birth, date of joining service, and date of death in the required fields.
4. Select 'Mode of Exit' as 'Death' and ensure you have the mandatory documents ready for submission, including the death certificate.
5. Provide the nominee details in the designated section. Enter the nominee's name, relationship to the member, date of birth, age proof, and contact number. Ensure that the age proof is in accordance with the instructions provided.
6. For 'Direct Fund Transfer Details', fill in the name of the bank, account holder's name, savings account number, bank branch name, and the IFSC code. Remember, this information is essential for the direct credit of the claim amount.
7. Sign the form in the designated space provided for the nominee and include the date of signing. Both the nominee and a witness—preferably a bank official—must sign where indicated.
8. After carefully reviewing all entries for accuracy, save any changes made to the form. You can then download, print, or share the completed form as necessary.

Ensure all relevant documents are compiled and complete your submission of the Death Claim Intimation Form online.