Get Bharti Axa Payout Request Form

Filling out the Bharti Axa Payout Request Form online can be a straightforward process if you follow the instructions carefully. This guide will provide you with detailed steps to ensure that you complete the form accurately and efficiently.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in your policy details in block letters. You will need to provide your policy number, and the full name of the policyholder, which includes first name, middle name, and last name.
3. Next, fill out the policyholder's contact details, including a mandatory mobile number and optional landline numbers for residence and office. An email address is also required for communication purposes.
4. If applicable, provide details for pre-issuance cancellation: the proposal application number and the reason for the cancellation.
5. For any partial withdrawal, indicate the amount or maximum eligibility and specify the name of the fund(s) from which you wish to withdraw. Ensure that the withdrawal amount meets the minimum requirement mentioned in your policy document.
6. If you are requesting a full surrender, state the reason for surrender and make sure to submit the necessary documents, including the welcome kit.
7. Select your payout option and provide your bank details, including the payment mode, MICR code, IFSC code, bank name, bank account number, and account type.
8. Complete the vernacular declaration if necessary by providing the declarant's information and ensuring that all signatures are affixed properly.
9. Finally, review the entire form for accuracy. Once satisfied, save your changes, download, print, or share the completed form as needed. Ensure to collect the acknowledgment number for future reference.

Begin completing your Bharti Axa Payout Request Form online today!