Get Policy Service Request Form - Edelweiss Tokio Life Insurance

Filling out the Policy Service Request Form for Edelweiss Tokio Life Insurance is a straightforward process that can be completed online. This guide provides step-by-step instructions to assist users in accurately completing the form for various policy requests.

Follow the steps to successfully complete your request.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your policy number, date, name, telephone number, and address in the designated fields. Ensure that your address is complete, including the pin code.
3. If you are requesting a change in name, indicate whether it is for the life assured or policy holder and fill out both the 'Change in Name From' and 'Change in Name To' sections. Remember to attach appropriate documents such as a marriage certificate or gazette notification.
4. If changing your correspondence address, provide your new address details, including city, state, and pin code. Attach proof of your new address from the acceptable documents list.
5. To update your contact details, enter your new mobile number, landline number, and email ID in the specified fields.
6. For bank account details, fill out the bank's name, branch name, branch address, account holder's name, account number, IFSC, and MICR codes. Attach a proof of bank account, such as a canceled cheque or bank statement.
7. If you have selected a rider addition, choose the desired rider type and enter the sum assured and total premium corresponding to it.
8. For top-up premium requests, complete the fund allocation section and specify the top-up amount, ensuring you meet the required criteria for submission.
9. Indicate any changes you wish to make regarding your premium payment method and billing frequency. Ensure all sections are filled accurately.
10. If there are any changes in sum assured, fill in the required information under this section.
11. Finally, provide your signature, date, and place at the bottom of the form, confirming that all information provided is true and accurate.
12. Once all sections are completed, save any changes, and download, print, or share the form as needed.

Complete your Policy Service Request Form online today to ensure your policy updates are processed efficiently.