Get Assignment Form Jan 18.cdr - Kotak Life Insurance

Filling out the Assignment Form for Kotak Life Insurance is a crucial step in managing your insurance policies. This guide provides you with clear and structured instructions to complete the form accurately and efficiently.

Follow the steps to fill out the Assignment Form online.

1. Press the 'Get Form' button to obtain the document and open it in your preferred editor.
2. Fill in your particulars in block letters. Start with the assignment section, noting the title, surname, first name, and middle name of the Assignor (current policy owner).
3. Provide the correspondence address, including office and residence details, city, state, and pin code. Make sure to include correct telephone numbers and emails.
4. In the 'Particulars of the Assignee' section, supply the necessary information, including title, surname, first name, middle name, and correspondence address similarly as for the Assignor.
5. Indicate the relationship to the Assignor, and fill in the date of birth of the Assignee, ensuring the NRI status is accurately marked.
6. Complete the details regarding the occupation and provide appropriate identity and address proofs for the Assignee. Specify if future premiums will be paid by someone else.
7. Detail any considerations for the assignment, such as love and affection or financial motivations, and specify the purpose of the assignment.
8. Have the acknowledgement section signed by the Assignor and the Assignee, ensuring a witness is present to sign as well.
9. Make certain everything is completed clearly and within the instructions provided — this includes adhering to the requirement for the original policy document.
10. Once you have filled out all sections, save your changes and choose to download, print, or share the form for submission.

Start your online document process now!