Get India Bharti Axa Life Insurance Company Assignment Form

This guide provides users with a detailed overview of how to fill out the India Bharti AXA Life Insurance Company Assignment Form online efficiently. By following the steps outlined below, users can ensure they complete the assignment form accurately and in accordance with the specified requirements.

Follow the steps to successfully fill out the assignment form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Start with the 'Policy Details' section. Enter the policy number and name of the plan in block letters as instructed.
3. In the 'Policyholder (i.e. Assignor) Contact Details' section, provide your landline and mobile numbers. Note that the mobile number is mandatory. Add your email ID as well.
4. Indicate whether you are a US citizen or US tax resident by choosing 'Yes' or 'No' and providing your Tax Identification Number (TIN) if applicable.
5. Fill in the declaration section. Write your name as the Assignor and confirm that you have read the instructions before proceeding.
6. Provide the name and details of the Assignee. Include their first name, middle name, last name, contact details, relationship to the Assignor, and occupation.
7. Indicate the type of assignment by ticking the appropriate option: absolute assignment or conditional assignment, and provide the necessary details pertaining to the condition.
8. If consideration is involved, specify the amount received or indicate if the assignment was made out of natural love and affection without any consideration.
9. Complete the endorsement section by signing as both Assignor and Assignee.
10. Input the name and address of the witness, ensuring they are a person competent to contract, and include their signature and date.
11. For vernacular declarations, if applicable, ensure both policyholder and declarant have filled their names and details accurately.
12. Finally, review all entries for accuracy, then save changes, download, print, or share the completed form as required.

Complete your India Bharti AXA Life Insurance Company Assignment Form online today for a seamless experience.