Get Annexure To Electronic Application Customer Declaration Form 2020-2025

Filling out the Annexure to Electronic Application Customer Declaration Form online is an important step in finalizing your application. This guide provides a clear and step-by-step approach to ensure that you complete the form accurately and efficiently.

Follow the steps to complete your application seamlessly.

1. Click ‘Get Form’ button to access the form and open it in your editing interface.
2. Enter your electronic proposal number in the designated field. This number is unique to your application and helps in tracking your process.
3. In the next section, confirm your name and details by filling in the required information that reflects your intent to buy the specified SBI Life product.
4. Provide the agent or Certified Insurance Facilitator (CIF) name and their code number. This validates that they have explained the product's details to you.
5. Review and confirm that you have read and understood the need analysis and benefits associated with the product, affirming your satisfaction with the features provided.
6. Input the one-time password (OTP) you received on your registered mobile number to confirm the accuracy of the information you have provided.
7. Fill in the premium payment details, ensuring you indicate the account from which the payment will be made. Include relevant account numbers and payment methods.
8. If applicable, complete the declaration by the sales representative, ensuring that all responses are accurately documented.
9. Finally, confirm the auto debit authorization by completing the necessary fields regarding bank account details and payment schedules.
10. Review all entered information for accuracy. Once satisfied, you can save your changes, download the completed form, print it, or share it as needed.

Begin completing your documents online to streamline your application process.