Download Center   Policy Servicing assists "Policy Holder" in making amendments in his policy contract during the policy term. To make any changes in the policy, a form duly signed by the policy holder/assignee (if the policy is assigned) along with necessary additional documents (if required) needs to be submitted at our nearest office. Servicing Forms Policy Alterations (Policy Servicing Form A) Change of Address Change of Contact Details Addition/ Change of Nominee Change of Appointee Change of Name Change of Date of Birth Correction of Gender Change in Premium Payment Method Change in Premium Payment Frequency Issuance of Duplicate Policy Document Premium and Fund Related Options (Policy Servicing Form B) Switching of Funds Allocation of Top up premium Redirection of Funds Decrease in Sum Assured Maturity/ Safety Switch Option Auto Fund Rebalancing Option Auto Cover Continuance Option Premium Holiday Option Settlement Option Milestone Withdrawal Option Systematic Partial Withdrawal Option Updation in Signature (Policy Servicing Form C) Change of Signatures Updation of Signatures (applicable for automatic vesting feature only) Application for loan Application for loan Updation of NEFT details (Policy Servicing Form E) For Payout through Electronic Mode Policy Revival/Increase in Sum Assured Form Request for Increase in Sum Assured Request for Revival of Policy Policy Surrender/Partial Withdrawal Form Please visit our nearest branch office to submit a surrender request. Click here to locate your nearest branch/office Request for Partial Withdrawal Payout through Electronic Mode Surrender of the policy Format for additional / supporting documents Payor Questionnaire Vernacular Declaration Format No objection certificate Name change after marriage format Name change due to personal reasons format Indemnity bond format-Issuance of Duplicate Policy Form for transfer/Assignment Partial Assignment Form 60 /61 Free Look Cancellation Request form Payout through Electronic mode Request for Free look cancellation Policy Benefit Discharge Form Policy Benefit Discharge Form Claims Forms Claim Forms - Individual Death Claim Form (Form C) Employer Certificate Physician statement School / College certificate Treating Hospital Certificate Claim Forms - Group Death Claim Form (SHG) Death Claim Form (CGT) Death Claim Form (GLPP) Disablility Claim Form D-C Employer Certificate Physician statement School / College certificate Group Service Request Forms Group Service Request Forms - Formal group Partial Withdrawl Form Contribution Slip Benefit Payout Request Form Alteration Format at Member Level Alteration Format at Master Policy Level Addition Deletion Updation Format Acknowledgement Receipt Format Group Service Request Forms - Informal group Surrender Request Form ; Policy Servicing Form ; Cover Cancellation Request Form ; SI Mandate Forms SI Mandate Credit Card Form Debit Mandate Form NACH Customer Enquiry Form Customer Enquiry Form Underwriting Questionnaires Medical Questionnaires Respiratory Disorder Questionnaire Musculoskeletal disorderqnr- Applicant Kidney and Urinary disorders Questionnaire- Applicant Gynecological Disorder Questionnaire - Applicant Growths, cysts, lumps and tumour Questionnaire- Applicant Epilepsy questionnaire Applicant Elevated Blood Pressure Applicant Digestive Disorder Questionnaire- Applicant Diabetes questionnaire applicant Chest Pain Questionnaire - Applicant Back Disorders Questionnaire Non Medical Questionnaire Staff declaration format NRI Questionnaire Life Assured FQ - HSBC Foreign Travel Questionnaire Foreign National Declaration Declaration of health Dual Sign Format NRI Questionnaire Payor Questionnaire Consent from Proposer on Personal data Occupation Questionnaire Water sports Questionnaire Parachuting Questionnaire Oil and Natural Gas Questionnaire Occupation Questionnaire Mountaineering Questionnaire Motor Sports Questionnaire Mining Questionnaire Merchant Marine Questionnaire Merchant Marine Qnr with NRI Details Driving Questionnaire OMBUDSMAN & HUB LIST Ombusman & Hub List