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Policy Servicing Forms
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| Top Up Form |
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| Top-up is an investment tool that enables you to invest your additional savings in your unit-linked policies. Your premiums will be allocated as per your prevailing allocation ratio. |
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| Auto Debit Form |
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| This form will give you access to two of the most hassal free options for renewal premium - Direct Debit and ECS. Just send us the completed Auto Debit Mandate Form and a cancelled cheque. |
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| Policy Service Request Form |
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| You can update your personal/ policy details such as Change in Name / Change of Address / Change in Premium Mode by submitting a duly completed Policy Service Request Form. |
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| Loan Withdrawal Form / Cash Withdrawal Form |
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| The loan facility is currently available for Flexi Life Line, Flexi Save Plus & Flexi Cash Flow plans [as per the policy contract].You can access your policy fund in times of need, subject to the provisions applicable to your policy. For a specific applicability, you can refer to your policy contract or contact your insurance advisor. |
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| Certificate of Insurability |
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| In case of revival of a policy, depending on the period elapsed since lapsation, in addition to the revival amount, Certificate of Insurability and medical reports may be required. |
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| Certificate of Insurability for Minors |
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| In case of revival of a policy [wherein the Life Insured is a Minor] depending on the period elapsed since lapsation, in addition to the revival amount, Certificate of Insurability (for Minors) and medical reports may be required. |
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| Notice of Nomination |
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| Nomination is a process whereby you nominate a person in whose favour the policy proceeds are to be disbursed in the event of the unfortunate death of the Life Insured. |
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| Notice of Assignment |
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| Assignment is the process of transferring the beneficial interest, title and rights under a policy. To register an assignment, you are required to submit the above available assignment form with the original policy document. |
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| Credit Card Authorisation Form (Direct Debit to Credit Card) |
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| You can choose to pay your renewal premium automatically by giving BSLI one time authorisation to debit your Master/Visa Credit Card (any bank). To avail of this service, please send us a duly completed Credit Card Authorisation form along with a photocopy of front and reverse side of your credit card. Please deface the CVV number for security purpose. |
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| Surrender / Maturity Form |
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| In case you wish to surrender your policy or your policy has matured, the above surrender / maturity form needs to be completed and sent across along with your original policy documents. On receipt of the form and documents, the payout will be processed. |
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| Signature Change Form |
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| In case you wish to change your signature registered with us, the above form needs to be completed and attested by your banker. |
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| Transfer of Ownership Rights - Sole Legal Heir (In case of death of owner, and the deceased policy owner and the insured are different) |
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| To transfer ownership rights of the policy, in case the deceased policy owner has only one legal heir, then the above declaration needs to be filled up and sent across by the lone legal heir. |
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| Transfer of Ownership Rights- Deed of Relinquishment (In case of death of owner, and the deceased policy owner and the insured are different) |
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| To transfer ownership rights of the policy, in case the deceased policy owner has multiple legal heirs, then a Performa of the above deed of relinquishment needs to be printed on a stamp paper of Rs. 200/- and notarised. |
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| Indemnity Bond |
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| In case your policy documents have been misplaced or destroyed for some reason, a duplicate policy document can be issued by submitting a Performa of the above indemnity bond valued at Rs.200/- and duly notarised. |
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| Switch in Investment Fund and Premium Redirection |
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| You can change your investment fund to any fund permissible for your plan and/or redirect all future premiums allocations to funds of your choice by submitting a duly filled Fund Switch & Premium Redirection form. |
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