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Policy Servicing Forms

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Total Forms: 22
Credit Card Authorisation Form (Direct Debit to Credit Card) 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 side of your credit card.
Notice of Nomination 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.
Policy Service Request Form 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. 'In case of an address change, address proof is MANDATORY'.
Certificate of Insurability for Major life (age 18 years and above) 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.
Transfer of Ownership Rights - Sole Legal Heir (In case of death of owner, and the deceased policy owner and the insured are different) Transfer of Ownership Rights - Sole Legal Heir (In case of death of owner, and the deceased policy owner and the insured are different)
Transfer of Ownership Rights - Deed of Relinquishment (In case of death of owner, and the deceased policy owner and the insured are different) To transfer ownership rights of the policy due to the death of the policy owner, the above form needs to be filled up by all legal heirs and sent alongwith the following documents:

1. Deed of relinquishment duly notarized on stamp paper valued at Rs 200/-
2. Copy of Death Certificate of deceased
3. Photograph of new policy owner
4. Identity proof of new policy owner
5. Address proof of new policy owner
6. Income proof of new policy owner (in case Annual Premium exceeds Rs 1 lakh)
Indemnity Bond 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.
Health Policy Renewal Form You can renew your health policy by submitting a duly completed Health Policy Renewal form along with the revised premium amount.
Signature Change Form In case you wish to change your signature registered with us, kindly submit the above form, dully filled and signed by the policy owner, at any of our branches.
Profile Updation Form Please make sure your personal details (Bank account; Pan & contact details) are up-to-date for a convenient and enhanced service experience. Submit a duly completed Profile Updation form.
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Insurance Dictionary

Birla Sun Life Insurance

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