GROUP UNIT LINKED PLAN

Superannuation Schemes

Many organisations realise that the statutory requirement benefits are not sufficient for their trusted employees to continue enjoying their quality of life after they retire. The HDFC Group Unit Linked Plan is a great way for an employer to show his employees that he not only takes care of them while in service, but has also ensured that they can lead a comfortable life after retirement.

The HDFC Group Unit Linked plan is also a great employee retention and motivation tool that helps employers to fund their employees' post-retirement needs in a systematic, tax-efficient and cost-effective manner. Moreover, as a unit-linked plan, it gives you tremendous flexibility and freedom to customise individual retirement funds for your employees based on their appetite for risk and the stage of life they are in.

This plan helps an organisation by:

• Providing an investment vehicle to trustees for making the contribution for each member
• Helping build a substantial retirement fund for each member
• Presenting a potential to provide higher benefits to employees
• Offering tax benefits for investments made through the formation of a trust

• Download Policy Servicing Forms

  • For policies issued on or before 28/03/2006

    - Defined Benefit Additional Contribution Form Claims Form Fund Switch Request Single Premium Redirection Request

    - Defined Contribution Claims Form Fund Switch Instructions Premium Redirection Request

  • For policies issued on or after 29/03/2006

    • New Account Form
    • Account Information Form for Additional Contribution
    • Revised Fund Switch Forms
    • Premium Redirection Forms
    • Claim Form