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Online Buy Support


Branch Locator

Policy Holder Services


Fund Performance Check

Online Buy Support

Branch Locator

Policy Holder Services

Fund Performance Check

1 How can I avail of the Fund Switch facility?

You may avail of this facility by submitting the Fund Switch Request Form duly signed at any HDFC Life branch. Forms are available under Quick Links, visit Forms & Downloads. You can also execute fund switch request through My Account under the Transact Online Section by clicking on the link: https://myaccount.hdfclife.com/

Note: For details on the Fund Switch charges, please refer to your policy document. Fund Switch requests are acceptable subject to cut off rules followed by HDFC Life in accordance with IRDAI.

The current cut off timing for accepting requests to be processed with same day NAV is 3pm as per Indian Standard Time. Requests received after cut off times or on non-business days will be deemed received as of the next business day.

2 How can I avail of the Premium Redirection facility?

3 What is the difference between a Fund Switch and Premium redirection?

1 How do I change frequency of premium payment?

  • To update the registered address please click on the link https://custapp.hdfclife.com/CustomerPortalWebAppOTA/

  • Enter policy number

  • Select Date of Birth

  • In 'Ref. from' box, select 'SMS/Email Comm.'

  • Click on 'Search' button

  • Click on the policy

  • Click on Transact on Policy

  • Click on Mode/Frequency

OR

You can also update the same by logging into MyAccount: https://myaccount.hdfclife.com/

2 Can the beneficiary of the policy be changed in case of unfortunate death of the existing Beneficiary?

3 Can I change the Nominee of the policy?

4 What is Nomination and how do I nominate?

5 What is Assignment? How do I assign the policy?

Assignment is the process by which the Policy holder (Assignor) transfers all the rights attached to the Policy to the Assignee.

There are two types of Assignments:

  • Absolute Assignment: Under this, the benefits of the policy will be paid to the Assignee under all circumstances.

  • Conditional Assignment: Under this, the benefits of the policy paid will be subject to the conditions specified by the Assignor. Once the condition is satisfied, the policy will revert to the Assignor.

This is typically done to use the insurance policy as collateral for loan. Assignment has to be for a valuable consideration.

To know more on the assignment process, please visit any HDFC Life branch.

6 Can the policy servicing requests be submitted without policy document?

Yes, the below mentioned policy servicing requests can be submitted without policy document. The request needs to be submitted at any HDFC Life branch. Your request will be processed subject to the product norms and features.

  • Look In Cancellation

  • Assignment/ Reassignment

  • Change/Correction of DOB

  • Surrender

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ARN: EU/07/21/24471