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Policy Servicing
This section will provide you various information about your policy. The section also consists of different forms which can be used for making any changes in your policy.
This section will provide you various information about your policy. The section also consists of different forms which can be used for making any changes in your policy.
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Track your policy details online via My Account. To register for free click here.
If already registered, click here to login.
Call 1860 267 9999 (Mon-Sat 10 am to 7 pm) Local charges apply
Do NOT prefix any country code. e.g. +91 or 00 or
Write to us at Service@HDFCLife.com
NRI Customers : Please write to us at NRIservice@HDFCLife.com
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For changes in your personal or policy details, please fill in the appropriate form and submit it at any HDFC Life branch. Use the Branch Locator link available under Quick Links to locate nearest HDFC Life branch.
- Policy Servicing Form - Life Stage Protection Feature
- For changes in personal or policy details*
- For Excess Refund, Free Look Cancellation or Withdrawal of proposal*
- Indemnity-Loss/Non-receipt of Policy Document**
- Transfer of Ownership
- Know Your Customer Addendum - Third Party KYC
- Owner Change Form
- NEFT Mandate
- Reduction in Premium - Conventional Plan
- Reduction in Premium - ULIP Plan
- Assignment/Reassignment Form
- Partial Withdrawal Form
- Change in Specimen Signature
- Customer Consent Document (CCD) - HDFC Bank
- Customer Consent Document (CCD) - Others
- Customer Consent Document (CCD) - Channels (IRDAI)
- Customer Consent Document (CCD) - IDFC Bank
In case of unit linked policies, in addition to the above, you can also avail of the following:
Hindi
- Assignment Request Form
- Fund Switch & Premium Redirection Form
- Additional Single Premium Top-Up Form
- Partial Withdrawal Form
- Policy Servicing Request Form 2
Gujarati
- Assignment Request Form
- Fund Switch & Premium Redirection Form
- Additional Single Premium Top-Up Form
- Partial Withdrawal Form
- Policy Servicing Request Form 2
Marathi
- Assignment Request Form
- Fund Switch & Premium Redirection Form
- Additional Single Premium Top-Up Form
- Partial Withdrawal Form
- Policy Servicing Request Form 2
Bengali
- Assignment Request Form
- Fund Switch & Premium Redirection Form
- Additional Single Premium Top-Up Form
- Partial Withdrawal Form
- Policy Servicing Request Form 2
Tamil
- Assignment Request Form
- Fund Switch & Premium Redirection Form
- Additional Single Premium Top-Up Form
- Partial Withdrawal Form
- Policy Servicing Request Form 2
Telugu
- Assignment Request Form
- Fund Switch & Premium Redirection Form
- Additional Single Premium Top-Up Form
- Partial Withdrawal Form
- Policy Servicing Request Form 2
Kannada
- Assignment Request Form
- Fund Switch & Premium Redirection Form
- Additional Single Premium Top-Up Form
- Partial Withdrawal Form
- Policy Servicing Request Form 2
*Conditions apply
**You are requested to contact us at any of our touch points for detailed information on the issue of duplicate policy documents.
For any further queries or information related to policy servicing, please contact us at any of our service touch points.
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A life insurance policy is a long term contract between the life insurance company and the policyholder. The payment of premium towards a regular premium policy is spread over the premium paying term of the policy. A policyholder has to pay the premium on or before the due date.
If policy holder fails to pay the premium even after the expiry of grace period, the policy status will be changed to lapse or Paid- Up depending on the year in which the policyholder fails to pay the premium.
The lapsed, Paid- Up or Discontinued policy can be revived as per conditions governing the product. You need to provide the insurer with evidence of insurability and pay all the outstanding premiums and related charges (if any).
If policy is in lapsed status for less than 6 months:
- Outstanding Premium(s)
- Revival Charges (If any)
If policy is in lapsed status for more than 6 months:
- Outstanding Premium(s)
- Revival Charges & interest charges ( interest charges are applicable for conventional plans)
- Personal Statement of Health (PHS) (only for underwriting plans) (PHS not required for Unit Linked Paid up cases)
- Revival Form & quote
If policy is in lapsed status for more than 1 year:
- Outstanding Premium(s)
- Revival Charges & interest charges ( interest charges are applicable for conventional plans)
- Revival Form & quote
- Address Proof (self-attested)
- ID Proof (self-attested )
- Income Proof (self- attested if the annual premium amount is more than 1 lakh)
- Personal Statement of Health (PHS) (only for underwriting plans) (PHS not required for Unit Linked Paid up cases)
- Online Payment
- Standing Instructions
- Electronic Clearing Service
- Direct Debit Facility Non ECS Location
- Credit Card Auto Debit
- Bill Pay
- Easy Bill
- MP Online
- Drop Boxes
- Post or Courier
- HDFC Life Branches
- Automated Voice Guided Payment
- Axis Bank Branch
- Yes Bank Branch
- E-Collect
Below are the service touch points for your convenience.
- Call Us: 1860 267 9999 Mon-Sun 10am - 7pm (Local charges apply. Do NOT prefix any country code e.g. +91 or 00)
- Email: Service@HDFCLife.com
- NRI Customers : Please write to us at NRIservice@HDFCLife.com
Revival & Reinstatement of any policy incur a fixed cost, hence to compensate for that expense, INR 250 is charged.
All the Premium notices & reminders are getting dispatched through a normal post without fail but because of incorrect/wrong address or due to some other reasons few of our customers are not getting the same. Hence, would suggest the customer to update their latest contact details as and when it changes and simultaneously ask them to go for My Account to avoid such issues in future.
In conventional Policy, over revival will I get the bonus for duration where the premium was missed?
Yes
Expected maturity value will be based on the bonuses declared during the term of the policy.
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We at HDFC Life understand how crucial it is for you to know the features of your insurance policy. This section will familiarise you with the important features of your insurance policy. For details, please choose a Key Feature Document link belowpertaining to your insurance plan:
- HDFC Life New Immediate Annuity Plan
- HDFC Life Click 2 Protect Plus
- HDFC Life ClassicAssure Plus
- HDFC Life Personal Pension Plus
- HDFC Life Guaranteed Pension Plan
- HDFC Life Super Savings Plan
- HDFC Life Sanchay
- HDFC Life Super Income Plan
- HDFC Life YoungStar Udaan
- HDFC Life Sampoorn Samridhi Plus Plan
- HDFC Life Uday
- HDFC Life Pragati
- HDFC Life Capital Shield - Enhanced 5 Pay
- HDFC Life Capital Shield - Enhanced Single Pay
- HDFC Life Capital Shield - Standard 5 Pay
- HDFC Life Capital Shield - Standard Single Pay
- HDFC Life Click 2 Retire Single Pay
- HDFC Life Click 2 Retire Regular Limited Pay
- HDFC Life Sampoorn Nivesh - Standard (Regular & Limited Pay)
- HDFC Life Sampoorn Nivesh - Standard (Single Pay)
- HDFC Life Sampoorn Nivesh Plan - Enhanced (Regular & Limited Pay)
- HDFC Life Sampoorn Nivesh Plan - Enhanced (Single Pay)
- HDFC Life Click 2 Invest - ULIP
- HDFC SL YoungStar Super Premium
- HDFC SL ProGrowth Flexi
- HDFC SL Pro Growth Maximiser
- HDFC SL Crest
- HDFC SL ProGrowth SuperII
- HDFC Life ProGrowth Plus
- HDFC Life Smart Woman Plan
- HDFC Life Single Premium Pension Super
- HDFC Life Pension Super Plus
- HDFC Life Assured Pension Plan - Standard (Single)
- HDFC Life Assured Pension Plan - Standard (Regular & Limited)
- HDFC Life Assured Pension Plan - Enhanced (Single)
- HDFC Life Assured Pension Plan - Enhanced (Regular & Limited)
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At HDFC Life, we always strive to provide premier products with high benefits to our customers. Details of the Historical Bonus Rates are given below:
| HDFC Money Back Plan (UIN :101N002V01) | |
|---|---|
| 2007-08 | 2.25% |
| 2008-09 | 2.25% |
| 2009-10 | 2.00% |
| 2010-11 | 2.00% |
| 2011-12 | 2.00% |
| 2012-13 | 2.00% |
| 2013-14 | 2.00% |
| 2014-15 | 2.00% |
| 2015-16 | 2.00% |
| HDFC Children's Plan (UIN : 101N010V01) | |
|---|---|
| 2007-08 | 2.25% |
| 2008-09 | 2.25% |
| 2009-10 | 2.00% |
| 2010-11 | 2.00% |
| 2011-12 | 2.00% |
| 2012-13 | 2.00% |
| 2013-14 | 2.00% |
| 2014-15 | 2.00% |
| 2015-16 | 2.00% |
| HDFC SL Endowment Assurance Plan (UIN: 101N001V02 & 101N001V01) | |
|---|---|
| 2007-08 | 2.25% |
| 2008-09 | 2.25% |
| 2009-10 | 1.75% |
| 2010-11 | 2.00% |
| 2011-12 | 2.00% |
| 2012-13 | 2.00% |
| 2013-14 | 2.00% |
| 2014-15 | 2.00% |
| 2015-16 | 2.00% |
| HDFC Savings Assurance Plan (UIN: 101N014V01) | |
|---|---|
| 2007-08 | 3.25% |
| 2008-09 | 3.25% |
| 2009-10 | 3.25% |
| 2010-11 | 3.25% |
| 2011-12 | 3.25% |
| 2012-13 | 3.25% |
| 2013-14 | 3.25% |
| 2014-15 | 3.25% |
| 2015-16 | 3.25% |
| HDFC Assurance Plan (UIN: 101N018V01) | |
|---|---|
| 2007-08 | 3.25% |
| 2008-09 | 3.25% |
| 2009-10 | 3.25% |
| 2010-11 | 3.25% |
| 2012-13 | 3.25% |
| 2013-14 | 3.25% |
| 2014-15 | 3.25% |
| 2015-16 | 3.25% |
| HDFC Personal Pension Plan (Regular Premium) (UIN :101N008V01) | |
|---|---|
| 2007-08 | 2.25% |
| 2008-09 | 2.25% |
| 2009-10 | 2.00% |
| 2010-11 | 2.00% |
| 2011-12 | 2.00% |
| 2012-13 | 2.00% |
| 2013-14 | 2.00% |
| 2014-15 | 2.00% |
| 2015-16 | 2.00% |
| HDFC Personal Pension Plan (Single Premium) (UIN :101N008V01) | |
|---|---|
| 2007-08 | 5.00% |
| 2008-09 | 5.00% |
| 2009-10 | 5.00% |
| 2010-11 | 5.00% |
| 2010-11 | 5.00% |
| 2012-13 | 5.00% |
| 2013-14 | 5.00% |
| 2014-15 | 5.00% |
| 2015-16 | 5.00% |
| HDFC Single Premium Whole of Life Insurance Plan (UIN :101N004V01) | |
|---|---|
| 2007-08 | 5.00% |
| 2008-09 | 5.00% |
| 2009-10 | 4.50% |
| 2010-11 | 4.50% |
| 2011-12 | 4.50% |
| 2012-13 | 4.50% |
| 2013-14 | 4.50% |
| 2014-15 | 4.50% |
| 2015-16 | 4.50% |
| HDFC SL Endowment Gain Insurance Plan (UIN :101N071V01) | |
|---|---|
| 2010-11 | 2.00% |
| 2011-12 | 2.00% |
| 2012-13 | 2.00% |
| 2013-14 | 2.00% |
| 2014-15 | 2.00% |
| 2015-16 | 2.00% |
| HDFC SL New Money Back Plan (UIN: 101N063V01) | |
|---|---|
| 2010-11 | 2.00% |
| 2011-12 | 2.00% |
| 2012-13 | 2.00% |
| 2013-14 | 2.00% |
| 2014-15 | 2.00% |
| 2015-16 | 2.00% |
| HDFC SL Group Savings Plan (UIN: 101N062V01) | |
|---|---|
| 2010-11 | 2.00% |
| 2011-12 | 2.00% |
| 2012-13 | 2.00% |
| 2013-14 | 2.00% |
| HDFC SL ClassicAssure Insurance Plan (UIN :101N076V01) | |
|---|---|
| 2010-11 | 3.00% |
| 2011-12 | 3.00% |
| 2012-13 | 3.00% |
| 2013-14 | 2.75% |
| 2014-15 | 2.75% |
| 2015-16 | 2.75% |
| HDFC Life ClassicPension Insurance Plan (UIN: 101N077V01) | |
|---|---|
| 2011-12 | 3.00% |
| 2012-13 | 3.00% |
| 2013-14 | 3.00% |
| 2014-15 | 3.00% |
| 2015-16 | 3.00% |
| HDFC Life Personal Pension Plus Plan (UIN: 101N091V01) | |
|---|---|
| 2013-14 | 3.00% |
| 2014-15 | 3.00% |
| 2015-16 | 3.00% for Policy Term 10-14 yrs, 3.50% for Policy Term 15-19 yrs, 4.00% for Policy Term 20-24 yrs, 4.50% for Policy Term 25-29 yrs and 5.00% for Policy Term > 30 yrs |
| HDFC Life Sampoorn Samridhi Insurance Plan (UIN: 101N078V01) | |
|---|---|
| 2013-14 | 3.00% |
| 2014-15 | 3.00% |
| 2015-16 | 3.00% |
| HDFC Life ClassicAssure Plus Plan (UIN: 101N089V01) | |
|---|---|
| 2013-14 | 3.00% |
| 2014-15 | 3.00% |
| 2015-16 | 3.50% for Policy Term 10 yrs, 4.00% for Policy Term 15 yrs and 4.50% for Policy Term 20 yrs |
| HDFC Life Super Savings Plan (UIN: 101N090V01) | |
|---|---|
| 2013-14 | 3.50% |
| 2014-15 | 3.50% |
| 2015-16 | 3.50% for Policy Term 15-19 yrs, 4.00% for Policy Term 20-24 yrs and 4.50% for Policy Term > 25 yrs |
| Super Income (UIN: 101N098V01) | |
|---|---|
| 2013-14 | 4.50% |
| 2014-15 | 4.50% |
| 2015-16 | 5.00% for Policy Term 16-20 yrs and 5.50% for Policy Term 22-27 yrs |
| YoungStar Udaan | |
|---|---|
| 2014-15 | 3.50% |
| 2015-16 | 4.00% for Policy Term 15-19 yrs and 4.50% for Policy Term 20-29 yrs |
| Sampoorna Samridhi Plus | |
|---|---|
| 2014-15 | 3.50% |
| 2015-16 | 4.00% for Policy Term 15-19 yrs, 4.50% for Policy Term 20-24 yrs and 5.00% for Policy Term > 25 yrs |
| Uday | |
|---|---|
| 2015-16 | 3.60% |
| HDFC Money Back Plan (UIN: 101N002V01) | |
|---|---|
| Bonus Declaration: 31st March 2010* | 4.00% |
| Bonus Declaration: 31st March 2011* | 10.00% |
| Bonus Declaration: 31st March 2012** | 12.50% |
| Bonus Declaration: 31st March 2013** | 12.50% |
| Bonus Declaration: 31st March 2014** | 13.00% |
| Bonus Declaration: 31st March 2015** | 13.50% for Policy Term 10 yrs and 28% for Policy Term 15 yrs |
| Bonus Declaration: 31st March 2016** | 13.50% for Policy Term 10 yrs and 30.00% for Policy Term 15 yrs |
| HDFC Children's Plan (UIN: 101N010V01) | |
|---|---|
| Bonus Declaration: 31st March 2012** | 8.50% |
| Bonus Declaration: 31st March 2013** | 8.50% |
| Bonus Declaration: 31st March 2014** | 9.5% |
| Bonus Declaration: 31st March 2015** | 9.5% for Policy Term 10-12 yrs and 15% for Policy Term 13-15 yrs |
| Bonus Declaration: 31st March 2016** | 10.00% for Policy Term 10 yrs, 12.00% for Policy Term 11 yrs, 14.50% for Policy Term 12 yrs, 16.50% for Policy Term 13 yrs and 18.00% for Policy Term 14 yrs |
| HDFC SL Endowment Assurance Plan (UIN: 101N001V02 & 101N001V01) | |
|---|---|
| Bonus Declaration: 31st March 2011* | 10.00% |
| Bonus Declaration: 31st March 2012** | 8.50% |
| Bonus Declaration: 31st March 2013** | 8.50% |
| Bonus Declaration: 31st March 2014** | 9.5% for Policy Term 10-12 yrs and 10% for Policy Term > 12 yrs |
| Bonus Declaration: 31st March 2015** | 10.50% for Policy Term 10-12 yrs and 15% for Policy Term > 12 yrs |
| Bonus Declaration: 31st March 2016** | 11.00% for Policy Term 10 yrs, 12.50% for Policy Term 11 yrs, 15.00% for Policy Term 12 yrs, 17.50% for Policy Term 13 yrs, 20.00% for Policy Term 14 yrs, 23.00% for Policy Term 15 yrs and 25.00% for Policy Term 16 yrs |
| HDFC Personal Pension Plan (Regular Premium ) (UIN :101N008V01) | |
|---|---|
| Bonus Declaration: 31st March 2011* | 10.00% |
| Bonus Declaration: 31st March 2012** | 12.50% |
| Bonus Declaration: 31st March 2013** | 12.50% |
| Bonus Declaration: 31st March 2014** | 12.5% for Policy Term 10-12 yrs and 15% for Policy Term > 12 yrs |
| Bonus Declaration: 31st March 2015** | 18.00% for Policy Term 10-12 yrs and 25% for Policy Term > 12 yrs |
| Bonus Declaration: 31st March 2016** | 18.00% for Policy Term 10 yrs, 20.00% for Policy Term 11 yrs, 22.00% for Policy Term 12 yrs, 25.00% for Policy Term 13 yrs, 27.00% for Policy Term 14 yrs and 30.00% for Policy Term 15 yrs |
| HDFC Savings Assurance Plan (UIN: 101N014V01) | |
|---|---|
| Bonus Declaration: 31st March 2013** | 25.00% |
| Bonus Declaration: 31st March 2014** | 20.00% |
| Bonus Declaration: 31st March 2015** | 19.00% |
| Bonus Declaration: 31st March 2016** | 26.00% for Policy Term 10 yrs, 28.50% for Policy Term 11 yrs, 31.50% for Policy Term 12 yrs and 35.00% for Policy Term 13 yrs |
| HDFC Personal Pension Plan (Single Premium) (UIN :101N008V01) 5 | |
|---|---|
| Bonus Declaration: 31st March 2008* | 12.00% |
| Bonus Declaration: 31st March 2009* | 10.00% |
| Bonus Declaration: 31st March 2010* | 10.00% |
| Bonus Declaration: 31st March 2011* | 8.00% |
| Bonus Declaration: 31st March 2012** | 12.50% |
| Bonus Declaration: 31st March 2013** | 12.50% |
| Bonus Declaration: 31st March 2014** | 12.50% |
| Bonus Declaration: 31st March 2015** | 14.00% |
| Bonus Declaration: 31st March 2016** | 15.00% |
| HDFC Personal Pension Plan (Single Premium) (UIN :101N008V01) 6 | |
|---|---|
| Bonus Declaration: 31st March 2008* | 14.00% |
| Bonus Declaration: 31st March 2009* | 12.00% |
| Bonus Declaration: 31st March 2010* | 14.00% |
| Bonus Declaration: 31st March 2011* | 12.00% |
| Bonus Declaration: 31st March 2012** | 15.00% |
| Bonus Declaration: 31st March 2013** | 15.00% |
| Bonus Declaration: 31st March 2014** | 15.00% |
| Bonus Declaration: 31st March 2015** | 35.00% |
| Bonus Declaration: 31st March 2016** | 21.00% |
| HDFC Personal Pension Plan (Single Premium) (UIN :101N008V01) 7 | |
|---|---|
| Bonus Declaration: 31st March 2008* | 19.00% |
| Bonus Declaration: 31st March 2009* | 14.00% |
| Bonus Declaration: 31st March 2010* | 16.00% |
| Bonus Declaration: 31st March 2011* | 16.00% |
| Bonus Declaration: 31st March 2012** | 23.00% |
| Bonus Declaration: 31st March 2013** | 23.00% |
| Bonus Declaration: 31st March 2014** | 23.00% |
| Bonus Declaration: 31st March 2015** | 35.00% |
| Bonus Declaration: 31st March 2016** | 27.00% |
| HDFC Personal Pension Plan (Single Premium) (UIN :101N008V01) 8 | |
|---|---|
| Bonus Declaration: 31st March 2009* | 16.00% |
| Bonus Declaration: 31st March 2010* | 20.00% |
| Bonus Declaration: 31st March 2011* | 20.00% |
| Bonus Declaration: 31st March 2012** | 30.00% |
| Bonus Declaration: 31st March 2013** | 30.00% |
| Bonus Declaration: 31st March 2014** | 30.00% |
| Bonus Declaration: 31st March 2015** | 35.00% |
| Bonus Declaration: 31st March 2016** | 32.50% |
| HDFC Personal Pension Plan (Single Premium) (UIN :101N008V01) 9 | |
|---|---|
| Bonus Declaration: 31st March 2010* | 24.00% |
| Bonus Declaration: 31st March 2011* | 24.00% |
| Bonus Declaration: 31st March 2012** | 35.00% |
| Bonus Declaration: 31st March 2013** | 35.00% |
| Bonus Declaration: 31st March 2014** | 35.00% |
| Bonus Declaration: 31st March 2015** | 35.00% |
| Bonus Declaration: 31st March 2016** | 40.00% |
| HDFC Personal Pension Plan (Single Premium) (UIN :101N008V01) 10 | |
|---|---|
| Bonus Declaration: 31st March 2011* | 28.00% |
| Bonus Declaration: 31st March 2012** | 45.00% |
| Bonus Declaration: 31st March 2013** | 45.00% |
| Bonus Declaration: 31st March 2014** | 45.00% |
| Bonus Declaration: 31st March 2015** | 45.00% |
| Bonus Declaration: 31st March 2016** | 48.00% |
| HDFC Personal Pension Plan (Single Premium) (UIN :101N008V01) 11+ | |
|---|---|
| Bonus Declaration: 31st March 2012** | 52.00% |
| Bonus Declaration: 31st March 2013** | 52.00% |
| Bonus Declaration: 31st March 2014** | 55.00% |
| Bonus Declaration: 31st March 2015** | 60.00% |
| HDFC Personal Pension Plan (Single Premium) (UIN :101N008V01) 12+ | |
|---|---|
| Bonus Declaration: 31st March 2013** | 52.00% |
| Bonus Declaration: 31st March 2014** | 55.00% |
| Bonus Declaration: 31st March 2015** | 60.00% |
| Bonus Declaration: 31st March 2016** | 67.00% for Policy Term 12 yrs, 77.00% for Policy Term 13 yrs, 87.00% for Policy Term 14 yrs and 97.00% for Policy Term 15 yrs |
| HDFC Assurance Plan | |
|---|---|
| Bonus Declaration: 31st March 2014** | 15.00% |
| Bonus Declaration: 31st March 2015** | 18.00% |
| Bonus Declaration: 31st March 2016** | 20.00% for Policy Term 10 yrs, 22.50% for Policy Term 11 yrs and 25.00% for Policy Term 12 yrs |
| HDFC Single Premium Whole of Life Insurance Plan | |
|---|---|
| Bonus Declaration: 31st March 2014** | 11.50% |
| Bonus Declaration: 31st March 2015** | 12.50% |
| Bonus Declaration: 31st March 2016** | 14.00% for Policy Term 10 yrs and 40.00% for Policy Term 15 yrs |
Notes:
- Please refer the policy document for applicability of bonus.
- Terminal Bonus rates are applicable for policies resulting in to claims by maturity in the year following the bonus declaration date.
- * - The rates are applicable on Sum Assured + Vested bonuses.
- ** - The rates are applicable on Sum Assured.
- Insurance is the subject matter of the solicitation
- HDFC Standard Life Insurance Company Ltd. Reg.No.101
- Payout of bonus is subject to company declaring the same
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| Sr. No | Documents | Identity Proofs | Address Proofs |
|---|---|---|---|
| 1 | Passport | Y | Y |
| 2 | PAN | Y | - |
| 3 | Voter’s Identity Card | Y | Y |
| 4 | Driving License | Y | Y |
| 5 | Written confirmation from the banks where the prospect is a customer, regarding identification and proof of residence |
Y | Y |
| 6 | Aadhaar Card | Y | Y |
| 7 | Job card issued by NREGA duly signed by an officer of the State Government (if contain the address) |
Y | Y |
| 8 | Letter issued by the Unique ldentification Authority of lndia or National Population Register containing details of name, address and Aadhaar number |
Y | Y |
| 9 | Letter issued by a gazetted officer, with a duly attested photograph of the person (if contain the address) |
Y | Y |
| 10 | Identity card with applicant's photograph issued by Central/State Government Departments, Statutory/Regulatory Authorities, Public Sector Undertakings, Scheduled Commercial Banks, and Public Financial Institutions (if contain the address) |
Y | Y |
| 11 | Property or Municipal tax receipt | - | Y |
| 12 | Post office savings account statement | - | Y |
| 13 | Pension or family pension payment orders (PPOS) issued to retired employees by Government or Public Sector Undertakings, if they contain the address |
Y | Y |
| 14 | Letter of allotment of accommodation from employer issued by State or Central Government departments, statutory or regulatory bodies, public sector undertakings, scheduled commercial banks, financial institutions and listed companies. Similar, leave and license agreements with such employers allotting official accommodation (if contain the photograph) |
Y | Y |
| 15 | Documents issued by Government departments of foreign jurisdiction and letter issued by Foreign Embassy or Mission in India (if contain the photograph) |
Y | Y |
| 16 | All utility bills (electricity, telephone, post-paid mobile phone, piped gas, water bill) not more than 2 months old |
- | Y |
| 17 | Bank account statement wherein his permanent/present residence address is available, provided it is not older than six months as on the date of acceptance (if contain the photograph) |
Y | Y |
| 18 | Written confirmation from the banks where the prospect is a customer, regarding identification and proof of residence |
Y | Y |
List of Official Valid Documents for KYC purposes
| Features | Documents |
|---|---|
| lnsurance Contracts with companies | i. Certificate of incorporation and Memorandum & Articles of Association ii. Resolution of the Board of Directors iii. Power of Attorney granted to its managers, officers or employees to transact business on its behalf iv. An officially valid document in respect of managers, officers or employees holding an attorney lo transact on its behalf |
| Insurance Contracts with partnership firms | i. Registration certificate, if registered ii. Partnership deed iii. Any officially valid document respect of the person holding attorney to transact on its behalf. |
| lnsurance Contracts with trusts & foundations | i. Certificate of registration ii. Trust Deed iii. Any officially valid document to identify the truslees, settlers, beneficiaries and those holding Power of Attorney, founders/ managers/ directors and their addresses |
Any other 'Officially valid document' that shall be notified by the Central Government, in consultation with the Regulator from time to time.
| Sr. No | Source of Fund / Proof of Income Document | Resident Indian | NRI | |||||
|---|---|---|---|---|---|---|---|---|
| Salaried | Self Employed / Business | Agriculturist | HRI/PEP | Special Jurisdictions | Salaried | Self Employed / Business | ||
| 1 | Salary slip / certificate – issued in last 3 months | Y | N | N | Y | Y | Y | N |
| 2 | ITR / Form 16 / assessment orders / Computation of Income | Y | Y | Y | Y | Y | Y | Y |
| 3 | Bank statement which establishes the Source of Fund / Bank statement (preceding 6 months) – addition of non cash credits | Y | Y | Y | Y | Y | Y (Indian bank statement) |
Y (Indian bank statement) |
| 4 | Audited Company accounts | N | Y | N | Y | Y | N | Y |
| 5 | Audited firm accounts and Partnership Deed | N | Y | N | Y | Y | N | Y |
| 6 | Chartered Accountant’s Certificate | N | Y | N | Y | Y | N | Y |
| 7 | Fixed deposits statements/liquidation entries in bank statement, mutual fund receipts / redemption statements will be considered as valid proof of income / source of fund documents | Y | Y | Y | Y | Y | Y | Y |
| 8 | Rent receipt (issued in last 3 months) with valid agreement | Y | Y | Y | Y | Y | Y | Y |
| 9 | Mandi receipt / Form J / agriculture records | N | N | Y | N | N | N | N |
| 10 | Foreign Bank statement of specific countries showing credits (preceding 6 months) | N | N | N | N | N | Y | Y |
| 11 | Bank Statements reflecting cash credit transactions, where individual transaction value per instance and on a particular transaction date do not exceed Rs. 1,00,000 | N | N | N | N | Y | N | N |
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HDFC LIFE ONLINE INSURANCE PLANS
HDFC Life Click 2 Protect 3D Plus
A term insurance plan that provides you protection at an affordable cost
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HDFC Life Click 2 Invest ULIP
An online unit linked plan with life insurance cover.
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HDFC Life Cancer Care
Get lumpsum benefits on diagnosis of cancer
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HDFC Life Easy Health Plan
A lumpsum benefits on hospitalization / undergo any Surgical Procedure / diagnosed.
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HDFC Life (HDFC Standard Life Insurance Company Limited) is one of the leading private life insurance companies in India offering various insurance policies that best suits your need.
Our vision is to provide innovative and customer-centric insurance plans that can help our customers secure their family's future as well as help them with other benefits such as tax savings. Keeping this in mind we offer a large range of life insurance plans such as term insurance plan, women's plan, health insurance plans, pension plans for retirement planning, child education plans, ULIPs, saving and investment plans. Most of these life insurance policies are available online, so buy one today and Sar Utha Ke Jiyo!
Corporate Office & Registered Address: HDFC Standard Life Insurance Company Ltd.Lodha Excelus, 13th Floor Apollo Mills Compound, N.M. Joshi Marg, Mahalaxmi, Mumbai – 400011, Maharashtra, India.Telephone–(022)67516666
Copyright © 2016 HDFC Standard Life Insurance Company Limited. All Rights Reserved.
Disclaimer: For more details on risk factors, terms and conditions and exclusion please read the product brochure before conclusion of sale. Local charges apply
Insurance is the subject matter of the solicitation. For more details on risk factors, associated terms and conditions and exclusions please read the product brochure before concluding a sale. HDFC Standard Life Insurance Company Limited. IRDAI Registration No 101, granted on 23rd October, 2000 by IRDAI.
ARN: MC/08/2013/3534
BEWARE OF SPURIOUS PHONE CALLS AND FICTITIOUS/FRAUDULENT OFFERS
IRDAI clarifies to public that
1.IRDAI or its officials do not involve in activities like sale of any kind of insurance or financial products nor invest premiums.
2. IRDAI does not announce any bonus. Public receiving such phone calls are requested to lodge a police complaint along with details of phone call, number.
3. Public receiving such phone calls are requested to lodge a police complaint along with details of phone call, number.