• Webpages
  • Documents
  • HDFC Life ClassicAssure PlusInvestment
  • HDFC Life ClassicAssure PlusInvestment
  • HDFC Life ClassicAssure PlusInvestment

Online Buy Support


Branch Locator

Policy Holder Services


Fund Performance Check

Online Buy Support

Branch Locator

Policy Holder Services

Fund Performance Check

1 Customer Support

HDFC Life has a skilled and dedicated centralized operations team to support end to end customer service requirements of corporate clients.
The team provides servicing support to process customer service requests and query resolution while maintaining high standards of quality.
Group Operations Team can be reached basis the policy availed from HDFC Life:
Group Term Insurance (GTI) @ 
[email protected]
Credit Protect (CP) @ [email protected]
Group Unit Linked Plan @ [email protected]

1 Go Green

Go Green is an HDFC Life initiative that promotes environmental values towards saving the planet. Going green looks and feels right, plain and simple.

Benefits of the Go Green

  • Save the Earth
  • Enhanced turnaround time
  • Paperless transactions
  • Easy and faster retrieval of data
  • Tamper proof data

Services offered under Go Green

  • Electronic Pay-out : This facility helps the insurer to transfer funds into policyholders account through RTGS or NEFT
  • Digitally signed communication: a document which is digitally signed authenticates the identity of the person and ensures that original content of the document is unchanged.
  • Registered E-mail ID : This facility allows the trustees / policyholder to send scanned image of signed documents through authorized email id’s and hard copy instructions can be waived off.

To sign up and assist in our Go Green objective please fill the, attached form

Downloads

  • Critical Illness Claim Form Download Icon Email Icon
  • Pradhan Mantri Jeevan Jyoti Bima Yojana - Claim Form (English) Download Icon Email Icon
  • Employer Certificate Download Icon Email Icon
  • Accidental Total Permanent Disability Download Icon Email Icon
  • Death Claim Form Download Icon Email Icon
  • Pradhan Mantri Jeevan Jyoti Bima Yojana - Claim Form (Hindi) Download Icon Email Icon
  • Doctor's Certificate Download Icon Email Icon
  • Death Claim Under Special Cases (Natural Disasters, Calamities, Bomb Blasts) Download Icon Email Icon

1 Funding Business (ULIP/ Traditional)

What details / documents are required for Additional Contribution request received for funding – Unit Linked and Non Unit Linked Plans?

The following details / documents are required for Additional Contribution request received for funding business (Unit Linked and Non Unit Linked Plans):

A. For Additional Contribution DB (Defined Benefit):

  1. Duly filled Contribution form with authorised trustee signature and trust stamp on the contribution form.
  2. Fund Transfer details along with UTRN/Bank details/PIS details in case of cheque.


B. For Additional Contribution DC (Defined Contribution):

  1. Duly filled Contribution form with trustee signature and trust stamp on the contribution form
  2. Fund Transfer details along with UTRN/Bank details/PIS details in case of cheque
  3. Member annexure form with Contribution details.


Please note as per IRDA notification dated 26th of July 2019 viz. IRDAI (Non Linked Insurance Products) Regulations, 2019 and IRDAI (Unit Linked Insurance Products) 2019, written consent has to obtain from the client to continue and adding new members under the existing Group Variable plan (GVIP).

As per the new IRDAI CIRCULAR (IRDA/Act/GDL/PRD/135/06/2012) dated 13th June 2012, no new members can be enrolled in the superannuation Schemes launched prior to 28/Mar/13.

Which are the documents required for Merger of the Trust?

The documents below are required for merger of the Trust (cases where policies of both the Trust are maintained with HDFC Life):

  1. Documents of the policy to be surrendered (Claim form and Policy documents).
  2. Copy of Board Resolution.
  3. Acknowledgement copy of request letter sent to Commissioner of Income Tax (CIT) for approval.
  4. Copy of Court Order.
  5. Letter from the client to transfer funds from surrendered policy and move the proceeds to another policy. (Common letter will suffice if the Trustees are same for both the policies)
  6. PAN  card of any one of authorized signatories attested with Trust stamp and signed by  authorities

Note: Policy will be surrendered on T Day and New Business will be set up on T+1 day subject to cut off norms.

 All the above documents need to be attested by the Trust and signed by the Trustees.

What is the validity of a cheque issued?

As per RBI guidelines with effect from 1 April' 2012, all cheques/Demand Drafts/Pay orders with mentioned dated 01/04/2012 will be valid for 3 Months from the date of issue.

Would it be possible to include the new members in the existing Superannuation policy?

As per the new IRDAI CIRCULAR (IRDA/Act/GDL/PRD/135/06/2012) dated 13th June 2012, no new members can be enrolled in the superannuation Schemes launched prior to 28/Mar/13.

Further  as per the IRDA notification dated 26th of July 2019 viz. IRDAI (Non Linked Insurance Products) Regulations, 2019 and IRDAI (Unit Linked Insurance Products) 2019, written consent has to be obtained from the client to continue and adding new members under the existing Group Variable plan (GVIP). 

Which modes of request can help us avoid physical policy servicing for form transitions?

Hard copies for the policy servicing request are not required in case the request is received through:

  1. Registered Email ID
  2. Group Portal
  3. Indemnity Mandate signed

Can fund switch and premium redirection request be processed on the same day for a particular policy?

Yes, fund switch and premium redirection can be processed on the same day for a particular policy, wherein fund switch is processed first followed by premium redirection request.

Note: Contribution cannot be processed along with this transaction.

Which documents/details are required for NEFT service?

Complete NEFT mandate form duly signed by authorised signatories and attested with Policy holders stamp to be sent along with the following: Cancelled cheque (with IFSC, Bank account number & name of the client trust)

OR

Bank official stamp and sign on the NEFT mandate form with account number, name of client trust and IFSC details without any overwriting.

What are the check points while sending the NEFT mandate?

Following are the check points while sending across the NEFT mandate:

  1. Cancelled cheque copy to be sent along with the duly filled mandate form.
  2. The details mentioned in the mandate should tally with the cancelled cheque copy such as IFSC, account type (saving / current) and account number.
  3. The mandate to be duly signed by authorised signatory and attested by a trust stamp.
  4. Wherein cancel copy of cheque is not available, Bank official stamp and sign on the NEFT mandate form with account number, name of client trust and IFSC code details without any overwriting.

What is the procedure for surrendering the existing policy and transferring the Corpus to the new policy with HDFC Life?

For surrendering the existing policy and transferring the Corpus to the new policy with HDFC Life, below documents are required:

  1. Surrender letter mentioning the reason for surrender signed by the authorised signatories.
  2. Original policy document from the Client.
  3. Documents for setting the new policy.
  4. In case if there are no changes in the existing board resolution, Trust deed and rules, then a letter stating the same to be provided by the Trustees.
  5. Policy to be surrendered on T Day and New Business to be set up on T+1 day subject to cut off norms.
  6. PAN card of any one of authorized signatories attested with Trust stamp and signed by  authorities

What if the Trust does not have a Pan Card?

PAN Card details are mandatory for premium equal to or above ₹ 50,000. If the Trust does not have a PAN Card, then the Trust needs to apply for PAN Card / provide us with Form 60 or 49 A with every contribution.

Would a signed scanned copy of policy servicing form be mandatory for Funding Business?

Funding: The signed scanned copies of the policy servicing forms to be provided for funding Business (GULP / Group Traditional Plan set up for Gratuity / Pension / Leave Encashment schemes) if the request is received through registered email ID. Please note soft copies of member information form / account information form for SA DC clients is required to initiate the request.

Can Transaction wise statement be provided in Superannuation DC Schemes?

Transaction wise statements can be provided to Superannuation DC clients in following scenarios:

  1. Either on policy anniversary or 31st of March.
  2. Transaction wise statement can be provided to the members if request is received through portal.
  3. If the transaction wise statement request is received through email mode (more than once, which includes below scenarios).
  4. The member would be charged ₹ 100 or ₹ 50 wherein already Group Portal Facility is provided. Please check policy details for exact applicable charges. 
  5. Transaction wise statement for Superannuation DB clients is non-chargeable.
  6. Member wise /Group wise Fund statement can be provided to the clients which is non-chargeable for new products (GVIP, Par Pension, New Gulp Pension).

Which are the documents required for surrendering the policy?

The documents required for surrendering the policy are as follows:

  1. Surrender letter mentioning the reason for surrender signed by authorised signatories.
  2. Original policy document from the Client.

Which are the documents required for Change in Trust name?

The below documents are required from the client for Change in Trust name:

  1. Board Resolution
  2. Trust Resolution stating the name change
  3. Change in Trust name letter
  4. Bank Particulars
  5. Attested copy of Pan card with the new trust name
  6. Trust Stamp and Trustee signature to be incorporated on all the documents
  7. Deed of Variation is applicable if required.

Which are the documents required for Change in address of Trust?

The below documents are required from the client for Change in address of Trust :

  1. Board Resolution
  2. Trust Resolution stating the address change
  3. Letter from Trustees of the client mentioning the address change
  4. Bank Particulars ( incase if any changes in bank details due to change in address of trust)
  5. All documents has to be attested with Trust Stamp and  signed by authorized signatories.

Which documents are required for Change in Trust Name in case of partnership firms and companies?

The following documents are required:

  1. In case of partnership firms - revised Partnership Deed, PAN Card and Bank Account particulars
  2. In case of Companies -Resolution passed by the Board, fresh certificate of incorporation, PAN Card and Bank Account particulars
  3. In case of Trusts - Letter from Trustees, Resolution passed by the Trustees, fresh certificate of incorporation of Employer, PAN Card and Bank Account particulars
  4. Deed of Variation is applicable if required

Which documents are required for Change or Addition in Trustees?

The following documents are required:

  1. A Trust resolution stating that the new Trustees have been appointed.
  2. Trust resolution should state that decisions on behalf of the Trust can be taken by the newly appointed Trustees jointly / severely on behalf of the Trust.
  3. Specimen Signature of the newly appointed Trustees.
  4. If all the existing Trustees are resolved then a complete set of new appointed Trustees are required and the same should be signed by the authorised Signatory of the Company. (Chairman/ Company Secretary/ Managing Director)
  5. PAN Card of any one of authorized signatories attested and signed by authorized signatories.

How many members are at the least required at the time of New Business for the funding products?

Minimum numbers of members required are as follows:

  1. GULP Pension - 10
  2. GULP Life - 10
  3. GVIP - 10
  4. Traditional Plan - 50 

What is the minimum amount of premium required for the New Business of funding products?

Minimum premium amount at New Business are as follows:

  1. GULP Pension – ₹ 5 Lacs
  2. GULP Life - ₹ 5 Lacs
  3. GVIP - ₹ 5 Lacs
  4. Traditional Plan: There is no specific minimum premium that needs be paid.
  5. There is no specific maximum premium amount per scheme or per member. However, the company may choose to not accept premiums larger than ₹ 50 Cr if this were not in the wider interests of the fund receiving the investment at that time.

For which products NRA details are required?

NRA details are required for the following products:

  1. GULP Pension – NRA required for DC schemes
  2. GULP Life - NA
  3. GVIP – NRA required for DC schemes
  4. Traditional Plan - NRA required for DC schemes

For which products DOB details are required?

 DOB details are required for the following products:

  1. GULP Pension – DOB required for DC schemes
  2. GULP Life - NA
  3. GVIP – DOB required for DC schemes
  4. Traditional Plan - DOB required for DC schemes

Whose name should be the cheque received from group clients, be drawn on?

Cheque should be drawn on:-

  1. HDFC Life Insurance Company Ltd

What are the Fund Transfer details?

Details of Fund transfer within the country are as below:

For Unit Linked policies and Non Unit Linked policies:

Bank Name

HDFC Bank Ltd.

Bank Address

HDFC Bank Ltd.
Ground Floor, Jehangir Building M G Road Fort , Mumbai 400 001

Bank A/C No.

57500000195130

A/C Name

HDFC Life Insurance Co. Ltd. GROUP CONVENTIONAL COLLECTION A/C

IFSC Code

HDFC0000060

What RCD will be given for New Business / Contribution received in Non unit linked Plan?

Payment received via cheque mode: RCD will be as on cheque clearance date subject to documents being received by 3PM.

Payment received via fund transfer / RTGS: RCD will be subject to funds being received at HDFC Life account by  1.45 pm and available for investment and documents being received by 3PM. (Such transfers to be notified by phone call and email to [email protected] (HDFC Life)

Cut-off timings may vary as per RBI notifications.

 Which are the businesses that have been discontinued effective 1st Aug’13?

Effective 1st Aug’13, following new business has been discontinued:

  1. Credit Protect - 1 year term
  2. GVTI - 1 year term
  3. GULP - Life & Pension - DC schemes
  4. GULP Option "O" and "N" (both Life DB ) which were open for sale have now been stopped for New Business
  5. GTP and GCP --- Life and Pension new business as well as new member additions are no longer allowed
  6. Old Group Traditional
  7. DIP
  8. Old Group Variable Employee Plan

2 Non Funding Business (GTI)

3 Credit Protect Plan

4 PMJJBY - Group Term

5 Group Health Shield

Which documents are required for new business of Non Employer Employee (NEE)?

The documents required are as follows:

  1. Proposal form
  2. Premium Rates Table signed & soft copy/ NML limits
  3. Standard Operating Process (SOP)
  4. Pan Card - Pan card copy of the Policyholder and authorized signatory
  5. Cheque copy or Fund transfer details
  6. Member data in uploader file format (Soft copy)
  7. Float amount needs to be collected as per SOP
  8. Certificate of Registration granted by RBI (For Regulated business) or Certificate of Incorporation (For Non Regulated business)
  9. Credit Life / Affinity quote template signed by Partner and Account management team

What details are required for a domestic fund transfer (within India)?

Details of Fund transfer are as below:

Bank Name

HDFC Bank Ltd.

Bank Address

HDFC Bank Ltd.
Maneckji Wadia Bldg, Gr Flr
Nanik Motwani Marg,
Mumbai 400 001.

Bank A/C No.

00602300010866

A/C Name

HDFCSL CREDIT PROTECT

IFSC Code

HDFC0000060

Which products are covered under the Group Health Shield plan?

Group Health Shield (GHS) covers Group Health Credit (GHC) & Group Health Term (GHT).

What is the minimum policy term for GHS that can be opted for?

1 Year.

What is the maximum policy term for GHS that can be opted for?

5 Years.

What is the minimum entry age acceptable in GHS policy?

1 Year.

What is the Free Look in period for GHS policy?

15 Days.

What is the Grace Period for renewal of GHS policy?

30 Days.

Is Suicide Clause applicable in GHS?

No

Is there any Maturity Benefit in GHS?

No

What is the processing TAT for various processes?

Refer below grid for TAT details.

Processes

TAT

New Business

T+7

Issuance

T+3

Refund Payout

T+3

Alteration

T+1

* Only working Days need to consider for Above TAT

You can let us know of your concerns through any of our touch points mentioned below.

  • Option 1: You can visit the nearest HDFC Life branch. To know more about branch address & timing's click here branch locator.

NOTE: Branches are closed on Sundays, national holidays and region-specific public holidays.

  • Option 2: Call us between 10 AM – 6 PM (Mon - Fri ) on the HDFC Life Group Claims  No. 022 6751 6250  (Local Charges Apply). DO NOT prefix any country code e.g. +91 or 00.
  • Option 3: Write to us from your email ID at [email protected]. If your concerns are not satisfactorily resolved, you are requested to submit the same online by filling out the form below.
  • Option 4:  Escalation matrix :

Original: Group Claim
Email Id: [email protected] 
022 6751 6250

Please fill the form below to share your concern.

  1. Fields marked with "*" are mandatory to be filled.
  2. Name must be identical to that mentioned in your Certificate of Insurance (COI)

State Your Concern

Section I: Master Policy Holder Details

Section II: Claimant/Nominee Details

(0/ 300)

INT/EU/08/21/24867