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ALL UNIT LINKED POLICIES ARE DIFFERENT FROM TRADITIONAL INSURANCE POLICIES AND ARE SUBJECT TO DIFFERENT RISK FACTORS. IN THIS
POLICY THE INVESTMENT RISK IN YOUR CHOSEN INVESTMENT PORTFOLIO IS BORNE BY YOU.
* The entire form is to be filled in black ink only. Use CAPITAL letters for information required in boxes with a space between words. Use separate proposal forms for
each plan. Any cancellation/alteration is to be signed by the proposed policyholder or life to be assured as appropriate.
* All relevant supporting documents are to be provided. Nomination should be done when proposal is on own life.
* All information provided here shall be relied on and should be accurate, complete and true in all respects for processing the proposal quickly. In case you have any
doubt whether the particular information is material or not, please disclose the information.
* Where the proposed policyholder has not filled up the application form or where he/she has affixed the thumb impression, the corresponding declarations are to be
completed.
* Section B (questions 9, 10,12 and 13) and Section C (questions 2 and 3) are mandatory only where the life to be assured and the proposed policyholder are the
same. Email, Pin code and Contact numbers are mandatory. Contact details mentioned herein will be used for future communication.
* The plans mentioned in this proposal form have been approved by IRDAI (Insurance Regulatory and Development Authority of India) and have been allotted an
Unique Identification Number (UIN). This number is available in our sales literature and also on IRDAIs website for verification.
Notes: a) For any additional forms, annexes, questionnaires or drafts of declarations and affidavits, please contact your financial
consultant.
License No:
Company Lead:
IA / CAO Name:
Channel code:
Bancassurance Code:
Channel Partner Customer ID:
FOS code:
Branch code:
Simultaneous Proposals:
Yes
No
Tele code:
Payment Details:
Consolidated Payment:
Cash
Yes
Cheque
No
DD
Form:
Signature of FC:
No
Page
Count
Aadhar Card
Age Proof
ID proof
Receipt No:
No of Simultaneous Proposals:
Yes
Received at
Client ID:
No
Yes
PAN Card
SI Mandate
Comments:
Product Code:
UC1
Is PPH / LA an Employee:
* To be filled in by Certified Financial Consultant * IA / CAO Insurance Associate / Corporate Agency Officer
Particulars
Plan Selection: Please update the desired plan and Plan Options in Section A (plan details) of the application form. The table below indicates
the Plans and various features available with the plan. You are requested to study it thoroughly before indicating the plan / benefits that you
desire.
Plans
ProGrowth Super
Frequency
Annual
Annual
Save Benefit :
(a) Life Option
(b) Life & Health Option
Save-n-Gain Benefit :
(a) Life Option
(b) Life & Health Option
Annual
Half Yearly
Monthly**
ProGrowth Plus
Annual
Half Yearly
Monthly**
Crest
Annual
None
Single
None
YoungStar Super
Premium
ProGrowth Flexi
ProGrowth Maximiser
Invest Wise
Single
None
Smart Woman
Single
(a) Classic
(b) Premier
(c) Elite
Sampoorn Nivesh
Annual
Half-Yearly
Quaterly
Monthly**
Single
Annual
Half-Yearly
Quaterly
Monthly**
Single
Plan Options:
(a) Life Option
(b) Extra Life Option
Additionaly, also choose one of the
following
Benefit options:
(a) Classic Benefit
(b) Classic Plus Benefit
(c) Classic Waiver Benefit
None
Single Premium Top - Ups are available with HDFC SL ProGrowth Maximiser and HDFC Life Sampoorn Nivesh *Not available to housewives and
student ***Life to be Assured should be female life. Spouse cover on life of spouse only in Elite option of the plan. Life Assured should be married
on date of proposal to opt for Elite option.
**Subject to our prevailing operational rules, it may be required for Monthly Frequency to be taken with ECS/SI & and to pay first 3 months
premium in advance along with the Proposal Form.
Plan Name:
Plan Option:
Benefit Option:
Regular 10
Quarterly
7500.00
300000.00
300000.00
Amount: 7500.00
Payment Details:
DEBIT_CARD
Drawn on (Bank name):
Date: 18-Dec-2015
Cheque/DD No:
Kindly indicate % of allocation in below mentioned funds as applicable ( not applicable if Life Stage Asset Allocation is chosen)
Fund
Income Fund
Balanced Fund
Allocation in %
60
Fund
Equity Plus Fund
Allocation in %
0
0
0
20
20
0
In case the life to be assured is the guardian of a disabled person, is this insurance policy being taken primarily to protect the disabled person?
UID Number:
Do you want the policy in Demat form?
Yes
No If yes,insurance account number
If a policy is requested in demat format, it will not be given in physical form if policy is given in physical format. It will not be given in demat form.
MR
First Name:
Harvinder
Middle Name:
Last Name:
Singh
Maiden Name:
(Only for married females)
Paramjeet Kaur
No
KARNAL
* Proposer/policy holder other than individual please mention 'Legal name' in the Name column
2. DOB (DD/MM/YYYY)
4. Marital Status
3. Gender
27-Oct-1985
Male
5. Nationality
Indian
Married
Aadhar Card
Graduation
NO
9. Visible Identification
10. PAN:
Applied For
CSVPS1996N
Not Applicable
*PAN is mandatory for all applications where as on date of application, the cumulative amount of
(Document submitted):
PAN Card
Serial No:
Mailing :
Voter ID
Permanent :
If residential proof provided other than of self / spouse / father, then please specify the name of owner of residence:
16. Where would you like to receive all your communication?
SMS
Tele Calls
Residence
Office
Permanent
H.no-703
Street / Area:
Sector-6
Landmark:
City/Distri Karnal
State:
Pin Code:
132001
Haryana
Pin Code:
State:
Mobile:
9416166122
Telephone No (R):
Telephone No (O):
Fax No:
E-mail Address:
harvindersingh1985@gmail.com
Salaried
JE
500000.00
BSNL
KARNAL
Please provide in detail the exact nature of work performed by you in connection with your
present employment or business. (For e.g. clerical, mechanical, supervisory job, etc.)
Maintenance
Please provide details, if any, regarding your occupation or business, which may render you
No
susceptible to injury or illness. (e.g. exposure to chemical substances/hazardous
materials/harmful dust or gases/ explosives/ working at heights/ handling heavy machinery etc.)
Electronics and Telecommunications
Maintenance
If Premium & Single Premium Top-Ups, wherever relevant is equal to or more than Rs. 1 Lakh, please enclose proof of
Business
0
House Property
0
Capital Gains
Investments
Agriculture
0
Others
0
Total
100%
NO
Definition of a Politically Exposed Person: Politically exposed persons are individuals who are or have been entrusted with prominent public functions in a foreign country, their family members
and close relatives such as Heads of States or of Governments, Senior politicians, Senior government/judicial/military officers, Senior executives of state-owned corporations, Important political
party officials, etc.
4. Do you take part in any hobbies/activities that could be considered dangerous in any way? e.g. aviation (other than as a fare-paying
No
passenger), mountaineering, deep sea diving or any form of racing?
If Yes, please provide details
HOUSEWIFE kindly submit Housewife Addendum *STUDENTS kindly state 1. The course being pursued 2. Name and address of college/institution (excluding coaching classes) 3. Duration
of the course 4. Year/semester/standard Address of present employer or business premises if self employed and address of registered office/main place of business in case of other entities)
9Proposer/policy owner is other than individual please mention Designation & fill Legal Form , 10Address of present employer or business premises if self employed and address of registered
office/main place of business in case of other entities
5. Have you resided overseas for more than 6 months continuously during the last five years, or do you intend to travel overseas in the
No
next six months?
If you have answered Yes to the question, please give the names of the countries and duration of stay:
Yes / No
Countries
Duration
Past Travel
No
Months
Future Travel
No
Months
6. Do you have any existing insurance cover of premium paying and/or paid up policies (excluding group term insurance plan taken by
No
your employer)?
If Yes please provide the following details:
(All amounts in Rupees)
A.
C.
D.
How much of this cover i.e. (i+ii+iii) was taken out in the
last 1 Year?
E.
How much of the cover in (A) was taken out during the
last five years?
7. Have you submitted any simultaneous applications for life insurance at any of our offices or to another life insurance company,
which is still pending OR are you likely to revive lapsed policies?
No
If Yes please give details of those proposals (All amounts in Rupees)
To be Revived
Already Proposed
A. Sum Assured payable on death
B. Name of the company/ies
C. Types of products
D. Purpose of cover
8. Has any application for insurance on your life been:
Yes
Postponed?
No
No
No
Declined?
No
Withdrawn by yourself?
No
9. Height
Cms (or)
Feet
No
Policy Number
11 Inches
10. Weight
Reason
75
Kgs.
Yes
No
Consumed As
Quantity
a. Alcohol
No
b. Tobacco
No
c. Are you currently consuming or have you ever consumed narcotics or any such other substance whether prescribed or not?(for example
ganja, hashish, heroin, cocaine, charas, marijuana, etc.)
No
* 1 unit equivalent to 330 ml of beer / 125 ml of wine / 30 ml of spirits ** 1 unit equivalent to 1 cigar / 1 cigarette / 1 bidi. If chewing tobacco
please specify how many grams per day.
12. State the name and address of your usual doctor who attends you in the event of illness, OR if you have been consulting with this
doctor for less than 3 months, the name and address of your previous doctor.
Name:
House / Flat No:
Street / Area:
City:
State:
Telephone No
Email :
Pin Code:
Mobile:
No
Please tick if
Yes
Yes
(a) Diabetes
No
(k) Stroke
No
No
No
No
No
(d) Epilepsy
No
No
No
No
(f) Arthritis
No
No
No
No
No
(i) Tuberculosis
No
No
No
No
No
No
No
No
No
No
No
No
If you have answered ''Yes'' to any of the sub questions [I (a to s), II, III, IV, V and VI] asked under question 14 of this section, please answer the
following
Nature of Illness/Accident
Date of
Name and Address of
Details of Investigations
Under
Fully
Diagnosis
the Doctor
Done
Medication recovered
/Event
(Yes/No)
(Yes/No)
14. To be answered by the female life to be assured: Please tick the appropriate answer to all of the questions below.
(a) Are you presently pregnant?
(b) If Yes, how many weeks? Kindly attach the Pregnancy Questionnaire
(c) Do you have a history of past an abortion, miscarriage, Caesarian section or complications during pregnancy?
Special Woman Plan Questionnaire to be completed if answer is Yes
(d) Have you ever had any disease of uterus, cervix, or ovaries?
(e) Have you given birth to a child with any congenital disorder like Down syndrome?
Special Woman Plan Questionnaire to be completed if answer is
(f) Have you ever undergone hysterectomy? *
* Please attach hysterectomy questionnaire and histopathology reports if answered as Yes
If you have answered Yes to (d), please give details below (If required please attach separate sheet):
15. We may require you to undergo medical examinations/tests. Some of the medical tests may require you to observe fasting. Please
indicate your preference of location, near which the medical tests can be conducted.
16. Family history of the life to be assured.
Please tick the appropriate answer to all of the questions below:
Have any of your parents, brothers or sisters died or suffered prior to the age of 65 years from:
No
a) Heart disease?
b) High blood pressure?
c) Stroke?
d) Diabetes?
e) Kidney disease?
f) Cancer?
g) Any form of paralysis, any hereditary disorder (such as Huntingtons disease,
Polycystic disease of the kidney or familial polyposis of the colon)?
If you have answered Yes to any of the questions above, please give details:
Relation to the life
to be assured
Disease
Age of Diagnosis
Alive/Deceased
Current Age/
Age at death
NOMINEE SECTION
Nominee 1 :
Title:
100% allocated
MRS
First Name:
Gender:
Female
DOB :
Paramjeet
Middle Name:
Last Name:
Kaur
Wife
Same as stated on page 4, if different then please fill the fields below
H.no-703
Street / Area:
Sector-6
City/District :
Karnal
Pin Code:
State:
Haryana
Mobile:
132001
E-mail Address:
Nominee 2 :
Title:
Date of Birth:
Gender:
First Name:
Middle Name:
Last Name:
Relationship of nominee / beneficiary/proposed policyholder to life to be assured:
Correspondence Address:
Same as stated on page 3, if different then please fill the fields below
Pin Code:
State/District:
Mobile:
27-Dec-1989
Nominee 3 :
Title:
Date of Birth:
Gender:
First Name:
Middle Name:
Last Name:
Relationship of nominee / beneficiary/proposed policyholder to life to be assured:
Correspondence Address:
Same as stated on page 3, if different then please fill the fields below
Pin Code:
State/District:
Mobile:
E-mail Address:
Nominee 4 :
Title:
Date of Birth:
Gender:
First Name:
Middle Name:
Last Name:
Relationship of nominee / beneficiary/proposed policyholder to life to be assured:
Correspondence Address:
Same as stated on page 3, if different then please fill the fields below
Pin Code:
State/District:
Mobile:
E-mail Address:
(To be filled only if nominee/beneficiary is minor. The Appointee must not be life to
be assured)
Gender:
Client Code (Office use only):
First Name:
Middle Name:
Last Name:
DOB :
correspondence Address:
Same as stated on page 4, if different then please fill the fields below
Pin Code:
State:
Mobile:
E-mail Address:
Signature of appointee accepting the appointment:
(appointee cannot affix thumb impression)
Occupation
Place:
Place:
Date: 18/12/2015
Date:
Mobile:
Mobile:
Above signature and Mobile number will be used for all future interactions and verification. Please provide your in-use mobile no and sign as per
DOB :
Amount of Insurance :
Within the last 5 years, I have neither been hospitalized for, required medication or treatment for, nor consulted a physician (to include a follow-up visit) due to,or as a
result of, any of the following: alcohol or drug abuse, heart or circulatory disorder, stroke, cancer or leukemia, diabetes, high blood pressure, chronic kidney or liver
disease, mental, nervous or neurological disorders, lung disorders, AIDS (acquired immune deficiency syndrome), ARC (aids related complex),or had tests indicating
exposure to the aids virus.
Date:
Note: 1.You may withdraw the consent till anytime before the proposal is logged into our systems. In that case, your proposal shall stand withdrawn by you. 2. The data provided by you/LA and if
subsequently found to be inaccurate, can be rectified upon a written request by you and as per our process except such data which is the basis of this contract / policy unless agreed to by
Company.
Please contact us on any of the following touch points in case of non receipt of your HDFC Life policy document after 1month from date of application.
Call us toll free on 1860 267 9999(do not pre fix any country code e.g. +91 or 00), SMS SERVICE to 5676727 for call back request or email us at service @ hdfclife.com
Note: Please retain your copy of the acknowledgement slip for future references
Declaration to be made by a 3rd person where:
The life to be assured/proposed policyholder has affixed his/her thumb impression; OR
The life to be assured/proposed policyholder has signed in vernacular; OR
The life to be assured/proposed policyholder has not filled the application.
I hereby declare that I have explained the contents of this application form to the life to be assured in ________________language and have truthfully recorded the
answers provided to me. I further declare that the life to be assured/proposed policyholder has signed/affixed his/ her thumb impression in my presence.
Signature
Section 41 Prohibition of rebates: (1) No person shall allow or offer to allow, either directly or indirectly, as an inducement to any person to take or renew or
continue an insurance in respect of any kind of risk relating to lives or property in India, any rebate of the whole or part of the commission payable or any rebate of the
premium shown on the policy, nor shall any person taking out or renewing or continuing a policy accept any rebate, except such rebate as may be allowed in
accordance with the published prospectuses or tables of the insurer: Provided that acceptance by an insurance agent of commission in connection with a policy of life
insurance taken out by himself on his own life shall not be deemed to be acceptance of a rebate of premium within the meaning of this sub-section if at the time of
such acceptance the insurance agent satisfies the prescribed conditions establishing that he is a bona fide insurance agent employed by the insurer. (2) Any person
making default in complying with the provisions of this section shall be liable for a penalty which may extend to ten lakh rupees.
FC Code No:
NRI Q - 6.6
Harvinder
S100000287062
4. Nationality
INDIAN
Date:
18/12/2015
Request for maintenance of standing instruction for premium payment to HDFC Standard Life Insurance Co. Ltd. (with select banks only)
Request to remit bill amount for premium payment to HDFC Standard Life Insurance Co. Ltd. through Electronic Clearing Service (for select
X cities only).
Request for direct debit from my bank account (non ECS location) for premium payment to HDFC Standard Life Insurance Co. Ltd. (with select
banks only*)
Preferred billing date:
(DD/MM) *
Policy No. :
S100000287062
Policy number
---------------------------------------------------------------------------------------------------------------------------------CUSTOMER ACKNOWLEDGEMENT
Date:
Plan Name
Cheque / DD
Frequency of Payment
Amount (Rs.)
Term
Bank
2.
3.
I,
have collected the above documents and will be submitting it tothe nearest HDFC
Standard Life branch for further processing.
(Signature of Financial Consultant)
(Financial Consultant contact number)
Financial Consultant Code)
> This is NOT A PAYMENT RECEIPT but only a proof of the documents received from you. > All cheques/DD should be crossed and drawn in
favour of HDFCSLIC. > If payment is not made by way of Cheque/DD, Kindly make cash payment at an HDFC Standard Life branch and collect
your initial deposit receipt. > This acknowledgement does not in any way constitute acceptance or commencement of risk.
Easy Connect: If you have any queries or clarifications regarding your policy, kindly contact us at any of the following service touch points accessible from 9 am to
9 pm all 7 days, alternatively you may e-mail us at onlinequery@hdfclife.com
@ Call 1800 266 0315 tol free
SMS service to 5676727
Dear _______________, we acknowledge the receipt of your SI/ECS mandate and it will be processed within 30 days from today. After attaching the same in our system, we will forward it to your
bank for further processing. In case of rejection, the same would be communicated to you; or else it would mean that your mandate is lodged in successfully.
Effective the next due date the premium would be debited from your bank account. Thank you for choosing direct debit as your premium payment option.
Branch Stamp
Acknowledgement received
(Signature of the Customer)
Continued Overleaf
Note:
* Premium can be paid out of your own account or out of your Spouse, Parent or Childrens Account only. * Any cancellation, correction, alteration
etc. should be countersigned by the Account Holder. * Kindly ensure that the SI mandate form is signed by the account holder, even if the account
holder is different from the policy holder. * If the bank is unable to debit the account of the Policy Holder due to want of sufficient funds, the policy
holder will have to pay the premium by cheque/DD or cash at any of the branches of HDFC Standard Life Insurance Co. Ltd. before the grace
period ends, failing which the policy will lapse with/without a surrender value as applicable. * HDFC SL has the right to revoke the Standing
Instruction on event of the Instruction or change in the premium amount due to any alteration. * Direct debit facility (non ECS location) is offered by
ICICI Bank, Citibank, Corporation Bank, Union Bank of India, Bank of Baroda and Axis Bank only.
To be filled in by the account holders bank
Bank Stamp
Date
Hassle Free Options: Your policy portfolio now available at your fingertips!
My Account- your very own customer portal
Application No.
S100000287062
Plan
1. Details
Name:
Father/Spouse Name:
2. Name and Address of place of work:
3. Proof of Identity:
4. Proof of Residence:
5. PAN details:
(Note: If annual premium is equal or more than Rs.1 lac, please fill up this point)
per annum
Business
House Property
Capital Gains
Investments
Agriculture
Others
Total
100 %
8. Occupation :
9. Nature of occupation (e.g. Architect, Garment dealer, etc)
10. Industry to which your company or business belongs (e.g. Banking,
Textiles, etc)
11. Details of any previous policies held with HDFC Standard Life where the Proposer is either a Policyholder, Life Assured or Assignee:
DECLARATIONS:
I hereby declare that:
The first premium has been paid out of legally declared and assessed sources of income and the subsequent premiums, if any, will continue to
be paid out of legally declared and assessed sources of income. In case the premium is paid out of any account other than my own, I shall ensure
that such payment is permitted under Section 80C of the Income Tax Act, 1961.
I will provide information as and when required by the company, acting on its own or under any order or instruction received from Statutory
Authorities, as regards sources of funds or utilisations or withdrawals.
I agree to the Company providing any information related to me as available to the Company at any time, to any Statutory Authority in relation to
the laws governing prevention of money laundering, applicable in the country.
I understand that the Company classifies its customers under various categories of risk for the purposes of complying with the laws governing
prevention of money laundering and I confirm that I do not have any objections for the same.
I understand that the Company has the right to peruse my financial profile and also agree that
the Company has right to cancel the Insurance contract in case I have been found guilty of any of the provisions of any Law, directly or indirectly,
having relation to the laws governing prevention of money laundering in the country, by any competent court of law.
Dated:
Place:
Signature of Proposer