What Are The Documents Required For Life Insurance Claim?

The documents needed for maturity and money-back claims are the same while for death claims, the documents are different.

  • Documents needed for maturity or survival claims
  • Discharge voucher sent by the insurance company, duly filled and signed by the policyholder
  • Life insurance policy bond
  • Identity proof of the policyholder, legal heirs or assignee as the case may be, Bank account details of the policyholder, legal heirs or assignee as the case may be, Age proof of the insured member if it was not submitted at the time of buying the policy
  • Documents needed for death claims
  • The death claim form, duly filled and signed by the nominee
  • Life insurance policy bond
  • Death certificate of the life insured
  • Identity proof of the nominee, legal heirs or assignee as the case may be Bank account details of the nominee, legal heirs or assignee as the case may be Police FIR if death happened due to an accident
  • Post-mortem report, coroner’s report, police inquest report, panchnama, and other relevant records if death happened in an accident
  • Any other document as needed by the insurance company to settle the claim

What are the documents required for making life insurance claim?

Below are the documents required for making a life insurance claim:

  • Original life insurance policy copy
  • Original/attested death certificate issued by the local authorities
  • FIR Certificate stating the cause of death
  • Panchanama certificate
  • Death claim application form
  • NEFT mandate or cancelled cheque leaf.
  • Medical records
  • Post mortem report

These documents are to be submitted to the insurance company to process the life insurance claim. Different set of documents are required for different causes of death.

What are the Documents we required for Life Insurance?

The documents required for life insurance may vary depending on the insurance company and the type of policy being applied for. However, some common documents that are required for most life insurance policies are:

  • Identity Proof: Aadhaar card, PAN card, Voter ID card, Passport, or Driving License.
  • Address Proof: Aadhaar card, Passport, Voter ID card, Utility bills (not older than three months), or Bank statement.
  • Age Proof: Birth certificate, PAN card, Passport, Driving License, or School/College leaving certificate.
  • Income Proof: Salary slips, Income tax returns, Bank statements, or Form 16.
  • Medical Reports: Depending on the age and health condition of the applicant, medical reports may be required to assess the risk involved in the policy.
  • Passport-size photograph: One or two recent passport-size photographs may be required to be submitted along with the application form.

What are the Documents Required for Tata AIA Term Insurance of Rs 1 Crore?

Tata AIA Life Insurance offers various term insurance plans, and the specific documentation requirements may vary depending on the plan and the individual's circumstances. However, here are some of the common documents that may be required to apply for a Tata AIA term insurance plan with a sum assured of Rs 1 crore:

  • Identity Proof: Aadhaar card, PAN card, Voter ID card, Passport, or Driving License.
  • Address Proof: Aadhaar card, Passport, Voter ID card, Utility bills (not older than three months), or Bank statement.
  • Age Proof: Birth certificate, PAN card, Passport, Driving License, or School/College leaving certificate.
  • Income Proof: Salary slips, Income tax returns, Bank statements, or Form 16.
  • Medical Reports: Depending on the age and health condition of the applicant, medical reports may be required to assess the risk involved in the policy.

What are the Documents Required for Life Insurance in India?

To buy a life insurance policy in India, the following documents would be required-

  • Life insurance proposal form, duly filled and signed by the proposer and/or policyholder/li>
  • Photograph
  • Age proof of the proposer
  • PAN card
  • Identity proof of the proposer
  • Address proof of the proposer
  • Medical examination report of the life insured if required by the policy because of the age and/or the sum assured chosen
  • Income proof of the proposer if the sum assured and/or the premium of the policy is high

What are the Documents Required for Life Insurance Renewal?

  • Life insurance proposal form, duly filled and signed by the proposer and/or the life insured
  • Photograph of the proposer
  • Photograph of the life insured (if different from the proposer)
  • Age proof of the proposer and/or the life insured
  • Identity proof of the proposer and/or the life insured
  • Address proof of the proposer
  • Medical examination report of the life insured if required by the policy because of the age and/or the sum assured chosen
  • Income proof of the proposer if the sum assured and/or the premium of the policy is high
  • PAN card of the proposer
  • Old life insurance policy copy/number

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