How to Make Changes To Your HDFC Life Insurance Policy Online?
Published On May 04, 2021 12:20 PM By InsuranceDekho
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If due to any reason, a policyholder of HDFC Life Insurance Policy wishes to make changes in their current insurance plan then they can do so by visiting the official website of the insurance company. This can be done easily by the policyholders owing to the available online services, unlike in earlier times, when they had to visit the zonal office in order to get their details changed after getting it approved from the higher officials of the insurance company.
1. Steps to Change Personal Details in HDFC Life Insurance policy
In case of any changes, it is important to update the policy document as it plays a significant role in the functioning of the plan during the policy duration and at the time of claim settlement. In case any discrepancy is found in the details, then it could lead to the claim rejection as well.
Step 1: Visit the official website of the insurance company and Login to your HDFC Life account.
Step 2: On the displayed webpage, locate ‘My Profile’ at the top left corner. Click on the ‘personal details’ from the displayed options.
Step 3: On the directed page, you will find your personal information such as name, marital status, client ID, date of birth. Click on ‘Edit’ that is displayed on the right side of the page.
Step 4: Make the required changes and click on ‘Submit’.
You may also like to read:- How To Register For HDFC Life Insurance Account?
2. Steps to Update Contact Information in HDFC Life Insurance Policy
If your mobile phone gets accidentally lost in a theft or due to some other reason and you get a new number, then it is crucial to update it in the contact information of the life insurance company you withhold. By following the below given easy steps you can make changes to your contact information on the customer portal of the insurance company:
Step 1: Login to the customer portal and click on the ‘contact details’ option under ‘My Profile’.
Step 2: On the displayed webpage, you can find details such as mobile number, email ID, alternate number etc.
Step 3: Click on the ‘Edit’ option on the right side of the page. Make the required changes.
Step 4: Click on ‘Submit’.
3. Steps to Update Address in HDFC Life Insurance Policy
The permanent address remains stable most of the time with little chances of changes. However, if you permanently shift to some other place, then do update the necessary information in all the documents. You can follow the below given easy steps to update information regarding your address update:
Step 1: Click on the red arrow which is present beside your name on the right side of the displayed webpage. Select ‘Communication Address Details’ or ‘Permanent Address Details’ according to the changes you wish to make.
Step 2: On the web page displayed, you can find information such as house no, country, state etc. Click on ‘Edit’ on the right side of the webpage.
Step 3: Make the required changes.
Step 4: Click on ‘Submit’.
3. Steps to Update Nominee Details in HDFC Life Insurance
A. Steps to Add Beneficiary
Step 1: Visit the official website of HDFC Life Insurance and login to your account.
Step 2: Click on ‘My Policy’ on the top corner. Select Change in Nominee/Beneficiary’ detail.
Step 3: On the displayed webpage, you will details regarding all the policies purchased by you.
Step 4: Select policy number of the insurance policy for which you wish to change nominee details.
Step 5: Click on the ‘Add Nominee’ tab on the displayed webpage. Click on select ‘Nominee’.
Step 6: Enter the required information. Click on ‘Save Nominee’.
Due to lesser availability of online services updating insurance information was both a lengthy as well as complicated procedure. However, with the changing trends many insurance companies have now come up with online customer portals for the ease of their policyholders. Therefore, register yourself at HDFC Life insurance company’s Customer portal and make necessary changes to your policy detail with ease.
Disclaimer: This article is issued in the general public interest and meant for general information purposes only. Readers are advised not to rely on the contents of the article as conclusive in nature and should research further or consult an expert in this regard.