SBI Life Insurance Claim Settlement

Claim Type

Documents Required

Natural Death Claim

• Original Policy Document
• Claim Form
• Death Certificate issued by local authority (original/attested)
• Claimant’s ID proof
• Claimant’s address proof
• Claimant’s bank passbook/statement of Cancelled Cheque 
• Direct Credit Mandate form 

Unnatural/Accidental Death Claim

• All natural death claim documents
• Hospital treatment Certificate
• Medical attendant’s certificate.
• Employer’s Certificate - for salaried person
• Copy of FIR/Punchnama Report/Post Mortem
• Copy of Inquest Report/Chemical Analysis Report/Police Final Report/Magistrate’s verdict 

Individual Maturity Claim

• Original Policy Document
• Maturity Discharge Voucher
• Insured’s current address proof
• Insured’s ID Proof
• Direct Credit Mandate Form
• Insured’s bank pass book/bank statement/cancelled cheque
• Pan Card (if TDS is applicable)

Pension Maturity Claim/ Annuity Claim

• Original Policy Document
• Maturity Discharge Voucher
• Option sheet (available at SBI Life Insurance Branch 3 months prior the due date)
• Insured’s ID Proof
• Insured’s address proof
• Direct Credit Mandate Form
• Insured’s bank pass book/bank statement/cancelled cheque
• Pan Card (if TDS is applicable)

Survival Benefits Claim

• Insured’s current address proof
• Insured’s ID Proof
• Direct Credit Mandate Form
• Insured’s bank pass book/bank statement/cancelled cheque
• Pan Card (if TDS is applicable)