Documents Required for Term Insurance

Documents Required for Term Insurance Application

Following is the list of documents required while purchasing a term insurance policy:

  • Duly filled and signed Proposal Form
  • Photo ID Proof (Adhaar Card, Voter ID Card, Passport etc.)
  • Age Proof
  • Address Proof
  • Photograph of the Proposer/Life Assured
  • Income Proof
  • PAN Card
  • Medical Examination Records of the Life Assured

Documents Required for Term Insurance Claims

When filing for a term insurance death claim the nominee is required to submit the below mentioned list of documents to receive the death benefit amount. Following is the list of documents required to submitted by the nominee in case the life assured passes away during the policy term:

Documents Required for Term Insurance Death Claims (Death Due to Medical Conditions)

  • Original Policy Documents
  • Duly Filled Claim Form
  • Nominee’s Photo ID Proof (Adhaar Card, Voter ID Card, Passport etc.)
  • Nominee’s Bank Account Details (such as bank statement/ cancelled cheque)
  • Death Certificate issued by local authority
  • Attending Physician’s Statement
  • Treating Doctor’s Statement
  • Medical Records

Documents Required for Term Insurance Accidental Claims

  • All the documents required for life insurance death claims
  • Original or Copy of FIR
  • Original or Copy of Police Inquest Report

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Disclaimer :
1. Premium has been calculated for coverage till 70 years
2. Eligibility depends on income, occupation and educational qualification

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