Insurance form
Insurance form
RESIDING AT...........................................
PLACE.................................
1. SIGNATURE:
NAME:
DATE:
2. SIGNATURE:
NAME:
DATE:
VERIFICATION
PLACE.................................
1. SIGNATURE:
NAME:
DATE:
2. SIGNATURE:
NAME:
DATE:
MEMBER CONSENT/DECLARATION FORM
Plan ICICI Pru Group Loan Secure Life Option Accidental Death Benefit Critical Illness
Sum Assured (INR) Premium (INR) Annual One time pay Other Policy Term (yrs)
Address :
1. Mode of deposit ECS Direct Credit (Select Banks only) NEFT 2. Account Type Current Savings
Payment Authorisation
I do hereby declare that I have received a loan from Hinduja Housing Finance Limited ( Master Policyholder ). In order to secure the said loan I have taken the above
referenced policy from ICICI Prudential Life Insurance Company Limited. In consideration of receiving the said loan I hereby authorize ICICI Prudential Life to make
payment of Outstanding Loan Balance amount to Master Policyholder by deducting from the claim proceeds payable on happening of the contingent event covered by
the Group Life Insurance Scheme/ Policy referenced above.
__________________________________ __________________________________
Signature/Thumb impression of Witness* Signature / Thumb Impression of the Insured Member
Comp/doc/Nov/2016/717
Partner Reference
Name of the Group Administrator No./Application No.
Customer ID/Account no. Intermediary code
This is an application for Insurance & will form the basis of the policy certificate that We may issue. Every information, this
application seeks is important & mandatory. Please read all questions and answer them carefully. You must provide complete
and correct information. Incomplete/incorrect/partially correct information may lead to cancellation of proposal and policy
certificate even if it is issued. We are under no obligation to accept any proposal for insurance. If We accept a proposal for
insurance, it shall be subject to the Policy terms and conditions and We shall have no liability to make any payment under the
Policy if proposal is not accepted by us or premium is not received by Us in full and in time, or non-fulfillments of additional
information requested by us, if any or if the proposal is under-process & claim arises in the interim period before the decision
on the proposal is given by us.
Commencement of risk cover under the policy is subject to receipt of premium by Tata AIG General Insurance Company
Limited.
Please fill-up this form in CAPITAL LETTERS
Section I: Applicant Information
Name: First Name Middle Name Last Name
(Mr/Mrs/Ms)
Date of birth: ________ Gender: _______ Nationality: _________________ Mobile No.: ______Email Id: _______________
Occupation: Salaried Self-employed Others (please specify) _______________________________________
Address for communication: _______________________________________________________________________________
_____________________________________________________Landmark__________________________________________
District: ________ City: ________ State: ________ Pin code: ___________________________________
Unique id no. (Aadhaar no.) : ___________________________PAN (in case of premium > Rs.50, 000) ___________________
Group MediPrime
Yes/No
Medical Information
Have you or any of the persons proposed for insurance, ever suffered from or taken Yes/No
treatment, or hospitalized for or have been recommended to take investigations /
medication / surgery or undergone a surgery for any of the following medical
condition?
• Cancer/Kidney failure/Stroke/Heart disease/Paralysis
• Any disease of major organs including but not limited to brain, heart, kidney,
lungs, liver or any neurological disorder
• Any joint disorder including restriction in movement or any form of arthritis
Are you or any of the persons proposed for insurance in good health? Yes/No
Are you or any of the persons proposed for insurance undergoing/awaiting any Yes/No
treatment for any illness?
In the event of the death of the Applicant any payment due under the Policy shall become payable to the nominee in
accordance with the Policy terms and conditions. Nominee for any of the persons proposed to be insured shall be the
Applicant. The nominee must be an immediate relative of the Applicant. The nominee for all other Insured Persons proposed to
be insured shall be the Applicant himself/herself.
Section VI: Declaration & Warranty On Behalf Of All Persons Proposed To Be Insured
I/ We hereby declare, on my behalf and on behalf of all persons proposed to be insured that the above statements, answers
and/or particulars given by me are true and complete in all respects to the best of my knowledge and that I/We am/ are
authorized to propose on behalf of these other persons.
I understand that the information provided by me will form the basis of insurance policy, is subject to the Board approved
underwriting policy of the Insurance company and that the policy will come into force only after full payment of the
premium chargeable.
I/ We further declare that I/We will notify in writing any change occurring in the occupation or general health of the life to
be insured/ proposer after the proposal has been submitted but before communication of the risk acceptance by the
company.
I/We declare and consent to the company seeking medical information from any doctor or hospital who/which at anytime
has attended on the person to be insured/ proposer or from any past or present employer concerning anything which
affects the physical or mental health of the person to be insured/proposer and seeking information from any insurance
company to whom an application for insurance on the person to be insured/ proposer has been made for the purpose of
underwriting the proposal and/or claim settlement.
I/ We authorize the company to share information pertaining to my proposal including the medical records of the
insured/proposer for the sole purpose of proposal underwriting and/or claims settlement and with any Governmental
and/or Regulatory Authority.
Vernacular Declaration (Certification in case the applicant has signed in vernacular/thumb print)
The content of this form along with product benefits, terms/conditions and exclusions have been clearly explained by me in
vernacular to the applicant who has understood and confirmed the same.
Signature/Thumb impression of the Applicant: __________________________________________
Name & Signature of agent/intermediary/Specified Person: ___________________________________
Prohibition of Rebates - Section 41 of the Insurance Act, 1938 as amended by Insurance Laws (Amendment) Act, 2015.
1. No person shall allow or offer to allow, either directly or indirectly, as an inducement to any person to take out 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.
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.
Insurance is the subject matter of the solicitation. For more details on risk factors, terms and conditions please read policy
document carefully before concluding a sale.
24X7 Toll Free No: 1800 266 7780 or 1800 22 9966 (For Senior Citizens) Fax: 022 6693 8170
Email:[email protected] Website: www.tataaig.com IRDA of India Registration No: 108 CIN:
U85110MH2000PLC128425
Do you want the co-applicant to be part of Group Credit Secure Plus? Yes No
Note: In case of co-applicants, sum insured would be apportioned equally among members
2. INSURED PERSON'S DETAILS
Sr.No Name of the Insured persons Relationship with Proposer Date of birth Occupation Gender Nationality Unique Id no.
3. NOMINEE DETAILS
I understand that this policy is assigned to the Bank/ financial/lending institutions.
Nominee Name Relationship with the Proposer
In the event of the death of the Proposer any payment due under the Policy shall become payable to the nominee in accordance with the Policy terms and
conditions. Nominee for any of the persons proposed to be insured shall be the Proposer. The nominee must be an immediate relative of the Proposer. The
nominee for all other Insured Persons proposed to be insured shall be the Proposer himself/herself.
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It is hereby declared and agreed, I/we declare and agree that upon any monies becoming payable under this Policy the same shall be paid by the
Company to the Bank/ financial/lending institutions and such part of any monies so paid as may relate to the interests of other parties insured hereunder shall
be received by the Bank/ financial/lending institutions as Agents for such other parties. That the receipts of the Bank/ financial/lending institutions shall be
complete discharge of the Company therefore and shall be binding on all the parties insured hereunder.
Insured Persons
1 2 3 4
Have you or any of the persons proposed for insurance, ever
suffered from or taken treatment, or hospitalized for or have been
recommended to take investigations / medication / surgery or Yes No Yes No Yes No Yes No
undergone a surgery for any of the following critical
medical condition#?
Are you or any of the persons proposed for insurance in good health? Yes No Yes No Yes No Yes No
Are you or any of the persons proposed for insurance undergoing/ Yes No Yes No Yes No Yes No
awaiting any treatment for any illness?
# Critical medical condition would mean Cancer, End Stage Renal Failure, Multiple Sclerosis, Major Organ Transplant, Rheumatic heart disease, Coronary
Artery Bypass Graft, Stroke, Paralysis, Myocardial Infarction, Angina, Total Blindness, Creutzfeldt-jakob disease, Primary Pulmonary hypertension, Motor
Neuron Disease with Permanent Symptoms, Progressive Scleroderma, Brain Tumor, Lung/Liver Failure.
I/ We hereby declare, on my behalf and on behalf of all persons proposed to be insured that the above statements, answers and/or particulars given
by me are true and complete in all respects to the best of my knowledge and that I/We am/ are authorized to propose on behalf of these other
persons.
I understand that the information provided by me will form the basis of insurance policy, is subject to the Board approved underwriting policy of the
The content of this form along with product benefits, terms/conditions and exclusions have been clearly explained to me.
I/we have understood these and confirm to abide by the policy terms & conditions.
Code:
Vernacular Declaration (Certification in case the Proposer has signed in vernacular/thumb print)
The content of this form along with product benefits, terms/conditions and exclusions have been clearly explained by me in vernacular to the
Proposer who has understood and confirmed the same.
Prohibition of Rebates - Section 41 of the Insurance Act, 1938 as amended by Insurance Laws (Amendment) Act, 2015
1. No person shall allow or offer to allow either directly or indirectly as an inducement to any person to take out 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 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 prospectus or tables of the insurer.
2. Any person making default in complying with the provisions of this section shall be liable for penalty which may extend to ten lakh rupees.
Insurance is the subject matter of the solicitation. For more details on risk factors, terms and conditions
please read policy document carefully before concluding a sale.
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CUSTOMER ACKNOWLEDGEMENT
Application Number: _______________________ Date: ______________________
Name of the Proposer: ________________________________________________________________________________________________________________________________
We acknowledge with thanks the receipt of your application for Tata AIG Group Credit Secure Plus and amount by cash/cheque/Demand Draft/others
________________________________ of amount of Rs._______________________. Neither the submission to us of this completed enrollment form for insurance nor any
payment towards this application obliges us to agree to issue a policy, which decision is and always shall be in our sole and absolute discretion. If we accept a proposal
for insurance, it shall be subject to the policy terms and conditions and we shall have no liability to make any payment if proposal is not accepted by us or premium is not
received by us in full and in time, or non-fulfillments of Pre-Policy Checkup (if applicable) and/or additional information requested by us. Failure to deposit the entire
premium or non-fulfillments of pre-policy check up (if applicable) or furnish additional information requested by us within 15 days from the date of proposal, we shall
cancel your application and refund the premium paid without any interest subject to deduction of pre-policy charges (if applicable & conducted). If we do not accept the
proposal, we will inform you and refund any payment received from you, towards this application, without interest within next 10 days.
We shall have no liability to make any payment under the Policy if proposal is under-process & claim arises in the interim period before the decision on the proposal is
given by us.