PROPOSALFORM
PROPOSALFORM
This is an application for insurance and issuance of this does not amount to acceptance of proposal by us. Commencement of risk under
this proposal is subject to acceptance of the risk by us and receipt of premium.
The information declared by you in this form is the basis for issuance of the policy. Please answer all questions carefully. Any incomplete,
incorrect or partially correct answers may lead to rejection of the proposal and also might lead to cancellation of policy.
1. PROPOSER’S DETAILS
Name (Mr/Mrs/Ms/Dr): Sambit Basu
Date of Birth: 27/11/1991 Gender: MALE
Mobile: 7980115272 Unique Govt ID No: BHEPB6762Q
Annual Income (in ₹ Lakhs): E-Mail ID: [email protected]
Address^: 8 9 C Rabindra Pally C Block Durga Pur
Landmark: - Area: -
City/Town: BARDHAMAN Pin Code: 713201
District: - State: WEST BENGAL
Nationality: Indian Foreign National
^ : Important Note:
Here ‘Address’ implies the place where the person ordinarily resides. In case proposed insured person(s) reside at multiple addresses, then address
of the person residing in the highest zone to be provided.
Zone definitions as mentioned in the prospectus (wherein Zone A is highest followed by Zone B and Zone C respectively).
Declared ‘Address’ will form the basis for the calculation of the premium. However, this shall not be applicable if the proposer has opted for “Value
Plan”
‘Address’ is a material fact for calculation of the premium. “Material facts” for the purpose of this Policy shall mean all relevant information sought
by the company in the proposal form and other connected documents to enable it to take informed decision in the context of underwriting the risk.
Any misrepresentation or misdescription of the same by the policyholder may lead to termination of the policy as per policy terms and conditions
and accordingly all premium paid thereon shall be forfeited to the Company.
2. POLICY DETAILS
Proposed Policy Commencement Date: 24/01/2025
Policy Tenure: 1 Year 2 Years (5% premium discount) 3 Years (10% premium discount)
Floater Sum Insured (in ₹ Lacs): 5 7.5 10 15 20
Plan: Value Plan (For Zone A, B & C customers.) Geo Plan (For Zone B & C customers.)
Room Category (Only available for Geo Plan): Single Private Room Shared Accommodation
(Your Premium shall be based on choice of Room Type that You make at the time of Proposal.)
2. Voluntary Sub-Limits N
3. Emergency Air Ambulance Cover N
4. Accidental Death Benefit N
5. Restore Infinity Y
6. Consumables Benefit N
7. Preventive Annual Health Check-Up N
8. Advanced Cover N
Note:
i. Aggregate Deductible is an irrevocable cost sharing requirement under this policy which provides that We will not be liable for a
specified amount in case of hospitalization/s during the policy year i.e. We will pay only if aggregate admissible claim amount in respect
of hospitalization/s during the policy year exceeds the aggregate deductible as specified in the policy schedule. An Aggregate Deductible
does not reduce the Sum Insured.
ii. Insured children or Insured person less than 18 years of age as on Policy commencement date will not be covered under Accidental
Death Benefit..
iii. Optional Covers 1, 2, 3 & 4 as mentioned above, if opted shall continue for all the subsequent renewals of the policy, provided the policy
is renewed with us without any break
iv. Optional Covers 5, 6, 7 & 8 as mentioned above, if opted at the first inception of this Policy with us, shall continue for all the subsequent
renewals of the policy, provided the policy is renewed with us without any break. It cannot be opted at the time of renewal of the policy.
The above-mentioned Add-On Cover(s) can be selected at policy level only and is applicable for Geo Plan only.
3. DETAILS OF THE PERSON(S) TO BE INSURED
Height Weight
Sr No. Name of the Insured Person Gender Relationship with Proposer* Date of Birth
(cms) (kgs)
1 Sambit Basu MALE Self 27/11/1991 170 75
2 Manomita Singha FEMALE Spouse 01/02/1994 165 50
* Please note that continuity of benefits shall NOT be considered if the details are not provided. You need to approach Us at least 45 days
prior to your expiry date to avoid any break in coverage. Please submit all previous year insurance policy copies.
6. MEDICAL AND LIFESTYLE DETAILS
A. Medical History:
Please answer the below mentioned questions individually in Yes (Y ) / No (N):
You must answer the questions truthfully. Not doing so would lead to termination of your policy.
Please answer each of the following questions individually for each Insured Persons
Insured Person by ticking the relevant box. 1 2
Decline Disease Name N N
Have you or any of the persons proposed for insurance, ever suffered from or N N
taken treatment, or hospitalized for or have been recommended to take
investigations / medication / surgery or undergone a surgery for MediCal
Conditions specified on Proposal form?
Any other illness/disease/injury/disability in the past other than for childbirth, N N
flu or for minor injuries that have completely healed?
Are you or any persons proposed on regular medication (including any N N
Ayurvedic treatment) or Hospitalized for any illness/ surgery or awaiting any
procedure/treatment?
Have you ever been diagnosed with any of these medical conditions with or N N
without any follow-up tests/medications? – Elevated Blood Sugar/ Type 2
Diabetes Mellitus/ Elevated Blood Pressure/ Hypertension/High Cholesterol/
Asthma>> (Mandatorily “Yes”, if ‘Advanced Cover’ is opted as Optional Cover for
eligible members.)
Is any of the insured pregnant currently? If yes, please mention expected date of N N
delivery (EDD). Any history of pregnancy related complications?
Has any application for life, Health or critical illness insurance ever been N N
declined, postponed, loaded or been made subject to any special conditions by
any insurance company?
Has any health or life insurance policy ever been terminated in the past ? N N
Have you or any members ever been diagnosed with Thyroid Disorder? If yes, N N
please provide details for follow-up tests/medications
Do you have any signs, symptoms, illness or injury including knee joint ligament N N
tear or back pain/ Swelling or Pain in any part of body / Breathlessness on mild
effort / dizziness more than once in last 6 months for which medical
consultation / treatment / investigation has been required ?
Have you undergone any annual health check-up or routine medical N N
examination in the past year which showed any significant findings? If yes,
please provide details for findings or results
B. Detailed information in case any of the questions in section 6 (A) is ticked ‘Yes’.
(Please send us medical documents along with this proposal form.)
Insured Persons
1 2
7. PAYMENT DETAILS
Name of the Premium Payer:
(if different from proposer) SAMBIT BASU
Relationship with the proposer:
(if different from proposer) -
Premium Amount (in ₹) : 11357
Instrument type: Cash Cheque Debit Card Credit Card Others
Please make a Crossed Cheque/DD/Pay Order in favour of ‘Tata AIG General Insurance Company Limited’ only.
Sources of funds: Salary Business Others -
AML Guidelines:
1. . I/we hereby confirm that all premiums paid / payable in future will be from bonafide sources and not paid out of proceeds of crime
and that such premiums are not disproportionate to my/our income. I / we understand that the Company has the right to call for
documents to establish sources of funds and to cancel the insurance policy in case I / we are found guilty by any competent court of law
under any of the statutes, directly or indirectly governing the prevention of money laundering law in India.
2. I / we are not Politically Exposed Persons ** nor are their close relatives. I / we shall keep the company informed if we subsequently
become a Politically Exposed Person.
**“Politically Exposed Persons” shall have the meaning assigned to it under sub clause (xii) of 3(b) of Chapter I of Master Direction –
Know Your Customer (KYC) Direction, 2016 issued by Reserve Bank of India (RBI), as amended from time to time.”
For this purpose, please submit the following details of the proposer’s bank account.
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.
Signature of Proposer: Sambit Basu
Name & Signature of agent/intermediary with Code: DIRECT (D2C INBOUND CALL CENTER) 0007652002
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.
Authorized Signatory
docit-digital-sign
Digitally Signed by: Shammi Kapoor
Date: 24/01/2025
Location: Mumbai