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FSP Form Filling Process

The document provides guidelines for filling out an FSP form, including instructions to use block letters and black ink, sign each page, attach a recent color photo, and fill out fields correctly. It specifies mandatory fields like email, mobile number, rural code, and previous details for FSP re-login. Guidelines are also given for training/exam details, license conversion or transfer, and important links.

Uploaded by

AYUSH SHUKLA
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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59 views14 pages

FSP Form Filling Process

The document provides guidelines for filling out an FSP form, including instructions to use block letters and black ink, sign each page, attach a recent color photo, and fill out fields correctly. It specifies mandatory fields like email, mobile number, rural code, and previous details for FSP re-login. Guidelines are also given for training/exam details, license conversion or transfer, and important links.

Uploaded by

AYUSH SHUKLA
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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FSP Form Filling Guidelines

 FSP form should be filled in BLOCK letters in black ball


point pen.
 FSP has to sign on each and every page of FSP form.
 Latest Color Photograph should be pasted in Box in proper
alignment & Signature should be done in prescribed Box
only.
FSP Form Filling Guidelines
 For DL ‘s FSPs– DL’s CG Code to be mentioned in the field “UM/BP
Code” and DL’s advisor code in “UM/BP Application No. “ field
 If DL’s CG Code is not generated –
 1. Dummy DL Code to be entered in the field “UM/BP Code” field
 2. It is mandatory to enter Advisor Code in “UM/BP Application No. “ field of DL
whose CG code needs to be generated
Personal Information on FSP form

 FSP’s e-mail id & mobile number are mandatory fields while


filling the FSP form as they are mandate for Online training and also help
FSPs in future communication purpose.
Personal Information
 For FSP from rural area following fields are mandatory
 Rural Code, District Name,Tehsil & Village Name
Process to get above details:
1.Go to Intranet
2.Click on Applications
3.Click on Location Classified Module
Personal Information

 After clicking on Location Classified Module - Select State,


District, Tehsil & Village to get Rural Code.

 If the Rural code is not available, then please note it is not a Rural Area.
Personal Information screen in AMS
 Fill Rural Code, District, Tehsil & Village in below
mentioned fields.
Personal Information on FSP application form
 On the FSP form refer point #12
 Fill Basic Qualification, Board Name, Roll Number, Year of Passing

No supporting documents are required if you are submitting the Graduation proof.
Training & Exam Details

 Exam Center & Exam Language: Mention correctly as


NSEIT- (Centre Name) - same can be checked in AMS for reference
 While UM profiles FSP on navigator, he gets a drop down to select the centre
name.
 Precaution has to be taken while selecting the mode of language.
Re-Login of FSP due to TCC expired of Old FSP

 For existing valid URN with ICICI Prudential Life Insurance


please mention previous URN No & Previous FSP No for
tracking history or details of FSP.

 Validity of URN is one Year.


Training & Exam Details
 For TCC Expiry Case having valid URN with ICICI
Prudential Life Insurance please select Retraining as Yes while
profiling FSP in Navigator.
License Composite request
 Composite conversion case - In case an advisor who is
currently licensed with General Insurance Co. and also want to be
associated with ICICI Prudential Life Insurance Company Ltd., then copy
of valid General Insurance License is required.
License Transfer Process
 LicenseTransfer Case - In case of an existing Life insurance advisor of
some other insurance company, who is interested to be associated with
ICICI Prudential Life Insurance Company Ltd.
 Mandatory document required
Copy of NOC on the company letterhead .
Copy of valid life License.
DOPS Microsite
 FSP FOS related details updated by CDOPS team will be now
available on DOPS Microsite on daily basis (
http://10.16.218.153:90/DOPSNEW/index.htm)
 Code Generated Report (FOS codes created by EOD)
 Code Creation Pending with Remarks (FOS codes creation on hold due to de-
dupe / discrepancy)
 Composite cases  (All Composite request placed on IRDA portal by CDOPS
team and status of the same)
 Transfer cases (All License transfer request placed on IRDA portal by CDOPS
team and status of the same is available.)
 Welcome kit Dispatch Details (License and welcome kit of advisors and
dispatch status)
 IRDA Status Report (All FSPs that are registered on portal are updated on daily
basis. )
 Upload Error Report (All Portal Rejected FSPs)
 Re-exam Scheduling Status (All Re-exam fee paid FSP status with details are
updated on daily basis).
Important Links
 AD Point – \\10.24.115.20\adpoint
* Tracker - \\10.24.115.20\adpoint\FSP_Tracker
* Exam Center Address - \\10.24.115.20\adpoint\FSP_Tracker\NSE.IT Online
Examination Centres

 AD MIS - \\10.24.115.20\ad-mis
* Score Card - \\10.24.115.20\ad-mis\Score Card
* Re Exam Fee Waiver Pool - \\10.24.115.20\ad-mis\Re Exam Fee Waiver Pool
* CDOPS Rejection - \\10.24.115.20\ad-mis\CDOPS Rejection
Portal Rejection - \\10.24.115.20\ad-mis\Portal Rejection

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