TDS certificate

Existing Process 

• Agent needs to verify in FFA and ops console when the payout i.e. surrender and survival payout was released.
• Every quarter, TDS certificate is generated Quarters starts from, April-June, July-September, October-December and January-March.
• If the customer needs a TDS certificate, the agent will write to Shraddha Bandekar after determining which quarter the payout falls under.
• Agent will take H2H and will not write any mail to Shraddha

Documents

Date of Payment & PAN Card (Pan Number)

Kapture Tagging 

Disposition: Post-Issuance

Case Reason: Concern post-issuance

Sub Reason: Tax Related

Ticket Status: Internal Follow Up

Dear XXXX, 

Thank you for writing to us. 

This is with reference to your email dated XXXXXX, regarding your Bandhan Life 00000000 XXXXXXXXX. 

As per your request please find attached the copy of TDS certificate.

We assure you our best service always.

Should you require any further assistance, feel free to connect with us. 

• Chat now on WhatsApp via given link:  https://np.bndic.im/NkBWZr5   (9867452226)
• Login to our I-Assist portal: https://iassist.bandhanlife.com/login/  with your registered contact number to access your policy details and to make the changes as well.