NOTICE ID : 21599 06 Jan, 2025 18:43 Aegon Super Admin Kapture and Ops Tagging’s

Ops Console Request Tagging’s


Update Minor Alt Transform Minor Alt Non-Transform
1.GSTN no updating 1.Neft Change 1.Money out adjustment : No communication to Cust
3.Renewal Premium Receipt 2.Email Id Change 2.NRI document : No communication to Cust
4.Unit Statement 3.Address Change 3.Loan Disbursal Request : Trigger comm same as minor alt Transform for all below
5.Provisional Tax certificate 4.Mobile Number Change 4.Change of Proposer
7.Annuity benefits 5.Change Of Nominee 5.SPRI- Stop payment reissue
6.Change in title 6.Pan Change 6.Post-issuance Excess premium refund
7.Requirement pending shortfall 7.Frequency change 7.Deletion Of Rider
8.Unit adjustment 8.Name Change 8.Correction of Proposer DOB
9.Settlement option 9.Deletion of Trigger Portfolio option-iMAX
10.Survival Benefit 10.Removal of Invest protect Fund option
11.Red flag 11.Income benefit option
12.Correction In Medical Reports
13.IR update
14.Loan Repayment
15.Automated payment deletion
16.Deletion of Life style option for Pension plan
17.Old iTerm plan surrender request
18.Addition of Life style option for Pension plan
19.Assignment
20.Removal Of Assignment
21.  Marital Status Change