| Note: 1. If customer is writing from registered email id self attested KYC is not needed 2. If customer is unable to process any request via iAssist then a screenshot is mandatory 3. When writing from unregistered email id, in order to update email id self attested aadhar crad is needed 4. Whenever asking for aadhar card ensure that we ask customer to mask aadhar number except the last 4 digits |
||
| Request - Update | ||
| Transaction category | DIY - Available on iAssist | Docs Required (Checklist) |
| GSTN no updation - Ebao | Yes | Email from registered email ID
Tax certificate Error screenshot |
| GSTN no updation - FFA | No | Email from registered email ID
Exemption GST form |
| Renewal Premium Receipt | Yes | Email from registered email ID
Error screenshot |
| Unit Statement | Yes | Email from registered email ID
Error screenshot |
| Provisional Tax Certificate | Yes | Email from registered email ID
Error screenshot |
| Annuity benefits - Other Insurance company | No | Email from registered email ID
Bank details of insurer |
| Request Minor alteration - Transform | ||
| Transaction category | DIY - Available on iassit | Docs Required (Checklist) |
| NEFT Change | Yes |
Email from registered email ID Cancelled cheque or bank statement /Passbook Error screenshot |
| Email Id Change | Yes | Email from unregistered email ID
Self attested KYC Error screenshot |
| Permanent address change | No | Email from registered email ID
Address Proof |
| Correspondence address change | Yes | Email from registered email ID
Address Proof Error screenshot |
| Mobile Number Change | Yes |
Email from registered email ID with the new mobile number KYC Error screenshot |
| Edit or Add nominee | Yes | Consent from registered email ID
Nominee Details Error screenshot In case the nominee is minor we would require the appointee details |
| PAN Change | Yes |
Email from registered email ID PAN copy Error screenshot |
| Frequency change | Yes | Consent from registered email ID
Error screenshot |
| Name Change | No | Email from registered email ID
KYC Marriage certificate if name change after Marriage Gazzette Certificate in case of complete name change |
| Marital Status Change | No | Email from registered email ID
Marriage Certificate |
| Assignment | No |
Email from registered email ID of Request form Assignment form |
| Removal of Assignment | No | Email from registered email ID
NOC |
| Fund Switch | Yes |
Email from registered email ID along with new fund details Error screenshot ( Applicable for self mananged portfolios) |
| Payout Frequency Switch | Yes |
Email from registered email ID along with new frequency details Error screenshot |
| Switch to Accumulation | Yes |
Email from registered email ID along with new accumulation details Error screenshot |
| Policy Document (Hard copy) | No | Email from registered email id (As an Exception) |
| Policy Document (Soft copy) | Yes | Email from registered email ID
|
| Request Minor alteration - Non Transform | ||
| Transaction category | DIY - Available on iassit | Docs Required (Checklist) |
| NRI Document | No | Email from registered email ID
NRI Questionnaire Passport all pages with entry and exit stamp |
| SPRI (Unclaimed Amount Request) | No | Email from registered email ID
Cancelled cheque or bank statement /Passbook |
| Post Issuance Excess Premium Refund | No | Email from registered email ID
NEFT |
| Deletion of Rider | No | Email from registered email ID |
| Correction of proposer DOB (If LA is different) | No | Email from registered email ID
KYC |
| Deletion of Trigger Portfolio option-iMAX/Investment /income benefit | No | Email from registered email ID |
| Removal of invest protect fund option | No | Email from registered email ID |
| Income Benefit Option | No | Email from registered email ID |
| Correction in medical reports | No | Email from registered email ID |
| Loan Repayment Request | No | Email from registered email ID
Cancelled Cheque/Bank Statement/Passbook KYC |
| Automated Payment deletion | No | Email from registered email ID (Annual, Semi Annual Policies or Exceptional cases) |
| Deletion of lifestyle option for pension plan | No | Email from registered email ID |
| Addition of lifestyle option for pension plan | No | Email from registered email ID |
| Premium Redirection - FFA | Yes - For Ebao policies |
Email from registered email ID Error screenshot |
| Assignment | No |
Email from registered email ID of Request form Assignment form |
| Removal of Assignment | No | Email from registered email ID
NOC |
| Happy to Help you | No |
Email from registered email ID Error screenshot or relevant document as per concern Clear case summary to be updated mentioning all the checks done and Supervisor name mentioned |
| HPMS Member addition | No | Duly signed request letter or endorsement form
Email from registered email id Copy of Date of birth proof of member to be added |
| HPMS Deletion of Member | No | Email from registered email ID
Complete name of member to be deleted |
| Annuity benefits - Other Insurance company | No | Email from registered email ID
Bank details of insurer |
| NRI GST waiver | No | Email from registered email ID
Tax residency certificate- Alternative to TRC as worst case is a foreign resident card or utility bill with name and address of foreign country Copy of all pages of Passport PAN Card All copies of Visa Declaration from customer Their stay in India during any financial year should not exceed two hundred days Confirmation/ proof that the amount of proposal deposit /premium being paid are from NRE/NRO account Bank statement proof for income paid from outside India They must hold a valid long-term visa such as Person of Indian Origin (PIO) or Overseas Citizen of India (OCI). |
| IR | No | (Policy to be updated in EIA account)
Email from registered email ID/ EIA account number |
| Major alteration | ||
| Transaction category | DIY - Available on iassit | Docs Required (Checklist) |
| Change in initial proposal details - Post issuance | No | Email from registered email ID/details which needs to be updated/ Questionnaire If any available in the system |
| Change in Life Assured DOB | No | Email from registered email ID
DOB Proof |
| LSBO | No | Email from registered email ID
COI Marriage certificate/ DOB proof of Child/ Home Loan sanction letter (Depending on request) Income Proof |
| Lifestyle Update | No | Email from registered email ID
Relevant questionnaire |
| Addition of Rider - Ebao | Yes | Only if eligible for ebao polices pop up will apprear on iAssist
|
| Addition of Rider - FFA | No | Email from registered email ID
Rider Addition Form |
| Quit smoking | No | Email from registered email ID/ Smoking Questionnaire |
| Correction of Gender | No | Email from registered email ID |
| Requirement pending COI | Yes | Email from registered email ID
Additional requirements raised if any |
| Requirement pending medicals | No | Email from registered email ID
Additional requirements only of medicals |
| Change of Proposer | No | Death Certificate of old proposer
Proposal Form filled by new Proposer Photo, & KYC Docs for New Proposer Income proof Email from registered email ID |
| Payout | ||
| Transaction category | DIY - Available on iassit | Docs Required (Checklist) |
| Surrender | No | Email from registered email ID
Cancelled Cheque/Bank Statement /Passbook PAN Card (Only if Pan number is not updated in the system) |
| Partial Withdrawal | No | Email from registered email ID
Cancelled Cheque/Bank Statement /Passbook PAN Card |
| Freelook - Banca | No | Consent from registered email ID
Cancelled Cheque/Bank Statement /Passbook |
| Freelook | Yes |
Email from registered email ID Cancelled Cheque/Bank Statement /Passbook Error screenshot |
| ULIP | ||
| Transaction category | DIY - Available on iassit | Docs Required (Checklist) |
| PWFT | No | Email from registered email ID
Pan card |
| SPW | No | Email from registered email ID
Cancelled Cheque/Bank Statement |
| Portfolio Type Switch | Yes - For Ebao policies | Consent from registered email id |