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Note: 1. If customer is
writing from registered email id self-attested KYC is not needed |
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Request - Update |
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Transaction category |
DIY - Available on iAssist |
Docs Required (Checklist) |
|
GSTN no updation - Ebao |
Yes |
Email
from registered email ID |
|
GSTN no updation - FFA |
No |
|
|
Renewal Premium Receipt |
Yes |
Email
from registered email ID |
|
Unit Statement |
Yes |
Email
from registered email ID |
|
Provisional Tax Certificate |
Yes |
Email
from registered email ID |
|
Annuity benefits - Other Insurance company |
No |
Email
from registered email ID |
|
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|
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|
|
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Request Minor alteration - Transform |
||
|
Transaction category |
DIY - Available on iassit |
Docs Required (Checklist) |
|
NEFT Change |
Yes |
|
|
Email Id Change |
Yes |
Email
from unregistered email ID |
|
Permanent address change |
No |
Email
from registered email ID |
|
Correspondence address change |
Yes |
Email
from registered email ID |
|
Mobile Number Change |
Yes |
|
|
Edit or Add nominee |
Yes |
Consent
from registered email ID |
|
PAN Change |
Yes |
|
|
Frequency change |
Yes |
Consent
from registered email ID |
|
Name Change |
No |
Email
from registered email ID |
|
Marital Status Change |
No |
Email
from registered email ID |
|
Assignment |
No |
|
|
Removal of Assignment |
No |
Email
from registered email ID |
|
Fund Switch |
Yes |
|
|
Payout Frequency Switch |
Yes |
|
|
Switch to Accumulation |
Yes |
|
|
Policy Document (Hard copy) |
No |
Email from registered email id (As an Exception) |
|
Policy Document (Soft copy) |
Yes |
Email from registered email ID |
|
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Request Minor alteration - Non Transform |
||
|
Transaction category |
DIY - Available on iassit |
Docs Required (Checklist) |
|
NRI Document |
No |
Email
from registered email ID |
|
SPRI (Unclaimed Amount Request) |
No |
Email
from registered email ID |
|
Post Issuance Excess Premium Refund |
No |
Email
from registered email ID |
|
Deletion of Rider |
No |
Email from registered email ID |
|
Correction of proposer DOB (If LA is different) |
No |
Email
from registered email ID |
|
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 |
|
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 |
|
|
Assignment |
No |
|
|
Removal of Assignment |
No |
Email
from registered email ID |
|
Happy to Help you |
No |
|
|
HPMS Member addition |
No |
Duly
signed request letter or endorsement form |
|
HPMS Deletion of Member |
No |
Email
from registered email ID |
|
Annuity benefits - Other Insurance company |
No |
Email
from registered email ID |
|
NRI GST waiver |
No |
Email
from registered email ID |
|
IR |
No |
(Policy
to be updated in EIA account) |
|
|
|
|
|
|
|
|
|
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 |
|
LSBO |
No |
Email
from registered email ID |
|
Lifestyle Update |
No |
Email
from registered email ID |
|
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 |
|
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 |
|
Requirement pending medicals |
No |
Email
from registered email ID |
|
Change of Proposer |
No |
Death
Certificate of old proposer |
|
|
|
|
|
|
|
|
|
Payout |
||
|
Transaction category |
DIY - Available on iassit |
Docs Required (Checklist) |
|
Surrender |
No |
Email
from registered email ID |
|
Partial Withdrawal |
No |
Email
from registered email ID |
|
Freelook - Banca |
No |
Consent
from registered email ID |
|
Freelook |
Yes |
|
|
|
|
|
|
|
|
|
|
ULIP |
||
|
Transaction category |
DIY - Available on iassit |
Docs Required (Checklist) |
|
PWFT |
No |
Email
from registered email ID |
|
SPW |
No |
Email
from registered email ID |
|
Portfolio Type Switch |
Yes - For Ebao policies |
Consent from registered email id |