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Home » Blog » Life Insurance » HDFC Life Insurance Forms and Documents – Proposal and Claim Forms, Procedure

HDFC Life Insurance Forms and Documents – Proposal and Claim Forms, Procedure

April 1, 2016 By Anusha D

5/5 - (1 vote)

Policy Highlights

  • 1 HDFC Life Insurance Forms and Documents
  • 2 HDFC Life Insurance Policy Buying Procedure
  • 3 HDFC Life Insurance Proposal Forms / Application Forms
  • 4 Documents Required for HDFC Life Insurance Policy Buying
  • 5 HDFC Life Insurance Claim Process
  • 6 Steps for HDFC Life Insurance Claim Settlement
  • 7 Documents Required for HDFC Life Insurance Claim Settlement
  • 8 Documents for Natural Death
  • 9 Documents for Unnatural Death
  • 10 Download HDFC Life Insurance Claims Forms

HDFC Life Insurance Forms and Documents

HDFC Life Insurance Forms are available here to download. The HDFC Insurance forms include proposal forms and claims forms. These HDFC Life Forms and Documents helps you to buy the policy and to apply for the claim. To buy the policy, HDFC Life Insurance proposal form is used. To apply for a claim, HDFC Life Insurance claim form is used. Along with HDFC Life Insurance Forms, the customer needs to submit some other required documents that were mentioned below. You can find all HDFC Insurance Forms and documents on this page. You can also get the HDFC Life Insurance Forms from the official website, or you may visit the nearest HDFC Insurance Branch. Instead of visiting the branch office, you can easily download the HDFC Life Insurance Forms Online from our website policydunia.com.

Below, we are giving the claim procedure and buying process along with HDFC Life Insurance Forms and Documents. HDFC Life Insurance Claim Procedure gives you information about how to claim HDFC Life Insurance policy. HDFC Life Insurance Buying Procedure gives you information about how to buy HDFC Life Insurance policy. For detailed information about HDFC Life Insurance Forms, refer the below sections.

HDFC Life Insurance Policy Buying Procedure

Knowing the HDFC Life Insurance Buying Procedure is easy for the customer to buy a policy. Buying the insurance coverage means you arranged security to your life and your family also. The customer has to buy the insurance policy from the licensed agent. For buying the insurance policy, you need to know the rules and regulations of that policy. The insured has to select the premium amount, and he has to pay the amount in terms. Now-a-days, people are interested in taking policies. For the convenience of customers, the companies are providing the online services. By using the online services, it is easy to buy the HDFC Life Insurance Policy. You may download the proposal form from the website. With that proposal form, you have to attach some documents. Below, we are providing the HDFC Life Insurance Proposal Form for the customers to download through online.

HDFC Life Insurance Proposal Forms / Application Forms

Below, we are providing the HDFC Life Insurance Proposal Form for the customers to download through online.

HDFC Life Insurance annuity proposal form.

HDFC Life Insurance Member Information form.

HDFC Life Insurance Policy Service Request form.

HDFC Life Health Assure Proposal Form.

HDFC Life Group Credit Protect Plus Insurance Plan Proposal Form.

HDFC Life Insurance GTI New Business.

HDFC Group Credit Protect Insurance Plan Proposal Form.

Documents Required for HDFC Life Insurance Policy Buying

HDFC Life Insurance Forms are required to buy the Reliance Life Insurance Policy. The customer has to attach the documents along with the proposal form or application form. If you are buying the policy through online, then mail those documents to HDFC Life Insurance. Documents required along with the HDFC Life Insurance Proposal Form are as follows.

  1. Address Proof.
  2. Identity Proof.
  3. Permanent Address.
  4. Temporary Address.
  5. Pan Card.
  6. Income Proof.
  7. Self Attested Bank Passbook copy.

HDFC Life Insurance Claim Process

Most probably, the customers don’t know the claim procedure. The claim settlement is one of the valuable service given by the insurance companies. There are 2 types of Claims. They are Maturity claim and Death Claim. 

Maturity Claim means if the term of your insurance policy was completed, then the insured has to visit the nearest branch to make a claim for their sum assured. Actually, when your policy term period is completed, the company will intimate to you, to collect the cheque or money or they make payment through ECS (Electronic Clearing Service) credit.

Death Claim means when the insured had died then the sum assured will be given to their family members. To get sum assured, there is some process that the family members has to do.

Steps for HDFC Life Insurance Claim Settlement

HDFC Life Insurance Claim procedure is the easiest way when compared with other insurance companies. The HDFC Life Insurance Claim settlement will be done within 10 days from the date of receiving the documents by the company. We are giving the detailed claim procedure below.

  • When the insured had died, then the family members have to visit the nearest branch to make a claim.
  • Or they have to contact the insurance agent to know the Claim procedure.
  • Take the HDFC Life Insurance Form for Claim settlement.
  • Fill the details in that HDFC Life Insurance Claim Form.
  • Some of the documents have to be attached with that claim application form.
  • Then submit those HDFC Life Insurance Forms to the company.
  • The company will check the relevant documents.
  • And they will come to your house for inquiry purposes.
  • All this process will be settled in a few days only.
  • The process of claim settlement will be completed within 10 days only.

Documents Required for HDFC Life Insurance Claim Settlement

To make HDFC Life Insurance Claim Settlement, some documents are required. We are giving the detailed information about the HDFC Life Claim Evaluation process

HDFC Health Insurance Claims Process

http://www.hdfclife.com/customer-service/claims#

The following are the documents that are to be attached and submitted to the company to make a claim.

Documents for Natural Death

  • Death Claim Form (with NEFT Form).
  • Death Certificate issued by Hospital and Government.
  • Original and Xerox copy of Policy Document.
  • Address Proof.
  • Identity Proof.
  • Medical certificates at the time of past illness and death.

Documents for Unnatural Death

  • Death Claim Form (with NEFT Form).
  • Death Certificate issued by Hospital and Government.
  • Original and Xerox copy of Policy Document.
  • Address Proof.
  • Identity Proof.
  • Post mortan report.
  • FIR Report given by police.

Download HDFC Life Insurance Claims Forms

The following are the HDFC Life Insurance Forms to make HDFC Life Insurance Claim Settlement. Download the HDFC Life Insurance Claim Forms for both Individual and Group policies from the links which as available below.

HDFC Life Insurance NEFT-Mandate.

HDSL Statement of Death Claim.

HDSL Statement of Death Claim Specified Claim.

HDFC Life PMJJBY Claim Form.

HDFC Life Health Assure Plan.

The below is the HDFC Life Insurance Claim Request Form.

HDFC Life Claim Resquet form

http://www.hdfclife.com/customer-service/claims#

HDFC Life Insurance Contact Details

For any queries call to the HDFC Life Insurance Customer Care Number. Or visit the nearest branch of HDFC Life Insurance.

Contact Details:

The Customer Care Number is 1800 266 9777, 

  • 1860 267 9999 (Local Charges Applicable).

The official website of HDFC Life Insurance is www.hdfclife.com.

HDFC Life Insurance mail id is Life@HDFCLife.com.

HDFC Prudential SMS number is 5676727.

Filed Under: HDFC Standard Life, Life Insurance Tagged With: hdfclife.com

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