Kotak Life Insurance Forms and Documents – Proposal and Claim Form | Claim Process

Kotak Life Insurance Forms and Documents

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

Below, we are giving the claim procedure and buying process along with Kotak Life Insurance Forms and Documents. Kotak Life Insurance Claim Procedure gives you information about how to claim Kotak Life Insurance policy. Kotak Life Insurance Buying Procedure gives you information about how to buy Kotak Life Insurance policy. For detailed information about Kotak Life Insurance Forms, visit the official website.

Kotak Life Insurance Policy Buying Procedure

Knowing the Kotak Life Insurance Buying Procedure is easy for the customers to buy the 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 Kotak 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 Kotak Life Insurance Proposal Form for the customers to download through online.

Kotak Life Insurance Proposal Forms

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

There are some pensions plans after your retirement also. You have to select anyone of the pension plans. We are giving the Kotak Life Insurance Forms to download and apply for Kotak Life Insurance Pension plans.

Documents Required for Kotak Life Insurance Policy Buying

Kotak Life Insurance Forms are attached 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 Kotak Life Insurance. Documents required along with the Kotak 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.

 Kotak Life Insurance Claim Process

Most probably, the customers don’t know the claim procedure. The claim settlement is one of the valuable services 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 Kotak Life Insurance Claim Settlement

Kotak Life Insurance Claim procedure is the easiest way when compared with other insurance companies. The Kotak Life Insurance Claim settlement will be done within 7 to 15 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 Kotak Life Insurance Form for Claim settlement.
• Fill the details in that Kotak Life Insurance Claim Form.
• Some of the documents have to be attached with that claim application form.
• Then submit those Kotak 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 7 to 15 days only.

Documents Required for Kotak Life Insurance Claim Settlement

To make Kotak Life Insurance Claim Settlement, some documents are required. The following are the documents that are to be attached and submitted to the company to make a claim.

• Take the Kotak Life Insurance Forms from the nearest Kotak Life Insurance Branch.
• Or download the Kotak Life Insurance Forms from online.
• Take claim intimation form of Kotak Life Insurance.
• Original Policy Form.
• Original Death Certificate was given by the doctor.
• Bank Passbook copy.
• KYC/AML Document of Claimant.
• Address Proof.
• Insured photograph.
• Photo Id Proof.
• Driving License Xerox copy when the insured died in a case of an accident.
• All original documents or photocopies must be attested by any gazetted officer.

Download Kotak Life Insurance Claim Forms

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