Customer Service Policy Servicing

Customer Details

Request Type
Documents Required
Conditions
Contact details Change
Name Change
Date of Birth Change
In case of increasing age, please contact your nearest TALIC branch for premium details
Gender Change
Occupation Change
Address Change
Signature Change
Ownership Change
Nomination Change
Nomination Cancellation
Contingent Policy Holder Change

Policy Related Changes

Request Type
Documents Required
Conditions
Change of premium payment mode
Increase in Sum Assured
For details of increased premium, please contact your nearest TALIC branch for details
Decrease in Sum Assured
Please refer to the policy contract for further understanding
Addition of Rider
This can be done only on policy anniversary
Deletion of Rider
This can be done only on policy anniversary
Change of Basic Plan
Please refer to the policy contract for further understanding
Surrender of the policy
Please refer to the policy contract for further understanding
Assignment of the policy

Additional Documents Required

  • Identity & address proof in case of assignee being individuals.
  • Copy of Board resolution in case of assignee being Keyman
  • PAN card & address proof in case of assignee being Non-individuals
  • No KYC documents require in case of assignee being Banks
Please refer to the policy contract for further understanding
Policy Loan
Please refer to the policy contract for further understanding
Reassignment of the policy
Please refer to the policy contract for further understanding
Policy Lost and Application for Duplicate Policy Documents
  • Indemnity bond should be on Rs 500 stamp paper for Maharashtra and Rs 200 for other states.
  • Processing fee of Rs 285/- ( Inclusive of service tax).
Payout through Direct Credit
Nil
Cheque Re-issuance
Nil
Maturity Claim Discharge Voucher
Policy is due for Maturity Payment within 3 months
Annuity Certificate of Existence
Policy is due for Annuity Payment within 3 months
Activation of Life Stage Plus Option (LSPO) Benefit
This can be done only on policy anniversary

Unit Linked Changes

Request Type
Documents Required
Fund Switch , Premium Redirection, Top–up premium
Top–up premium with cover

Additional Documents required

Top–up premium investment

Additional Documents required

Autopay

Request Type
Documents Required
Conditions
Credit Card Direct Debit

The Authorization form along with the clear & self attested Credit Card copy should reach any of our branch offices at least 15 working days prior to the next premium due date. Kindly pay the premium amount by cash / cheque / online, if due during this period.

All Visa, MasterCard & American Express (AMEX) Credit Cards issued in India are accepted.

The form can also be handed over to your advisor or couriered / posted to the address mentioned in the form.

ECS & Direct Debit

The form and cancelled cheque should reach any of our branch offices at least 30 working days prior to the next premium due date. Kindly pay the premium amount by cash / cheque / online, if due during this period.

The form can also be handed over to your advisor or couriered / posted to the address mentioned in the form.

Standing Instruction - HSBC

HSBC SI should be stamped and attested by HSBC Bank.

To change the current premium payment mode of policy, RFC should accompany the SI form.

Account number should be 12 digits.

All you need to do is fill the HSBC SI form and have it stamped and attested by HSBC and submit it at any of our branch offices The form can also be handed over to your advisor or couriered / posted to the address mentioned in the form. Please note that an unattested form will be Rejected

The Standing Instruction form should reach any of our branch offices at least 15 working days prior to the next premium due date. Kindly pay the premium amount by cash / cheque / online, if due during this period.

Standing Instruction - SBI
  • Duly filled and signed Standing Instruction form. (Download this form in other Language)
  • Bank attestation
  • Original Personalized Cancelled cheque. In case a non-personalized cancelled cheque is provided, please ensure a clear self-attested photocopy of Bank Passbook/Bank Statement reflecting a/c number & a/c holder's name is given along with the cancelled cheque.
  • Bank Attestation should have the SS number, signature and sign of the authorized SBI official.

A/c number should be 11 digits. Form should be either attested by SBI or original cancelled cheque should be provided.

Premium amount should be correctly mentioned on the SI form.

To change in current premium payment mode of policy, RFC should accompany the SI form.

The Standing Instruction form along with the cancelled cheque should reach any of our branch offices at least 15 working days prior to the next premium due date. Kindly pay the premium amount by cash / cheque / online, if due during this period.

The form can also be handed over to your advisor or couriered / posted to the address mentioned in the form.

Standing Instruction - United Bank of India
  • Duly filled and signed Standing Instruction form. (Download this form in other Language)
  • Bank attestation
  • Original Personalized Cancelled cheque. In case a non-personalized cancelled cheque is provided, please ensure a clear self-attested photocopy of Bank Passbook/Bank Statement reflecting a/c number & a/c holder's name is given along with the cancelled cheque.
  • Bank Attestation should have the signature, stamp and designation of the authorized United Bank of India official.

A/c number should be 13 digits. Form should be either attested by United Bank of India or original cancelled cheque should be provided.

Premium amount should be correctly mentioned on the SI form.

To change in current premium payment mode of policy RFC should accompany the SI form.

The Standing Instruction form along with the cancelled cheque should reach any of our branch offices at least 15 working days prior to the next premium due date. Kindly pay the premium amount by cash / cheque / online, if due during this period.

The form can also be handed over to your advisor or couriered / posted to the address mentioned in the form.

Reinstatement

Request Type
Documents Required
Reinstatement within 180 days of Premium due date
  • Due premium and Interest as per rates applicable
Reinstatement after 180 days of Premium due date

Unit Linked Policies


For Tata AIA Life InvestAssure
For Tata AIA Life InvestAssure II & InvestAssure Plus
For Tata AIA Life InvestAssure Gold
For Tata AIA Life InvestAssure Care & Extra
For Tata AIA Life InvestAssure Flexi
For Tata AIA Life InvestAssure Future
For Tata AIA Life InvestAssure Health
For Tata AIA Life United Ujjwal Bhawishya
For Tata AIA Life InvestAssure Optima
For Tata AIA Life InvestAssure Swarna Jeevan
For Tata AIA Life InvestAssure Insta
For Tata AIA Life Jeevan Lakshya
For Tata AIA Life InvestAssure Flexi Plus, Tata AIA Life InvestAssure Gold Plus, Tata AIA Life Health Plus, Tata AIA Life InvestAssure Optima Plus, Tata AIA Life United Ujjwal Bhawishya Plus, Tata AIA Life InvestAssure Sampatti
For Tata AIA Life InvestAssure II +, Tata AIA Life InvestAssure Insta +, Tata AIA Life InvestAssure Plus Advantage, Tata AIA Life Lakhsya Plus, Tata AIA Life InvestAssure Superstar
For Tata AIA Life Lakshya Supreme,Tata AIA Life InvestAssure Plus Supreme,Tata AIA Life InvestAssure Flexi Supreme,Tata AIA Life Insurance United Ujjwal Bhawishya Supreme,Tata AIA Life Insurance Swarna Pratigya
Request for Change Form for Supreme Series