CLIENT’S PROFILE

Sl No. REQUIRED DETAILS DETAILS OF PROPOSER DETAILS OF LIFE TO BE INSURED

01 Name
02 Date of birth
03 Mobile No.
04 E-Mail ID
05 Highest Education
06 Annual Income
07 Name of Office
08 Designation
09 No. of years in service

10 Address of office

Nominee Name
11 Nominee DOB
Nominee Address
Appointee Name
12 Appointee DOB
Appointee Address
13 Height
14 Weight
15 Father’s age
16 Mother’s Name
17 Mother’s age
18 Brother’s age
19 Sister’s age
20 Spouse age
21 Son’s age
22 Daughter’s age
23 Place of birth City: City:
Country: India Country: India
ID Proof Proposer PAN/Voter ID/Driving License/AADHAR or Ration Card
Address Proof Proposer PAN/Voter ID/ Driving License /AADHAR or Ration Card
Age Proof Life insured Voter ID/Passport/ Driving License /Aadhar Card/ High
School mark sheet/Certificate etc.
24 Documents Bank Proof Proposer Bank statement/copy of passbook/ personalized
cancelled cheque etc.
Education Proof Child (if child life is to be insured) latest fee receipt
PAN Card Proposer For total annual premium more than 49,500/only
Income proof Proposer For total annual premium more than 99990/ only