DOCUMENTS REQUIRED FOR FRESH AGENCY APPLICATIONS

Step No : 1 (FOR FRESH SPONSORSHIP AT OPERATING OFFICE)

SL.NO. PRELIMINARY DOCUMENTS REQUIRED FOR SPONSORSHIP

01 NEW APPLICATION FORM I IN IRDA FORMAT
1. New Candidates applying for the first time – Form I (A)
2. Life Insurance Agents have to submit Form I (B)
02 PASSPORT SIZE PHOTOGRAPH DULY AFFIXED IN THE SPACE
PROVIDED FOR
03 INTERVIEW RATING SHEET BY OFFICE INCHARGE
04 SPONSORSHIP FORM (since it has all details of Biodata)
05 PAN CARD COPY
06 SSLC / HSE / PUC MARK SHEET
(WITH PROOF OF DATE OF BIRTH)
07 HIGHER QUALIFICATION PROOF LIKE
DIPLOMA / UG / PG (PROVISIONAL OR DEGREE ONLY)
(MARK SHEETS ARE NOT NECESSARY)
08 RESIDENTIAL ADDRESS PROOF – AADHAR CARD OR ANY
OTHER PROOF AUTHORISED BY ELECTION COMMISSION OF
INDIA
09 SELF DECLARATION FROM APPLICANT REGARDING
NO RELATIVES IN NEW INDIA
(AS MENTIONED IN THE GUIDELINES ISSUED BY IRDAI)

STEP NO : 2 (After Sponsorship with URN (Unique Reference Number)

 Fresh Applicants including Life Insurance Agents can attend Pre-Licensing

Training for 25 hrs (Online or Offline as per their wish) – (Not mandatory)
and have to pass the Online Exam conducted by NSE IT LTD;
thereafter submit the following :

01 Training Completion Certificate issued, if any

02 After Completion of Pre-Licensing training, candidates are required
to pay Rs.350/- towards Online Exam fee to NSE IT LTD
03 AGENCY EXAMINATION PASSED CERTIFICATE

STEP NO : 3 After successful completion of online Exam;

 Fresh Applicants have to submit all the above documents through Proper
Channel to RO Designated Person –IRDA for getting Appointment Letter of the
Company