BENEFIT ILLUSTRATION

Tata AIA Life Insurance Fortune Pro

Proposal No:

Name of the Prospect / Policyholder: BhaiyaLal Yadav Name of the Product: Tata AIA Life Insurance Fortune Pro
Age (yrs) : 31 Tag Line : Unit Linked, Individual Life Insurance Savings Plan
Name of the Life Assured: BhaiyaLal Yadav Unique Identification No.: 110L112V04
Age (yrs) : 3 GST Rate: 18.0%
Sum Assured (Rs.): 2,10,000 Investment Strategy Opted for: NIL
Policy Term (yrs): 21 Funds opted for along with their risk level
Premium Payment Term (yrs): 10 Allocation Risk
Fund Name
Amount of Instalment Premium (Rs.): 1,666 Percentage Profile
Mode of Payment of Premium : Monthly Large Cap Equity Fund (ULIF 017 07/01/08 TLC 110) 100% High
Whole Life Mid-cap Equity Fund (ULIF 009 04/01/07 WLE 110) 0%
Whole Life Aggressive Growth Fund (ULIF 010 04/01/07 WLA 110) 0%
Whole Life Stable Growth Fund (ULIF 011 04/01/07 WLS 110) 0%
Whole Life Income Fund (ULIF 012 04/01/07 WLI 110) 0%
Whole Life Short Term Fixed Income Fund (ULIF 013 04/01/07 WLF 110) 0%
Multi Cap Fund (ULIF 060 15/07/14 MCF 110) 0%
India Consumption Fund (ULIF 061 15/07/14 ICF 110) 0%
Super Select Equity Fund (ULIF 035 16/10/09 TSS 110) 0%
Top 50 Fund (ULIF 026 12/01/09 ITF 110) 0%
Top 200 fund (ULIF 027 12/01/09 ITT 110) 0%

Rider Details

Rider Name (Benefit Option) UIN Sum Assured Coverage Term Premium Payment Term Premium without GST (Rs.)
(Rs.)
Tata AIA Life Insurance Waiver of Premium Plus (Linked) 110A025V02 ** 10 10 Refer 'Rider Charges'
Rider
** The benefit equals all future premiums payable under the base policy from the date of claim for a period as specified in the policy contract. Please refer the policy contract for more details.

How to read and understand this benefit illustration?

This benefit illustration is intended to show what charges are deducted from your premiums and how the unit fund, net of charges and taxes, may grow over the years of the
policy term if the fund earns a gross return of 8% p.a. or 4% p.a. These rates, i.e., 8% p.a. and 4% p.a. are assumed only for the purpose of illustrating the flow of benefits if the
returns are at this level. It should not be interpreted that the returns under the plan are going to be either 8% p.a. or 4% p.a.
Net Yield mentioned corresponds to the gross investment return of 8% p.a., net of all charges but does not consider mortality, morbidity charges, underwriting extra, if any,
guarantee charges and cost of riders, if deducted by cancellation of units. It demonstrates the impact of charges and taxes on the net yield. Please note that the mortality
charges per thousand sum assured in general, increases with age.
The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, morbidity, underwriting extra, cost of riders, etc. The investment risk
in this policy is borne by the policyholder, hence, for more details on terms and conditions please read sales literature carefully.
Some benefits are guaranteed and some benefits are variable with returns based on the future performance of your insurer carrying on life insurance business. If your policy
offers guaranteed benefits then these will be clearly marked "guaranteed" in the illustration table on this page. If your policy offers variable benefits then the illustration on this
page will show two different rates of assumed future investment returns, of 8% p.a. and 4% p.a. These assumed rates of return are not guaranteed and they are not the upper
or lower limits of what you might get back, as the value of your policy is dependant on a number of factors including future investment performance.
Part A of this statement presents a summary view of year-by-year charges deducted under the policy, fund value, surrender value and the death benefit, at two assumed rates
of return. Part B of this statement presents a detailed break-up of the charges, and other values.
 Tata AIA Life Insurance Fortune Pro

Part A
(Amount in Rupees)
At 4% p.a. Gross Investment Return At 8% p.a. Gross Investment Return
Policy Annualized Mortality, Commission
Fund at Surrender Mortality, Other Fund at payable to
Year Premium Morbidity Other GST End
Death
Morbidity Charges* GST End
Surrender Death
Charges* Value Benefit Value Benefit intermediary(Rs.)
Charges of Year Charges of Year
1 20,000 467 1,739 397 17,765 13,573 2,10,000 466 1,741 397 18,135 13,855 2,10,000 0
2 20,000 321 1,948 408 36,166 32,626 2,10,000 320 1,958 410 37,634 34,094 2,10,000 0
3 20,000 219 2,058 410 55,293 52,933 2,10,000 216 2,088 415 58,665 56,305 2,10,000 0
4 20,000 148 2,274 436 75,012 73,832 2,10,000 143 2,332 445 81,169 79,989 2,10,000 0
5 20,000 99 2,495 467 95,313 95,313 2,10,000 93 2,592 483 1,05,218 1,05,218 2,10,000 0
6 20,000 67 2,523 466 1,16,433 1,16,433 2,10,000 59 2,672 492 1,31,137 1,31,137 2,10,000 0
7 20,000 46 2,771 507 1,38,125 1,38,125 2,10,000 36 2,985 544 1,58,775 1,58,775 2,10,000 0
8 20,000 31 2,800 509 1,60,669 1,60,669 2,10,000 19 3,093 560 1,88,515 1,88,515 2,10,000 0
9 20,000 20 3,024 548 1,83,860 1,83,860 2,10,000 4 3,413 615 2,20,263 2,20,263 2,20,263 0
10 20,000 8 3,247 586 2,07,724 2,07,724 2,10,000 0 3,748 674 2,54,146 2,54,146 2,54,146 0
11 0 0 2,679 482 2,13,240 2,13,240 2,13,240 0 3,309 595 2,70,974 2,70,974 2,70,974 0
12 0 0 2,746 494 2,18,907 2,18,907 2,18,907 0 3,518 633 2,88,929 2,88,929 2,88,929 0
13 0 0 2,815 507 2,24,730 2,24,730 2,24,730 0 3,741 673 3,08,085 3,08,085 3,08,085 0
14 0 0 2,886 519 2,30,712 2,30,712 2,30,712 0 3,979 716 3,28,523 3,28,523 3,28,523 0
15 0 0 2,959 533 2,36,858 2,36,858 2,36,858 0 4,233 762 3,50,329 3,50,329 3,50,329 0
16 0 0 3,034 546 2,43,173 2,43,173 2,43,173 0 4,505 811 3,73,595 3,73,595 3,73,595 0
17 0 0 3,111 560 2,49,661 2,49,661 2,49,661 0 4,794 863 3,98,419 3,98,419 3,98,419 0
18 0 0 3,190 574 2,56,327 2,56,327 2,56,327 0 5,102 918 4,24,904 4,24,904 4,24,904 0
19 0 0 3,271 589 2,63,175 2,63,175 2,63,175 0 5,432 978 4,53,161 4,53,161 4,53,161 0
20 0 0 3,354 604 2,70,211 2,70,211 2,70,211 0 5,783 1,041 4,83,311 4,83,311 4,83,311 0
21 0 0 3,440 619 2,77,441 2,77,441 2,77,441 0 6,158 1,108 5,15,478 5,15,478 5,15,478 0

*Other charges includes Premium Allocation Charge, Policy Admin Charge, Fund Management Charge and Rider Charges, if any. See Part B for details.

IN THIS POLICY, THE INVESTMENT RISK IS BORNE BY THE POLICYHOLDER AND THE ABOVE INTEREST RATES ARE ONLY FOR ILLUSTRATIVE PURPOSE.

I, ................ (name), have explained the premiums, charges and benefits under I,............. (name), having received the information with respect to the above, have
the policy fully to the prospect / policyholder. understood the above statement before entering into the contract.

Place :
Date : Signature of Agent/ Intermediary/ Official Date : Signature of Prospect/ Policyholder
 Tata AIA Life Insurance Fortune Pro
Part B
Gross Yield 8% p.a Net Yield 6.44% Amount in Rupees

Premium Annualized
Annualized Allocation Premium - Mortality Policy Guarantee Rider Additions Fund Fund Surrender Death
Policy Year Premium Charge Premium charge GST Admin Charge Charges to the before FMC at End Value Benefit
(AP) (PAC) Allocation Charge Fund* FMC of Year
Charges
1 20,000 1,200 18,800 466 397 150 0 274 0 18,156 117 18,135 13,855 2,10,000
2 20,000 1,200 18,800 320 410 150 0 265 0 37,679 343 37,634 34,094 2,10,000
3 20,000 1,100 18,900 216 415 150 0 250 0 58,734 588 58,665 56,305 2,10,000
4 20,000 1,100 18,900 143 445 150 0 232 0 81,265 850 81,169 79,989 2,10,000
5 20,000 1,100 18,900 93 483 150 0 212 0 1,05,343 1,130 1,05,218 1,05,218 2,10,000
6 20,000 900 19,100 59 492 150 0 191 0 1,31,292 1,431 1,31,137 1,31,137 2,10,000
7 20,000 900 19,100 36 544 150 0 181 0 1,58,962 1,754 1,58,775 1,58,775 2,10,000
8 20,000 700 19,300 19 560 150 0 144 0 1,88,738 2,099 1,88,515 1,88,515 2,10,000
9 20,000 700 19,300 4 615 150 0 93 0 2,20,523 2,469 2,20,263 2,20,263 2,20,263
10 20,000 700 19,300 0 674 150 0 33 0 2,54,447 2,865 2,54,146 2,54,146 2,54,146
11 0 0 0 0 595 150 0 0 541 2,70,753 3,158 2,70,974 2,70,974 2,70,974
12 0 0 0 0 633 150 0 0 577 2,88,693 3,368 2,88,929 2,88,929 2,88,929
13 0 0 0 0 673 150 0 0 615 3,07,833 3,591 3,08,085 3,08,085 3,08,085
14 0 0 0 0 716 150 0 0 656 3,28,255 3,829 3,28,523 3,28,523 3,28,523
15 0 0 0 0 762 150 0 0 699 3,50,043 4,083 3,50,329 3,50,329 3,50,329
16 0 0 0 0 811 150 0 0 746 3,73,290 4,354 3,73,595 3,73,595 3,73,595
17 0 0 0 0 863 150 0 0 795 3,98,093 4,643 3,98,419 3,98,419 3,98,419
18 0 0 0 0 918 150 0 0 848 4,24,557 4,952 4,24,904 4,24,904 4,24,904
19 0 0 0 0 978 150 0 0 905 4,52,791 5,281 4,53,161 4,53,161 4,53,161
20 0 0 0 0 1,041 150 0 0 965 4,82,916 5,632 4,83,311 4,83,311 4,83,311
21 0 0 0 0 1,108 150 0 0 1,029 5,15,057 6,007 5,15,478 5,15,478 5,15,478
 Gross Yield 4% p.a Amount in Rupees

Premium Annualized
Annualized Allocation Premium - Mortality Policy Guarantee Rider Additions Fund Fund Surrender Death
Policy Year Premium Charge Premium charge GST Admin Charge Charges to the before FMC at End Value Benefit
(AP) (PAC) Allocation Charge Fund* FMC of Year
Charges
1 20,000 1,200 18,800 467 397 150 0 274 0 17,786 115 17,765 13,573 2,10,000
2 20,000 1,200 18,800 321 408 150 0 265 0 36,208 333 36,166 32,626 2,10,000
3 20,000 1,100 18,900 219 410 150 0 250 0 55,358 558 55,293 52,933 2,10,000
4 20,000 1,100 18,900 148 436 150 0 232 0 75,100 792 75,012 73,832 2,10,000
5 20,000 1,100 18,900 99 467 150 0 212 0 95,426 1,033 95,313 95,313 2,10,000
6 20,000 900 19,100 67 466 150 0 191 0 1,16,570 1,282 1,16,433 1,16,433 2,10,000
7 20,000 900 19,100 46 507 150 0 181 0 1,38,288 1,539 1,38,125 1,38,125 2,10,000
8 20,000 700 19,300 31 509 150 0 144 0 1,60,859 1,806 1,60,669 1,60,669 2,10,000
9 20,000 700 19,300 20 548 150 0 93 0 1,84,077 2,081 1,83,860 1,83,860 2,10,000
10 20,000 700 19,300 8 586 150 0 33 0 2,07,970 2,364 2,07,724 2,07,724 2,10,000
11 0 0 0 0 482 150 0 0 426 2,13,066 2,529 2,13,240 2,13,240 2,13,240
12 0 0 0 0 494 150 0 0 437 2,18,728 2,596 2,18,907 2,18,907 2,18,907
13 0 0 0 0 507 150 0 0 449 2,24,546 2,665 2,24,730 2,24,730 2,24,730
14 0 0 0 0 519 150 0 0 461 2,30,523 2,736 2,30,712 2,30,712 2,30,712
15 0 0 0 0 533 150 0 0 473 2,36,665 2,809 2,36,858 2,36,858 2,36,858
16 0 0 0 0 546 150 0 0 485 2,42,974 2,883 2,43,173 2,43,173 2,43,173
17 0 0 0 0 560 150 0 0 498 2,49,457 2,960 2,49,661 2,49,661 2,49,661
18 0 0 0 0 574 150 0 0 512 2,56,117 3,039 2,56,327 2,56,327 2,56,327
19 0 0 0 0 589 150 0 0 525 2,62,960 3,121 2,63,175 2,63,175 2,63,175
20 0 0 0 0 604 150 0 0 539 2,69,991 3,204 2,70,211 2,70,211 2,70,211
21 0 0 0 0 619 150 0 0 554 2,77,214 3,290 2,77,441 2,77,441 2,77,441

Notes:
1. Refer the sales literature for explanation of terms used in this illustration.
2. Fund management charge is based on the specific fund option(s) chosen.
3. *Additions to the Fund refers to the Loyalty Additions under the plan.

I, ................ (name), have explained the premiums, charges and benefits I,............. (name), having received the information with respect to the above, have
under the policy fully to the prospect / policyholder. understood the above statement before entering into the contract.

Place :
Date : Signature of Agent/ Intermediary/ Official Date : Signature of Prospect/ Policyholder

Unique Reference Number - L&C/Advt/2021/Feb/0110

Tata AIA Life Insurance Company Ltd. (IRDA of India Regn No. 110) (CIN: U66010MH2000PLC128403)
Registered and Corporate Office: 14th Floor, Tower A, Peninsula Business Park, Senapati Bapat Marg, Lower Parel, Mumbai- 400013 Trade logo displayed above belongs to Tata
Sons Ltd and AIA Group Ltd. and is used by Tata AIA Life Insurance Company Ltd under a license. For more information, Call the Tata AIA Life Insurance Company Ltd Helpline
number1860-266-9966 (local charges apply) or Visit us at: www.tataaia.com or SMS 'LIFE' to 58888