This document contains a form for a Shriram Life Insurance policy that must be filled out by a BM or FLS. The form requests details about the customer including name, date of birth, marital status, father's name, annual income, plan name, age and policy proofs, policy and premium terms, sum assured, premium amount, riders, agent details, physical attributes, contact information, education, occupation, address, nominee details, and health status of nominees. The form must be physically filled out, signed, and dated by the BM or FLS before a proposal can be entered into the system. Oral confirmations without the physical form are not permitted.
This document contains a form for a Shriram Life Insurance policy that must be filled out by a BM or FLS. The form requests details about the customer including name, date of birth, marital status, father's name, annual income, plan name, age and policy proofs, policy and premium terms, sum assured, premium amount, riders, agent details, physical attributes, contact information, education, occupation, address, nominee details, and health status of nominees. The form must be physically filled out, signed, and dated by the BM or FLS before a proposal can be entered into the system. Oral confirmations without the physical form are not permitted.
This document contains a form for a Shriram Life Insurance policy that must be filled out by a BM or FLS. The form requests details about the customer including name, date of birth, marital status, father's name, annual income, plan name, age and policy proofs, policy and premium terms, sum assured, premium amount, riders, agent details, physical attributes, contact information, education, occupation, address, nominee details, and health status of nominees. The form must be physically filled out, signed, and dated by the BM or FLS before a proposal can be entered into the system. Oral confirmations without the physical form are not permitted.
BM/FLS NAME: STFC CODE: 1. FULL NAME * = 2. DATE OF BIRTH* = 3. MARITAL STATUS* = 4. FULL FATHER NAME* = 5. ANNUAL INCOME * = 6. PLAN NAME * = 7. AGE PROOF TYPE * = 8. POLICY TERM * = 9. PREMIUM TERM * = 10. SUM ASSURED * = 11. PREMIUM AMOUNT * = 12. RIDERS (AB AND FIB) * = 13. AGENT CODE and NAME * = ( ) NAME : 14. WEIGHT AND HEIGHT * = AND 15. CELL NO * = 16. EDUCATIONAL QUALIFICATION*= 17. OCCUPTION * = 18. EMAIL ID = 19. NOMINEE DETAILS = 20. ADDRESS WITH PIN CODE * =
FULL NAME RELATIONSHIP WITH LIVE OR DEATH AGE (INCASE)DEATH HEALTH
CUSTOMER BOD STATUS
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PLACE AND DATE SING AND SEAL
NOTE: ONLY AFTER RECEIVING PHYSICAL FORM WHICH IS FILLED BY BM AND FLS AND ALONG WITH SIGNATURES, THEN ONLY PROPOSALS WILL BE ENTERED IN SYSTEM. ORAL CONFIRMATIONS ARE NOT ALLOWED.