Documents Required to Buy a Life Insurance Plan in India

To buy a life insurance policy, the following documents will be needed from a potential policyholder:

  • PAN card
  • Proof of Address
  • Any previous relevant medical records
  • Birth Certificate
  • Income Tax Return receipts

File a Life Insurance Claim with Ease

  • To file a claim on a purchased life insurance policy, you simply have to visit the website of the insurer and visit the claims section. You will be asked to verify policy details and submit all the required details of the life assured and nominee for the insurance company to initiate the claim.
  • You can apply for a claim via a non-digital way. Just pick up your phone, dial the customer service desk of the insurance company, and inform them of the situation and the required details needed to file the claim.
  • For a more traditional approach, visit a branch of the insurance company with all the mandatory documents and fill up the necessary forms to submit the claim details.

Tips for Avoiding Life Insurance Claim Rejection

A seamless approval of a claim is a much-needed convenience in times of emergencies and stressful situations.

To ensure a claim does not get rejected, keep in mind the following tips:

  • Understand your policy document and the mentioned benefits and services completely in order to prevent any misunderstanding during the claims process
  • When filling out a life insurance policy, be honest in submitting information about your health and other private details
  • Pay all your premiums on time
  • Ensure your representative/nominees/family members connected to the life insurance policy are familiar with the policy details and the claims process
  • Disclose all relevant changes or updates to your health, lifestyle, and situation, to the policyholder

LifeLine Policy

At LifelinePolicy, we simplify financial decisions by providing reliable insights on insurance, investments, loans, and policies. Our goal is to help individuals and families make informed choices that secure their financial future. Whether you're looking for the right life insurance plan or comparing policy options, we've got you covered with expert-backed content and tools.

Contact us

Address :
3/27, Abith Colony,
Industrial Area,Saidapet,
Chennai, Tamil Nadu 600015.

Phone :
(+91) 7395 651 525

Email :
[email protected]

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