Filling_Prop_ULIPv02241007

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Information about Filling_Prop_ULIPv02241007
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Published on May 20, 2009

Author: ketankhakharia

Source: authorstream.com

Slide 1: V02 241007 ULIP FORM FILLING PROCESS Slide 2: V02 241007 of the Proposer Slide 3: V02 241007 600360929 1877273 140684 MS004 ? ? Slide 4: V02 241007 600360929 1877273 140684 MS004 ? Slide 5: V02 241007 600360929 1877273 140684 MS004 ? READ Slide 6: V02 241007 600360929 1877273 140684 MS004 ? The full signature of the proposer Slide 7: V02 241007 ? P A N K A J K U M A R M I S R A M I S R A G O P A L ? Dr A. P. J. Abdul Kalam Advocate Praveen Chandra Kulkarni Professor Ajay Gulati Ms. Anju Gupta ? ? ? ? Col. Dinesh Shukla Mrs. Kaveri Misra Gender of the proposer Slide 8: V02 241007 ? P A N K A J K U M A R M I S R A M I S R A G O P A L ? 0 7 0 4 1 9 6 4 Proof of Date of Birth of LTOBI Passport Voter ID Card Driving License Municipality Birth Certificate School / College Certificate Pan Others:__________ Check for accepted date of birth with Age Calculator Look into the Amsure Insurance Planner Guide for all options Slide 9: V02 241007 Enter Important notice: DOB proof other than Hindi/ English would require a declaration from the Proposer. Declaration must be attested by the Proposer. Slide 10: V02 241007 All AML documents are for the Proposer and Date of Birth Proof of the Life To Be Insured Slide 11: V02 241007 ? P A N K A J K U M A R M I S R A M I S R A G O P A L ? 0 7 0 4 1 9 6 4 ? Husband / Wife Father / Mother Child (Minor) Appointee now is a must. Appointee declaration to be filled. Slide 12: V02 241007 Declaration: If the Proposer insists on a nominee who is not a relative. Declaration must be attested by the Proposer Slide 13: V02 241007 ? P A N K A J K U M A R M I S R A M I S R A G O P A L ? 0 7 0 4 1 9 6 4 ? ? ? K A V E R I M I S R A P A N K A J M I S R A ? 3 0 0 4 1 9 6 7 No proof required in case of Nominee If proposer and L2BI are same- Tick nominee and give nominee details In case of more than 1 nominee, attach customer letter Date of birth of Nominee is required if minor (Mandatory). Slide 14: V02 241007 ? P A N K A J K U M A R M I S R A M I S R A G O P A L ? 0 7 0 4 1 9 6 4 ? ? K A V E R I M I S R A P A N K A J M I S R A ? 3 0 0 4 1 9 6 7 ? Proposer must have insurable interest in Life insured e.g: Husband for wife ( Husbands life must be insured) Wife for Husband ( Wife’s life must be insured) Parent for Child (Minor / Non working - dependant) Grand parent for child (When parents not alive/or with NOC) Slide 15: V02 241007 ? P A N K A J K U M A R M I S R A M I S R A G O P A L ? 0 7 0 4 1 9 6 4 ? Cross out and have full signature of Proposer ? K A V E R I M I S R A P A N K A J M I S R A ? 3 0 0 4 1 9 6 7 ? Pankaj does not have a middle name. Do not correct or overwrite Pankaj Misra Date of Birth Proof Mandatory Slide 16: V02 241007 ? ? ? ? Submit Photocopy ? ? ? ? Life to be insured Give age proof if L to BI is different from Proposer Slide 17: V02 241007 ? ? ? Should have the same address as mentioned here P A N K A J M I S R A 1 2 9 1, S E C T O R 3 7 N O I D A U.P 2 0 1 3 0 1 0 1 2 0 4 5 3 2 6 1 9 8 1 0 1 6 6 6 6 6 K A V E R I M I S R A 1 2 9 1, S E C T O R 3 7 N O I D A U.P 2 0 1 3 0 1 0 1 2 0 4 5 3 2 6 1 9 8 1 0 1 6 6 6 6 7 pmisra@yahoo.com If not marked as either current or permanent will be taken as current Slide 18: V02 241007 ? ? If current address is the same as permanent address then do as shown below P A N K A J M I S R A 1 7 1 B, S E C T O R 3 7 N O I D A U.P 2 0 1 3 0 1 0 1 2 0 4 5 6 2 6 1 9 8 1 0 1 6 6 6 6 6 M I S R A 1 7 1 B, S E C T O R 3 7 N O I D A U.P 2 0 1 3 0 1 0 1 2 0 4 5 3 2 6 1 9 8 1 0 1 6 6 6 6 7 K A V E R I If current address is the not the same as permanent address then submit address proof of both current and permanent address Slide 19: V02 241007 ? ? SERVICE , MANAGER SERVICE , TRAINER TRANSE MEDIA SERVICES ABC CONSULTANTS ADVERTISING TRAINING CLIENT SERVICING TRAINING 4,0 0 ,0 0 0 /- 1,0 0,0 0 0 /- ? PILOT, GRP. CAPT INDIANAIRFORCE FLYING CARGO TRANSPORT 4, 0 0,0 0 0 /- Lets take another example here Rental income Business/ Tuition ? SERVICE , TRAINER ABC CONSULTANTS TRAINING TRAINING 1, 0 0,0 0 0 /- Slide 20: V02 241007 Armed service Questionnaire Merchant Navy Questionnaire Mining and Quarrying Questionnaire Oil and Natural Gas Questionnaire House Wife Questionnaire Private Tuition Questionnaire QUESTIONAIRE’S Slide 21: V02 241007 ? In the pilot's case : FLY CARGO TO ARMY LOCATIONS DRIVER , HEAVY VEHICAL / CAR ? ? ? INVESTMENT ? If customer ticks “NO” , then No questionnaire is required irrespective of the occupation. If the customer ticks “Yes” and there is a relevant questionnaire , please collect the same. If the customer ticks “Yes” and there is no questionnaire relevant to that occupation, then Details should be given in the space provided. If Proposer and L2BI are different then L2BI details are required only Slide 22: V02 241007 ? IN PANKAJ’S CASE: ? ? INVESTMENT ? Slide 23: V02 241007 ? 1,00,000/- 10,000/- 5,000/- ? If customer opts for INCREASING OPTION Tick Fill Otherwise ? 2500/- Max is 25% of cumulative ATP. Minimum one can put is 2500/- Sum Assured is 10 times the Annual Target Premium Look at the limits specified in the product brochures Slide 24: V02 241007 It is Mandatory to select one of the term available Also while opting term please check L2BI’s Age with min & max maturity Age as well, i.e., if L2Bi’s age is 2 years he/she can’t opt for 15 year term as Min maturity age is 18 years Similarly for L2Bi’s age is 55 & more can’t opt for 20 year term as Max maturity age is 75 Slide 25: V02 241007 ? 1,00,000/- 10,000/- 5,000/- 1,00,000/- 2500/- Only PAB rider is allowed ,all basic criteria for PAB rider will remain same, Don’t specify rider premium in form also don’t add the rider premium value to total premium Failing which will be treated as discrepant application Slide 26: V02 241007 ? 1,00,000/- 10,000/- 5,000/- 1,00,000/- 2500/- Only PAB rider: Check FOR ALL THE RIDER FEATURES Slide 27: V02 241007 TEN THOUSAND ONLY 1 0, 0 0 0/- ? ? ? ? Cash Maximum Rs. 20,000/- 123456 12/01/07 HDFC BANK LTD, NFC, NEW DELHI Third party payments not accepted. Otherwise fill Payor details (FOLLOW RULES) Leader paying through his credit card for his DL not possible as there is no blood relation/Insurable interest here Check AMWAY regulations also Cheques and Drafts to be made in favor of : AMSURE INSURANCE AGENCY LTD Draft is payable at nearest Amway branch city Slide 28: V02 241007 0111050007385 HDFC BANK LTD, NFC, NEW DELHI ? ? ? ? A H T P M 9 4 2 4 E A Nine digit code on cheque. This is a unique code for each branch of any bank. This is MANDATORY. If bank does not have MICR then write as NON-MICR BANK The Proposer’s April, 2000 I do not have a bank account 1 2 3 4 3 2 1 2 4 Slide 29: V02 241007 ? There is only Annual premium ? ? KAVERI MISRA WIFE SELF RENT Doctor/ CA own practice 1123, JAMSHEDKUNJ, M.G ROAD LUCKNOW Slide 30: V02 241007 100 If the customer chooses to allocate % to a particular fund, he must allocate at least 20%. It is ok to not allocate any % to one or more funds. However, the allocation, if done cannot be less than 20%. Lets look at some examples Slide 31: V02 241007 WE HAVE DEALT WITH THIS EARLIER Slide 32: V02 241007 1234578 SELF LIC OCT, 1998 MONEYBACK, 10 1,00,000 INFORCED Implication: Effect Financial / Medical Underwriting. Slide 33: V02 241007 1234578 SELF LIC OCT, 1998 MONEYBACK, 10 1,00,000 Implication: Shows Financial status of Proposer Medical Grid: Understand this well : V02 241007 Medical Grid: Understand this well Slide 35: V02 241007 Slide 36: V02 241007 Slide 37: V02 241007 CRITICAL: This section must be filled with caution. In case the response to any of the given statements is yes, irrespective of age, the customer will need to fill section E Do not fill if age is more than 50. Section E is then mandatory Slide 38: V02 241007 As all responses are “NO” and if age is less than 50, do not fill SECTION E ? ? ? ? ? ? Slide 39: V02 241007 CRITICAL: This section must be filled with caution. As response to one or more is “Yes”, even if age is less than 50, FILL SECTION E ? ? ? ? ? Slide 40: V02 241007 As response to one is “Yes”, even if age is less than 50, FILL SECTION E ? ? ? ? ? ? Slide 41: V02 241007 65 HIGH BP 55 32 GOOD 39 GOOD 69 66 ARTHRITIS 32 GOOD 42 GOOD GOOD 42 GOOD ACCIDENT If more than 1 brother or sister, mention details side by side Brothers 32, 36 GOOD, GOOD Sisters 32, GOOD, 25, ACCIDENT Slide 42: V02 241007 5 0 8 7 2 ? 5 0 2 ? 5 2 ? Slide 43: V02 241007 ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? If any one or more are responded to with a “YES” - You fill a required Questionnaire Get a required medical test done – The Underwriter recommends ? Questionnaire Chest pain Coronary Artery Disease Hypertension Diabetes Respiratory Tuberculosis Thyroid Digestive Disorder Tumor Kidney and Urinary Disorder Epilepsy Nervous Disorder Cataract Backache Musculoskeletal Gout Gynecological Slide 44: V02 241007 Provide documentation/ reports (Discharge summary) if response is “Yes”. ? ? ? ? ? ? ? ? ? ? 10 ml Whisky everyday since last 2 year 10 cige every day since last 3 years Slide 45: V02 241007 Fill questionnaire where required Diving Questionnaire Mountaineering Questionnaire Parachuting Questionnaire Aviation Questionnaire Slide 46: V02 241007 The underwriter may ask for Husbands/ wife’s cover details if they feel the need Slide 47: V02 241007 Pankaj Misra Kaveri Misra… Ankur Kumar A N K U R K U M A R DATE POLICY IS SIGNED CITY POLICY IS SIGNED OFFICE ADDRESS Amsure Insurance planner Nominee cannot be the witness Mandatory or else will be sent back as a discrepancy Slide 48: V02 241007 Hindi, Punjabi, Malayalam, Bengali, Gujrati etc Amit Sharma A M I T S H A R M A 1 2 9 3, S E C T O R 3 7 N O I D A 2 0 1 3 0 1 No person associated with the company can sign the vernacular declaration. Slide 49: V02 241007 Mandatory or else will be sent back as a discrepancy AIP Specify period Respond appropriately client Same AIP as on page 1 Same AIP as on page 1 Slide 50: V02 241007 Read carefully Slide 51: V02 241007 Cheques and drafts to be made in favor of : MAX NEWYORK LIFE INSURANCE CO. LTD. Draft is payable at nearest Amway branch city Tear of and give back to customer

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