Claim Forms & Downloads
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List of required documents
Documents to be Submitted
Non-Early Claim
**Early Claim
Claimant Statement Form
✓
✓
Death Certificate issued by Municipal Authority/ Gram Panchayat
✓
✓
Cancelled Cheque with pre-printed name/Bank Passbook with photograph (along with stamp and signature of the authorized signatory)/Online bank statement with transactions for last 3 months
✓
✓
Original Policy Document or Indemnity Bond in case Policy document is Lost
✓
✓
KYC Document of Claimant/Beneficiary/Nominee (ID Proof, Address Proof, Photograph and Relationship Proof).
✓
✓
Medical Attendant's Certificate, if any
❌
✓
Employer's Certificate (if employed)
❌
✓
Medical records (admission notes, discharge/ death summary, treatment records etc.
❌
✓
Additional Requirements for Accidental/Unnatural Death
Non-Early Claim
Early Claim
FIR & Final Police Closure Report
✓
✓
Post Mortem Report
✓
✓
Policy Inquest Report/Inquest Panchnama
✓
✓
Newspaper Cutting (if any)
✓
✓
Additional Requirements for below stated scenario:
1) Application to dispense for legal evidence to title (if the nominee has also expired)
2) Deed of Relinquishment (if Waiver of Premium applicable)
3) Copy of NRO/Indian Bank Account (if claimant is NRI/FNIO)
4) Banker's Certificate with details of new Karta (if HUF policy claim)
5) Outstanding loan account statement (if policy is assigned in favour of a financial institution, other than ABSLI)
*Legally entitled beneficiaries for below stated scenario
1) Assignee, if the policy is assigned (to the extent of outstanding loan as on date of event)
2) Class I legal heir of the life insured, if nominee has pre-deceased the life insured
3) Class I legal heir of the nominee, if life insured has pre-deceased the nominee
4) Guardian/appointee, if the nominee is minor
5) Class I legal heir of nominee/entitled beneficiary as per WILL after the death of nominee, if it is a staggered payout claim
**Early Claim: Claim within 3 years from date of issue or reinstatement with COI.
Standard Documents: (For all death claims)
In case of early claim: (Less than 36 months from date of policy issuance)
Change request form
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List of required documents
S.No.
Document Name
Critical Illness (CI) Rider / CI Plus / Waiver of Premium CI / Lady Rider
Accidental Dismemberment
Accidental Disability
1
Critical Illness Claimant's Statement with KYC - ID Proof / Relationship Proof
✓
❌
❌
2
Critical Illness Hospital Treatment Certificate
✓
❌
❌
3
Critical Illness Family Physician's Certificate
✓
❌
❌
4
Certificate by Employer
✓
❌
❌
5
Original Policy Document / Indemnity Bond (In case Original Policy document is lost)
✓
✓
✓
6
Medical Reports
✓
✓
✓
7
Claimant's Statement for Accidental Dismemberment Rider along with KYC - ID Proof / Relationship Proof
❌
✓
❌
8
Accidental Dismemberment Questionnaire to be Completed by Doctor
❌
✓
❌
9
Cancelled Cheque with NEFT details
❌
✓
✓
10
Claimant's Statement for Disability Claim along with KYC - ID Proof
❌
❌
✓
11
Medical Certificate for Disability
❌
❌
✓
12
Continuous Disability Statement
❌
❌
✓
13
Police Report
❌
❌
✓
Critical Illness (CI) Rider, CI Plus, Waiver of Premium CI, Lady Rider:
Accidental Dismemberment:
Accidental Disability:
Cancershield:
Critishield:
-
List of required documents
S.No.
Document Name
Employer – Employee policy
EDLI Policy
Affinity Policy
Affinity Policy – Borrower Lender Policy
In case of Unnatural Death
1
Copy of Death Certificate issued by Municipal Authority / Gram Panchayat
✓
✓
✓
❌
❌
2
Death Claim Form
✓
✓
✓
❌
❌
3
Claimant's statement along with KYC – ID Proof / Relationship Proof
❌
❌
✓
❌
❌
4
Medical Attendant's Certificate
❌
❌
❌
✓
❌
5
Cancelled cheque with NEFT details
❌
❌
❌
✓
❌
6
Certificate of Insurability
❌
❌
❌
✓
❌
7
Employer's Certificate – In case Life Assured is employed
❌
❌
❌
✓
❌
8
Age Proof
❌
❌
❌
✓
❌
9
Loan Account's Statement
❌
❌
❌
✓
❌
10
First Information Report
❌
❌
❌
❌
✓
11
Post Mortem Report
❌
❌
❌
❌
✓
Standard Documents: (Based on scheme type)
Affinity Policy: Borrower Lender Policy:
-
List of required documents
S.No.
Document Name
Critical Illness
Accidental Dismemberment
Accelerated Terminal Illness
1
Dismemberment Rider Claim Form
❌
✓
❌
2
Claimant's Statement for Accidental Dismemberment Rider
❌
✓
❌
3
Accidental Dismemberment questionnaire to be completed by Doctor
❌
✓
❌
4
Cancelled cheque with NEFT details
✓
✓
✓
5
First Information Report
❌
✓
❌
6
Final Police Report
❌
✓
❌
7
Medical Reports
✓
✓
✓
8
Critical Illness Rider Claim Form
✓
❌
❌
9
Critical Illness Claimant Statement
✓
❌
❌
10
Critical Illness Rider questionnaire to be completed by Doctor
✓
❌
❌
11
Accelerated Terminal Illness Rider Claim Form
❌
❌
✓
12
Accelerated Terminal Illness Claimant Statement
❌
❌
✓
13
Accelerated Terminal Illness Rider questionnaire to be completed by Doctor
❌
❌
✓
Accidental Dismemberment:
Critical Illness:
Accelerated Terminal Illness:
Disability:
-
List of required documents
S.No.
Document Name
Accidental Dismemberment
1
Copy of Death Certificate issued by Municipal Authority / Gram Panchayat
✓
2
Death Claim Form
✓
Downloads:
-
List of required documents
S.No.
Document Name
Reimbursement Claims
Preauthorisation Claims
Hospital Care & Surgical Care Rider Claims
1
Claimant Statement duly filled by Policy holder / Nominee
✓
❌
✓
2
Hospital Treatment Certificate duly filled by Treating Doctor of the hospital
✓
❌
✓
3
Copy of Discharge Card / Death Summary duly attested by the hospital authority
✓
❌
✓
4
Main Hospital bill with Bill Number & detailed break up
✓
❌
✓
5
Laboratory reports
✓
❌
✓
6
Cashless / Pre Authorisation request form
❌
✓
❌
