Dear Investors,
This page helps the investors to communciate better with LIC officials for vairous reasons which they face in the real world,
Note: ( Check Forms - LIC to know various forms used in LIC)
- Change of Nomination
- Change of Plan
- Change of Address
- Change of Mode
- Non Receipt of Policy Document
- Appointing of Nominee
- Inclusion of Double Accident Benefit
- Non Receipt of Survival Benefit
- Non Receipt of Maturity discharge form
- Transfer of Policy
- Hand Delivery of SB/Loan/Maturity Cheque
- Application under Loan/SB Cum Revival
- Application For I-T Purpose
- Information About Payment Of Loan
- Application For PWB/Term Rider
- Format of Letter to be submitted by policyholder for Reinvestment of ULIP
- Surrender Amount towards New Business proposal
CHANGE OF NOMINATION
To,
The Branch Manager
Branch No.
Sub : Change of Nomination
Dear Sir / Madam,
Ref : Policy No.
I wish to change the nomination in my above mentioned policy. Enclosed herewith is the filled up form no. 3750 for the same purpose. Kindly do the needful at your earliest & oblige.
Thanking you,
Yours sincerely,
CHANGE OF PLAN
To,
The Branch Manager
Branch No.
Sub : Change of Plan
Dear Sir / Madam,
Ref : Policy No.
The PLAN (TABLE) & TERM of the above mentioned policy are ***-**. I want to change the PLAN (TABLE) of the policy. Kindly let me know whether you can change the existing PLAN & TERM to PLAN & TERM **-**. If yes,
kindly give me your quotation of the amount of the difference to be paid immediately and the regular premium
(Yearly & Half-Yearly) to be paid in future.
Kindly give me necessary guidance. =
Thanking you,
Yours sincerely,
CHANGE OF ADDRESS
To,
The Branch Manager
Branch No.
Sub : Change Of Address Intimation
Dear Sir / Madam,
Ref : Policy No.
You are requested to note the below-mentioned address in your records for future correspondence.
New Address:
Thanking you,
Yours sincerely,
CHANGE OF MODE
To,
The Branch Manager
Branch No.
Sub : Change Of Mode Intimation
Dear Sir / Madam,
Ref : Policy No.
Kindly change the mode of payment of premium in the above mentioned policies from Qly/Hly to Yly.
Thanking you,
Yours sincerely,
NON RECEIPT OF POLICY DOCUMENT
To,
The Branch Manager
Branch No.
Sub : Non-Receipt Of Policy Document
Dear Sir / Madam,
Ref : Policy No.
With reference to the above mentioned policy no., I would like to inform you that I have not yet received
the Policy document for the same. I hereby request you to kindly look into this matter urgently & ensure
the delivery of the same at my aforesaid address, at your earliest.
Thanking you,
Yours sincerely,
APPOINTING OF NOMINEE
To,
The Branch Manager
Branch No.
Sub : Appointing Of Nominee
Dear Sir / Madam,
Ref : Policy No.
With reference to my above mentioned policy, I have to say that I have completed 18 yrs. of age on
____________ & now I wish to appoint __________________________ as the nominee in same
policy. Enclosed herewith is the filled up form no. 3264 for the same purpose.
Kindly do the needful at your earliest & oblige.
Thanking you,
Yours sincerely,
INCLUSION OF DOUBLE ACCIDENT BENEFIT
To,
The Branch Manager
Branch No.
Sub : Inclusion Of Double Accident Benefit
Dear Sir / Madam,
Ref : Policy No.
With reference to my above-mentioned policy, I wish to have the Double Accident Benefit on the same.
Enclosed herewith is the filled up form no. 3772 for the same purpose.
Kindly do the needful at your earliest & oblige
Thanking you,
Yours sincerely,
NON RECEIPT OF SURVIVAL BENEFIT
To,
The Branch Manager
Branch No.
Sub : Non-Receipt Of S.B Discharge Form
Dear Sir / Madam,
Ref : Policy No.
With reference to my above-mentioned policy, I wish to inform you that the Survival Benefit on the same
was/is due on ____________. I have till date not received any discharge form from your office.
Kindly look into this matter at top priority & ensure the delivery of the same to me at your earliest.
Thanking you,
Yours sincerely,
NON RECEIPT OF MATURITY DISCHARGE FORM
To,
The Branch Manager
Branch No.
Sub : Non-Receipt Of Maturity Discharge Form
Dear Sir / Madam,
Ref : Policy No.
With reference to my above-mentioned policy, I wish to inform you that the Maturity on the same was/is
due on ____________. I have till date not received any discharge form from your office.
Kindly look into this matter at top priority & ensure the delivery of the same to me at your earliest.
Thanking you,
Yours sincerely,
TRANSFER OF POLICY
To,
The Branch Manager
Branch No.
Sub : Transfer Of Policy
Dear Sir / Madam,
Ref : Policy No.
With reference to my above-mentioned policy, I would like to have my records transferred to the L.I.C.
Br. No. _______ at the following address: -
Kindly do the needful at your earliest & oblige.
Thanking you,
Yours sincerely,
Hand Delivery of SB/Loan/Maturity Cheque
To,
The Branch Manager
Branch No.
Sub : Hand Delivery of SB/Loan/Maturity Cheque
Dear Sir / Madam,
Ref : Policy No.
I hereby authorize Mr. XXX to collect the SB/LOAN/MATURITY cheque on my behalf. His signatures are
given below.
Specimen signature of Mr. XXX
Thanking you,
Yours sincerely,
Application under Loan/SB Cum Revival
To,
The Branch Manager
Branch No.
Sub : Application under Loan/SB Cum Revival
Dear Sir / Madam,
Ref : Policy No.
I would like to revive the above-mentioned policy under your LOAN/SB CUM REVIVAL scheme. Neccessary papers are enclosed. I am ready to pay shortfall (if any) & hereby authorize Mr. XXX to collect the balance SB/LOAN cheque (if any) on my behalf. His signatures are given below.
Specimen signature of Mr. XXX
Thanking you,
Yours sincerely,
Application For I-T Purpose
To,
The Branch Manager
Branch No.
Sub : Application For I-T Purpose
Dear Sir / Madam,
Ref : Policy No.
With reference to above-mentioned policy I request you to issue a certificate for Income Tax Purpose
giving details of payment made in the year
You are requested to do the needful at the earliest.
Thanking you,
Yours sincerely,
Information About Payment Of Loan
To,
The Branch Manager
Branch No.
Sub : Information About Payment Of Loan
Dear Sir / Madam,
Ref : Policy No.
This is to inform you that I have repaid the loan along with interest and you are requested to send the original policy back to me.
Thanking you,
Yours sincerely,
Application For PWB/Term Rider
To,
The Branch Manager
Branch No.
Sub : Application For PWB/Term Rider
Dear Sir / Madam,
Ref : Policy No.
I would like to take Premium Waiver Benefit / Term Rider Under the above mentioned policy. You are
requested to let me know your requirements at the earliest.
Thanking you,
Yours sincerely,
Format of Letter to be submitted by policyholder for Reinvestment of ULIP Surrender Amount towards New Business proposal.
The Chief/Sr/Branch Manager,
LIC of India,
Branch
Sir/Madam,
Re: Reinvestment of ULIP surrender for NB proposal deposit.
I wish to Partially/Fully Surrender my ULIP policy number ------------------- on my
own life and want to reinvest from this Surrender amount, the amount of RS -----
----------- (Amount to be reinvested) towards new proposal, on the life of -------------
-----------------------( Name of a person on whose life new insurance is proposed)
relation ------------------- (Wife/husband/son/daughter).
I hereby confirm that I have been educated in respect of reinvestment of surrender
amount and have my consent for the same.
Yours faithfully,
Signature of Life Assured
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