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Income Tax Guide

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Life Insurance

01 Jul 2003

ling death claims depend upon the duration of the policy. The table set below provides details regarding the requirements.

Duration of Policy less than 3 years

Policy Document.
Deeds of assignment or reassignment executed separately, if any.
Proof of age if age not admitted earlier.
Claim form "A" (Form No. 3783 revised).
Certificate of Death OR Claim Form "B1" (Form No.3816) OR Claim Form "E" (Form No. 3787 revised).
Claim Form "B" (Form No. 3784 revised).
Claim Form "C" (Form No. 3785 revised).
Claim Form "E" (Form No. 3787 revised).
Legal evidence of title if the policy is not assigned or nominated.
Form of Discharge (Form No.3801) duly executed and properly witnessed.

Duration of Policy between 3 to 5 years

Policy Document.
Deeds of assignment or reassignment executed separately, if any.
Proof of age if age not admitted earlier.
Claim form "A" (Form No. 3783 revised).
Certificate of Death. If the certificate of death is not in the standard form, then one of these forms is required Claim Form "B" (Form No. 3784 revised).
Legal evidence of title if the policy is not assigned or nominated.
Form of Discharge (Form No.3801) duly executed and properly witnessed.

Duration of Policy more than 5 years

Policy Document.
Deeds of assignment or reassignment executed separately, if any.
Proof of age if age not admitted earlier.
Claim form "A" (Form No. 3783 revised).
Certificate of Death.
Legal evidence of title if the policy is not assigned or nominated.
Form of Discharge (Form No.3801) duly executed and properly witnessed.

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