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    FAQs For Coal India

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    bhishm
    1. Customers can visit any HDFC Life branch across India for policy servicing or to submit required documents like survival letters. 2. Customers have options to get service through HDFC Life's website, customer service team via phone/email/chat, or through relationship managers. 3. In the event of the primary annuitant's death under a joint life policy, the secondary annuitant submits documents like the death certificate. For single policies or both annuitants' death, nominees submit documents like the death certificate and claim form.

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    FAQs For Coal India

    Uploaded by

    bhishm
    99 views4 pages
    1. Customers can visit any HDFC Life branch across India for policy servicing or to submit required documents like survival letters. 2. Customers have options to get service through HDFC Life's website, customer service team via phone/email/chat, or through relationship managers. 3. In the event of the primary annuitant's death under a joint life policy, the secondary annuitant submits documents like the death certificate. For single policies or both annuitants' death, nominees submit documents like the death certificate and claim form.

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    FAQs for Coal India

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    1. Customers can visit any HDFC Life branch across India for policy servicing or to submit required documents like survival letters. 2. Customers have options to get service through HDFC Life's website, customer service team via phone/email/chat, or through relationship managers. 3. In the event of the primary annuitant's death under a joint life policy, the secondary annuitant submits documents like the death certificate. For single policies or both annuitants' death, nominees submit documents like the death certificate and claim form.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    99 views4 pages

    FAQs For Coal India

    Uploaded by

    bhishm
    1. Customers can visit any HDFC Life branch across India for policy servicing or to submit required documents like survival letters. 2. Customers have options to get service through HDFC Life's website, customer service team via phone/email/chat, or through relationship managers. 3. In the event of the primary annuitant's death under a joint life policy, the secondary annuitant submits documents like the death certificate. For single policies or both annuitants' death, nominees submit documents like the death certificate and claim form.

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    FAQS FOR COAL INDIA

    Annuity
    FAQs:

    1. When will I get my policy document?

    Policy document will be dispatched to the address of the annuitant which is mentioned in the communication
    details during policy inception. Soft copy of the same can also be provided if the e-mail ID is provided at the time
    for purchasing plan

    2. Can I walk in to any branch for service related issues?

    Yes. Customers can walk-in to any of the HDFC Life branches PAN India for all their policy servicing requests.

    3. Whom do I approach if I need any clarifications?

    There are multiple touch points through which customers can get the service.

    Customers can visit our website, www.hdfclife.com to register for our


    online customer portal, ‘My Account’ (free of cost) for all the minor
    Self Service through ‘My Account’
    servicing needs which can be addressed without having to visit the
    branches

    Email us from your registered email


    service@hdfclife.com
    id
    1860 267 9999
    Call Us Mon-Sat 10 am to 7 pm IST (Local Charges Applicable.) (DO NOT prefix any
    country code e.g. +91 or 00.)
    Chat with Elle https://www.hdfclife.com/customer-service

    We have over 414 branches PAN India which include even Tier 2 cities.
    Meet us Customer can get the details of the nearest branch through the below link
    https://www.hdfclife.com/branch-locator

    Mr Arka Kumar Sen, Mr Amit Datta,


    Relationship Managers of Coal India Mobile No: 8584982240 Mobile No: 9051059176
    Email id: arkakumars@hdfclife.com Email id: adatta@hdfclife.com

    Ms Rukmini Gandepalli
    Central Annuity Support Team Mobile No: 7045530214
    Email id: rukminig@hdfclife.com

    *Always check our website for updated details


    4. What are the survival letter requirements in case of annuity payout (ROP & ROBP plans only)?
    Customers have to submit the lift certificate at the designated frequencies - Once in a year for Life Annuity and
    once in 3 years for all the other options. This certificate can be submitted at any HDFC Life branch before the policy
    anniversary. Intimation for the requirement will be shared with the customer by post, SMS and email.

    i. For ROP options

    Survival Certificate is required at the end of every 3 years of the Policy Anniversary before releasing 4 th
    year payout.

    E.g. If inception date of policy xxxxxxxx is 1 st Jan 2013, survival letter will be required when payment will
    be due in the year 2016 (Before releasing the 4th year payout).

     Monthly: - Survival letter will be required before 1 st Feb 2016.


     Quarterly: - Survival letter will be required before 1 st Apr 2016.
     Half yearly: - Survival letter will be required before 1 st July 2016.
     Annual payment: - Survival letter will be required before 1 st Jan 2017.

    Tax Residency Certificate is required along with survival certificate for NRI/OCI/PIO customers.

    ii. For Life plans only

    Survival Certificate is required at the end of every year of the Policy Anniversary for Life plans.

    E.g. If inception date of policy xxxxxxxx is 1st Jan 2013, survival letter will be required when payment will
    be due in the year 2015 (Before releasing the first annual payment) and every year till the customer is
    alive.

     Monthly: - Survival letter will be required before 1st Feb 2014.


     Quarterly: - Survival letter will be required before 1st Apr 2014.
     Half yearly: - Survival letter will be required before 1st July 2014
     Annual payment: - Survival letter will be required before 1st Jan 2015

    Tax Residency Certificate is required along with survival certificate for NRI/OCI/PIO customers.

    5. Can I change my Bank account into which pension can be credited after pension starts?

    Customers can change their Bank account by submitting the NEFT Mandate and supporting documents at any of
    the HDFC Life branches atleast 15 days before the next payout.
    6. What are the formalities in case of death?

    Under Joint Life with ROP option, in case of death of the primary annuitant, the secondary annuitant is expected to
    submit the death certificate along with the below mentioned list of documents at any of the HDFC Life branches.

    A) NEFT documents secondary annuitant


    B) Cancelled cheque copy / pass book wherein all details are preprinted
    C) KYC documents of 2nd annuitant

    In case of demise of both the annuitants (for joint life ROC) and the primary annuity (in case of Single Life Annuity),
    the nominees are requested to approach the nearest HDFC Life branches with the following set of documents.

    Death claims:

    a. Completed claim form, (including NEFT details and bank account proof as specified in the claim form);
    b. Original Policy;
    c. Original or copy Death Certificate issued by Municipal Authority/ Gram Panchayat / Tehsildar (attested by issuing
    authority);
    d. Original or copy of certificate of doctor certifying death (attested by issuing authority
    e. Claimant’s identity and residence proof.

    *Additional documents might be sought in case of Critical Illness

    Kindly note that Benefits payable on Death - The Benefit will be paid if and only if

    i. The death of the Annuitant has occurred (in case of Life Option),
    ii. The deaths of both Annuitants have occurred (in case of Joint Life Option),
    iii. The standard Policy provisions specified in Part F Clause 1 (Exclusions) and Part F Clause 7 (Incorrect Information
    and Non-Disclosure) are not attracted,
    iv. The Policy has not been surrendered or cancelled or terminated; and
    v. The documents required for processing a claim are submitted

    Please note that this is a basic guide to the customers to help with some of the most common queries. The policy
    document has all the terms and conditions mentioned in detail. Customer are advised to note that the information
    provided in this sheet is subject to change without prior notice and is not any policy endorsement. Further,
    customers are always advised to refer to the policy document and HDFC Life’s official website for the latest
    information.

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