Documents required for Insurance claim

Death claim (life / loan protection)

Claim form signed by the nominee
Original policy document or certificate of insurance
Death certificate issued by the local authority
Nominee's PAN, Aadhaar and cancelled cheque
Medical records / hospital summary, if treated before death
For accidental death — FIR, post-mortem report and panchanama
For loan protection — loan account statement showing the outstanding

Health claim (reimbursement)

Claim form
Discharge summary
Final hospital bill with itemised break-up and payment receipts
Investigation reports and prescriptions
Policy copy, KYC and cancelled cheque of the proposer

This is a general checklist. The bank, NBFC or insurer may ask for more documents depending on your case — we will tell you exactly what is needed before you apply.

Fintune Business Solution Pvt. Ltd. · +91 73489 24575 · info@fintune.in · www.fintune.in

Insurance claim

Death claim (life / loan protection)

Health claim (reimbursement)

Not sure where to start? Talk to us.