Protecting · Documents required

Life insurance

For term and savings plans. Higher covers may need income proof and medical tests. 8 documents.

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Tick each document as you collect it — the ticks are only on your screen.

Proposer

PAN card and Aadhaar card
Recent photograph
Proof of age
Bank details or cancelled cheque

Income proof (for higher covers)

Income-tax returns — last 2 to 3 years, or
Salary slips — last 3 months and Form 16

Other

Nominee details
Medical tests, if the insurer asks for them

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

Life insurance

Proposer

Income proof (for higher covers)

Other

Not sure where to start? Talk to us.