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APPLICATION FOR FUND SWITCH & PREMIUM REDIRECTION
Any alterations/corrections made in the form need to be signed by the policy owner. Please use a separate request form for each policy.
Policy Number :
Date
Name of the Policyholder
Title
Contact
First Name
Middle Name
Surname
E-mail ID
Fund Switch: (Fund Switch will be applicable to Existing funds only and
Premium Redirection (Future Premium): (Change of allocation will
not fo future premium allocations)
apply to future premium only and Shall not apply for existing funds)
Fund Name
Segergated Fund
Identification No. (SFIN)
Switch Switch
from % to %
Fund Name
Segergated Fund
Identification No. (SFIN)
New
Percentage
Assure
ULIF01008/07/05BSLIASSURE109
Assure
ULIF01008/07/05BSLIASSURE109
Balancer
ULIF00931/05/05BSLBALANCE109
Balancer
ULIF00931/05/05BSLBALANCE109
Builder
ULIF00113/03/01BSLBUILDER109
Builder
ULIF00113/03/01BSLBUILDER109
Creator
ULIF00704/02/04BSLCREATOR109
Creator
ULIF00704/02/04BSLCREATOR109
ULIF00213/03/01BSLENHANCE109
Enhancer
ULIF00213/03/01BSLENHANCE109
Enhancer
Enrich
ULIF00404/03/03BSLIENRICH109
Enrich
ULIF00404/03/03BSLIENRICH109
Growth
ULIF00504/03/03BSLIGROWTH109
Growth
ULIF00504/03/03BSLIGROWTH109
Income advantage
ULIF01507/08/08BSLIINCADV109
Income advantage
ULIF01507/08/08BSLIINCADV109
Liquid Plus
ULIF02807/10/11BSLLIQPLUS109
Liquid Plus
ULIF02807/10/11BSLLIQPLUS109
Magnifier
ULIF00826/06/04BSLIIMAGNI109
Magnifier
ULIF00826/06/04BSLIIMAGNI109
Maximiser
ULIF01101/06/07BSLIINMAXI109
Maximiser
ULIF01101/06/07BSLIINMAXI109
Multiplier
ULIF01217/10/07BSLINMULTI109
Multiplier
ULIF01217/10/07BSLINMULTI109
Nourish
ULIF00604/03/03BSLNOURISH109
Nourish
ULIF00604/03/03BSLNOURISH109
Protector
ULIF00313/03/01BSLPROTECT109
Protector
ULIF00313/03/01BSLPROTECT109
Pure Equity
ULIF02707/10/11BSLIPUREEQ109
Pure Equity
ULIF02707/10/11BSLIPUREEQ109
Super 20
ULIF01723/06/09BSLSUPER20109
Super 20
ULIF01723/06/09BSLSUPER20109
Value & Momentum
ULIF02907/10/11BSLIVALUEM109
Value & Momentum
ULIF02907/10/11BSLIVALUEM109
100%
Total
100%
Total
Total percentage ''Switch to'' for Fund Switch & Premium Redirection should be 100%, else would not be accepted.
For Plan wise, fund availability details, please check reverse of this form.
PORTFOLIO CHANGES
Opting for • Self-Managed:
(Funds to be mentioned in the above Fund switch table)
• LifeCycle :
Conservative
Moderate
Aggressive
• Systematic Transfer Option (Applicable only for Annual mode) :
Transfer date
Transfer Fund
1st
8th
Enhancer
15th
22nd
Multiplier
Super 20
Pure Equity
Value & Momentum
GENERAL INSTRUCTIONS
1. Transaction will be effective, if received and accepted at Birla Sun Life Insurance (BSLI) Company's office as below:
Monday to Friday on or before 3.00pm IST
At Unit Price declared on the same working day
Monday to Friday after 3.00pm IST and on Saturday
At Unit Price declared on the next working day
2. The ''Switch to'' fund option cannot be same as existing fund chosen.
3. The total percentage in a fund switch / premium redirection should add up to 100%, else the request will be treated as incomplete and will not be processed.
4. This application will be effective only if Birla Sun Life Insurance Company Limited officially accepts it.
5. Online request can be given with the help of CIP-TPIN codes or by calling our contact centre at our toll-free number 1-800-270-7000 anytime between 9AM and
9PM IST (Monday to Saturday). NAV applicability would be as per timing Stated in point no. 1.
I hereby declare that, I have understood the above points and Fees / Charges applicable for Switches & Redirection stated in General Provision forming part of
Policy. Document and agree to all the conditions.
For Branch use only
I hereby provide my consent to receive a call with regards to my request
as given herein.
Branch Name:
Policy owner / assignee's name:
BSLI Staff's Sign:
BSLI Staff's Name:
Signature of the Policy Owner / Assignee:
Date:
Time:
Inward Reg Sr No:
Please turn around for updation of banking details
To update your contact details please fill up the Policy Service Request Form available at your nearest Branch. Also available on website through CIT/TPIN
Birla Sun Life Insurance Company Limited
Regn. No.: 109. Regd Office: One Indiabulls Centre, Tower 1, 16th Floor, Jupiter Mill Compound, 841, Senapati Bapart Marg, Elphinstone Road, Mumbai - 400013.
Write to us: G Corp Tech Park, 6th Floor, Kasar Wadavali, Ghodbunder Road, Thane - 400601. Contact Us: 1800-270-7000 (Toll Free), Tel. No. 6723 9100.
Email: [email protected] | www.insurance.birlasunlife.com | Corporate Identity Number: U99999MH2000PLC128110.
Insurance is the subject matter of the solicitation.
Please cllect stamped, signaed and duly filled acknowledgement slip, which you can refer to for all your communications in regard to this request.
ACKNOWLEDGEMENT SLIP
Received with thanks a request for
Fund switch
Premium Redirection against policy number
On___/___/___ (Date) at ________ am/pm (Time).
BSLI Staff's Name & Sign: ____________________ Inward Reg Sr No.: _____________________ Stamp / Seal of the branch
Birla Sun Life Insurance Company Limited
Regn. No.: 109. Regd Office: One Indiabulls Centre, Tower 1, 16th Floor, Jupiter Mill Compound, 841, Senapati Bapart Marg, Elphinstone Road, Mumbai - 400013.
Write to us: G Corp Tech Park, 6th Floor, Kasar Wadavali, Ghodbunder Road, Thane - 400601. Contact Us: 1800-270-7000 (Toll Free), Tel. No. 6723 9100.
Email: [email protected] | www.insurance.birlasunlife.com | Corporate Identity Number: U99999MH2000PLC128110.
Insurance is the subject matter of the solicitation. Note: Please produce this acknowledgement slip for any communication with regard to this request in future.
PRP No. FOR/3/13-14/6887
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Bank Account Details
(All fields are mandatory)
Pan Card Number
UID Number
PAN should be furnished when the customer's annual contribution* is Rs. 50,000 or more in a financial year
*Annual contribution would mean total Annual premium across all policies held by the customer + sum of all Top ups made in a financial year + any other payments made by the customer in the financial year
Bank Name:
Bank Address:
Bank Account Holder's Name:
Bank Account Number:
11 Digit IFSC Code:
(You can get this code from your bank)
Note: Birla Sun Life Insurance will not be responsible in case of non
credit to your account or if transaction is delayed or not effected at all for
reasons of incomplete/incorrect information provided or rejected by your
bank. In case of requisite information for direct credit is not received or
transaction rejected by bank the payout will be made vide cheque.
Mandatory Requirements
•
Please submit Original Cancelled Cheque with pre printed name & account number
•
Please submit pass book copy / Bank Statement bearing pre printed name, residence address & account number; incase cancelled cheque
does not have printed name & account number, carry original for verification at branch
•
In case the cancelled cheque carries pre-printed name and account number, but has "New Account" printed on it, kindly submit an attested
copy of the passbook/bank statement bearing preprinted or handwritten name and account number. Please carry original passbook/bank
statement to the branch for verification purposes
•
Valid address KYC proof, carry originals for verification at branch
•
Self attested valid ID proof, carry originals for verification at branch
•
All documents needs to be self attested by the Policy owner & attested by BSLI Authorized branch personnel.
Note: • Direct Transfers are not applicable for NRE accounts. • The bank account details will be linked to all your policies under your client id.
• In case of changes made in existing bank account details, there will be a waithing period of 30 days from the date of registration of these
changes before processing of any payout request.
Valid Photo ID Proofs
Valid Photo KYC Proofs
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Passport
Pan Card
Voter's Identity Card
Driving License
PIO card with photograph
Bankers Certificate with photograph
Employer's Certificate with photograph
Valid Debit / Credit Card with photograph
Employees ID Card with photograph
ESIC card with photograph
Armed Force ID cards with photograph
Post office savings A/c, PPF Account with photograph
Bar Council ID for Lawyers with photograph
Letter from a recognized public Authority or public servant on
individual/department letter head with stamp/seal verifying
the identity of the customer.
Aadhar ID (UID)
•
•
Telephone Bill / Mobile Bills (Not older than 6 months)
Electricity Bill (Not older than 6 months)
Bank Statement / Employer's Letter (Not older than 6 months)
Passport Copy
Letter from a recognized public Authority or public servant on
individual/department letter head with stamp/seal verifying
the residence of the customer
Ration card
Lease agreement + rent receipt (not older than 3 months from
the date of acceptance)
Track your policy with ease. Log on to www.insurance.birlasunlife.com,
www.birlasunlife.com,
generate your own Username/Password to manage your policy efficiently.
PLAN WISE - FUND DETAILS
l] In the following plans, only a single fund is allowed, hence switch request cannot be made for multiple funds. With your switch request the allocation will
also move to that fund.
Plans
BSLI Flexi
Secure Life Retirement l (Pension) Plans
BSLI Flexi Save Plus, BSLi Flexi Cash Flow,
BSLI Flexi Lifeline, Single Premium Bond (10yrs)
BSLI Simply Life
Enrich, Growth, Nourish
Builder, Enhancer, Protector
Balancer, Enhancer
Funds Available
ll] The following plans allow for Multiple funds. Kindly mention separately in the given form if you wish to also do a premium redirection for future premiums.
BSLI
Classic Life l, ll
Plans
Funds Available
Builder
Creator
Enhancer
Magnifier
Protector
BSLI Classic
Life Premier,
BSLI Gold Plus ll
BSLI Prime Life,
BSLI Prime Life Premier
BSLI Supreme Life A/B,
BSLI Seral Jeevan
BSLI Gold Plus l
Assure
Builder
Creator
Enhancer
Income advantage
Magnifier
Maximiser
Multiplier
Protector
Super 20
Assure
Builder
Creator
Enhancer
Income advantage
Magnifier
Maximiser
Multiplier
Protector
Assure
Builder
Creator
Enhancer
Magnifier
Maximiser
Protector
lll] The following plans allow for Multiple funds. Kindly
mention separately in the given form if you wish to also
do a premium redirection for future premiums. The
below plans have Guaranteed & Self-Managed Portfolio.
Plans with Guaranteed
& Self-Managed
Portfolio
Funds Available
Assure
Builder
Creator
Enhancer
Income advantage
Magnifier
Maximiser
Multiplier
Protector
Super 20
Enrich
Growth
Nourish
BSLI Children's
Dream Plan / BSLI
Dream Plan
(Application signed date
Prior to 1st Jan 2010)
Assure
Builder
Creator
Enhancer
Magnifier
Maximiser
Protector
BSLI
Freedom 58
(Application signed date
Prior to 1st Jan 2010)
Builder
Enhancer
Income advantage
Maximiser
Protector
lV] The following plans allow for Multiple funds. Kindly mention separately in the given form if you
wish to also do a premium redirection for future premiums.
BSLI Platinum Premier,
BSLI Dream Products,
BSLI Titanium Plus Plan
Self-Managed
BSLI
Flexi Secure Life
Retirement ll
Pension Plant
BSLI Freedom 58 (New Plan)
(Application signed after 1st Jan 2010)
BSLI SARAL SOLUTIONS
Guaranteed
Portfolio
LifeCycle Option
(Risk Profile
Conservative
Moderate
Aggressive
Enhancer
Self-Managed
Portfolio
LifeCycle Option
(Risk Profile
Conservative
Moderate Builder
Aggressive Creator
Assure
Enhancer
Income advantage
Magnifier
Maximiser
Multiplier
Protector
Super 20
Notes:-
Notes:-
Notes:-
Switching within Self-Managed Option allowed
Switching is not allowed between Options
LifeCycle Option & Guaranteed Option
Switching between LifeCycle Option to Self-Managed
Option is allowed
Can switch risk profile at any time and all policy
premium paid from that point onwards will be
invested as per risk profile chosen.
Switching within Self-Managed Option allowed
Switching from Guaranteed Option to Self-Managed Option is allowed
Switch from Self-Managed Option to Guaranteed Option is not allowed
For BSLI Dream Products, BSLI Saral Jeevan, BSLI Platinum Premier
& Titanium, minimum fund switch required is for `5000/Funds available under Guaranteed Option:
[V] Plans were customer initiated switch in fund
is not allowed
(1) BSLI Platinum Premier Plan - Platinum Premier Fund
(1) Life Companion
(2) BSLI Titanium Plan - Titanium Fund
(2) Single Premium Bond
(3) BSLI Dream Products - Enhancer Guaranteed
(3) Platinum Plus, l, ll, lll & lV
Vl] In the following plans, multiple funds are allowed, You need to separately mention in the form in case you wish to also do a premium redirection for future premiums.
BSLI Wealth Secure Plan & BSLI Wealth Max
Life Cycle Option (Risk Profile)
Conservative
Moderate
Aggressive
Systematic Transfer Option
Assure
Builder
Creator
Enhancer
Income advantage
Liquid Plus
Magnifier
BSLI Wealth Secure Plan & BSLI Wealth Max
Life Cycle Option (Risk Profile)
Systematic Transfer Option
Maximiser
Multiplier
Protector
Pure Equity
Super 20
Value & Momentum