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Please use separate Cheque/DD for each Plan. Cheque/DD must be drawn in favour of UTI-ULIP crossed A/c Payee Only. UTI-UNIT LINKED INSURANCE PLAN UTI-ULIP Sr. No. 2010/ PLEASE READ INSTRUCTIONS CAREFULLY TO HELP US SERVE YOU BETTER Registrar Sr. Have you invested in UTI MF earlier Yes No Dated Drawn on If yes please provide Scheme Name Folio Optional Details of investments in UTI-ULIP earlier if any Folio No. Target Amount APPLICANT S PERSONAL DETAILS Please fill in Block Letters Mr. Com Stamp...of UTI AMC Of ce / Authorised Collection Centre INVESTMENT AND PAYMENT DETAILS Please whichever is selected Mode of contribution Yrly Age in Yrs Sex Half Yrly Male Investor opting for Systematic Investment Plan SIP should ll in the separate form for the same and attach herewith Number of contributions now paid initial renewal not applicable for SIP Scheme / Plan Period UTI-ULIP 10 Year Plan Insurance Cover Default if not ticked Amount of Investment Rs. 50 000 above Copy of KYC acknowledgement...enclosed BANK PARTICULARS OF APPLICANT/MINOR Mandatory as per SEBI Guidelines Bank Name Address Account type please Branch MICR Code this is a 9-digit number next to your cheque number Savings Current NRO IFS Code NRE Account No. GENERAL INFORMATION - Please whichever is applicable Minor through guardian Resident Individual Status Business Student Occupation Housewife Retired Marital Status Category Unmarried Married In my/our individual capacity Please ll in the nomination form Annual Income of...Applicant Please Mandatory field 5 Lacs 5 Lacs - 15 Lacs ACKNOWLEDGEMENT SLIP To be filled in by the Applicant UTI-ULIP is eligible for deduction under Section 80C of the Income-Tax Act 1961 NRI Agriculture Service Wedding Anniversary Self employed Professional Others specify On behalf of minor as Father/Mother/Lawful guardian Received from Mr. No* CR / CA Code DISTRIBUTOR INFORMATION only empanelled Distributors / Brokers will be permitted to distribute Units Sub-Broker Code / ARN Broker Name...M O Code UTI RM No* Bank Branch Code For Chief Representative DD Amount DD Charges Total Upfront Commission shall be paid directly by the investor to the AMFI registered Distributors based on the investors DD No* assessment of various factors including the service rendered by the distributor. Ms. Name of Applicant / Minor above 12 years of age F I R A L S M T Date of Birth Applicant s Address Do not repeat the name d D m m Name Address of resident relative in India for NRIs E y Mandatory for all...Applicant s P. O. Box No* is not suf cient Village/Flat/Bldg. /Plot Street/Road/Area/Post City/Town State Tel* No* R S T D CO D E Pin O S T D CO D E - e-mail Mobile Alternate e-mail If you wish to receive the following via e-mail Please Account Statement Annual Report Transaction Con rmation Communication of change of address bank details etc* OVERSEAS ADDRESS Overseas address is mandatory for NRI applicants in addition to mailing address in India City Country Zip/Pin NAME IN FULL OF THE...FATHER/MOTHER OR GUARDIAN IN CASE OF MINOR /HUSBAND OF THE APPLICANT M I D D L E L A S T ADDRESS OF THE FATHER/MOTHER OR GUARDIAN OF MINOR Post box no.

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Understanding the UTI ULIP Renewal Form

What is the UTI ULIP Renewal Form?

The UTI ULIP Renewal Form is a document required for the continuation of your Unit Linked Insurance Plan (ULIP) with UTI. This form facilitates the renewal of your insurance policy, allowing you to maintain coverage and investment benefits over the years. The form is essential for policyholders wishing to ensure that their investment remains active and that they comply with the necessary regulatory requirements.

Key Features of the UTI ULIP Renewal Form

The UTI ULIP Renewal Form includes several important features that simplify the renewal process. Some key components are:

The form collects essential details such as the policyholder's name, address, and contact information.
Sections are included for previous investment history, allowing for seamless tracking and updates.
Policyholders can specify the desired amount for renewal contributions, ensuring clarity in premium payments.
The form includes clauses that require the policyholder to acknowledge understanding of the terms and conditions related to the renewal.

When to Use the UTI ULIP Renewal Form

You should use the UTI ULIP Renewal Form when your ULIP is approaching the end of its term, and you wish to continue the coverage and investment benefits. This form is generally submitted annually or at the beginning of a new policy term. Timely submission can enhance your benefits and maximize investment returns.

Eligibility Criteria for the UTI ULIP Renewal Form

Eligibility for submitting the UTI ULIP Renewal Form generally includes the following criteria:

Only the existing policyholder or an authorized representative can fill out and submit the form.
The existing policy should not have lapsed or been terminated for any reason.

Required Documents and Information

To complete the UTI ULIP Renewal Form, you will need to provide several important documents and pieces of information, which may include:

Copies of existing policy documents to verify your policy details and history.
Valid government-issued identification to confirm the identity of the policyholder.
Documentation that verifies the current address of the policyholder.

How to Fill the UTI ULIP Renewal Form

Filling out the UTI ULIP Renewal Form involves a few critical steps to ensure accuracy and completeness:

Begin by reading all provided instructions to avoid common pitfalls.
Ensure that all personal and policyholder details are filled in clearly and accurately.
Carefully enter your investment history and the target contribution amount.
Double-check all sections for accuracy before submission.

Frequently Asked Questions about uti ulip renewal form

What is a UTI ULIP?

Unit Linked Insurance Plans (ULIPs) are insurance products that provide both life cover and investment options, allowing policyholders to invest in various asset classes.