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This document serves as an application for policyholders to request a fund switch or premium redirection in their insurance policies, including conditions and details for processing the request.
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How to fill out application for fund switch

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How to fill out APPLICATION FOR FUND SWITCH / PREMIUM REDIRECTION

01
Obtain the APPLICATION FOR FUND SWITCH / PREMIUM REDIRECTION form from your financial institution or insurer.
02
Carefully read the instructions provided on the form to understand the requirements.
03
Fill out your personal details, including your name, contact information, and policy number.
04
Specify the funds that you would like to switch or the premium redirect you want to implement.
05
Review the options for fund switching or premium redirection available under your policy.
06
Sign and date the application form to confirm your request.
07
Submit the completed form to your financial institution or insurer as per their submission guidelines.

Who needs APPLICATION FOR FUND SWITCH / PREMIUM REDIRECTION?

01
Policyholders who want to change their investment fund allocation within their insurance products.
02
Individuals looking to redirect their premium payments to different funds for better financial management.
03
Customers who have experienced changes in their financial goals or risk tolerance that necessitate a fund switch or premium redirection.
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People Also Ask about

Premium redirection is useful for investors who want to be flexible with their ULIP investment. It lets you adjust how future premiums are invested based on market conditions or your risk tolerance.
What is a 'Fund switch'? Fund switch is a feature of your unit linked insurance policy through which you can transfer the current funds linked to your policy to another fund of your choice. After a certain number of switches, you may be charged as per your policy terms and conditions.
A ULIP fund switch means changing your current fund option in a Unit-Linked Insurance Plan (ULIP) to another available fund. It helps you adjust your money between different funds, such as equity, debt, or balanced, based on market conditions or your personal preference.
In this manner, your previous portfolio is unchanged but future investments will be made to the fund that you choose now. A fund switch, on the other hand, helps you move your past funds to a new fund of your choice within the same ULIP. The fund allocation for your future premiums will be as per your choice.
Fund Options and Returns: ULIPs come with three different fund options — equity, debt, and balanced funds. Each of these fund options come with a different returns structure.

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The Application for Fund Switch / Premium Redirection is a formal request by policyholders to change the allocation of their premium payments or to switch their investment funds within an insurance or investment-linked policy.
Policyholders who wish to switch their investment funds or redirect their premium payments are required to file the Application for Fund Switch / Premium Redirection.
To fill out the Application for Fund Switch / Premium Redirection, policyholders must provide their policy details, specify the funds they wish to switch to, or indicate how they want their premiums redirected, and sign the application to authorize the changes.
The purpose of the Application for Fund Switch / Premium Redirection is to allow policyholders to manage their investment choices by reallocating funds or adjusting how their premiums are invested based on their financial goals or market conditions.
The information that must be reported includes the policyholder's name, policy number, the details of current and desired funds, premium payment instructions, and any other specific instructions as required by the insurance provider.
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