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FORM 3A B COMPANY NAME & CODE : SRIRAM LIFE INSURANCE CO., LTD. & 128 STATEMENT OF ULIP FUNDS AS ON :31.03.2012 PERIODICITY OF SUBMISSION : QUARTERLY (Amount in lakhs) PARTICULARS ACCELERATOR Opening
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How to fill out statement of ulip funds
How to Fill Out Statement of ULIP Funds:
01
Obtain the statement form: Start by obtaining the statement form from the insurance company that manages your ULIP (Unit Linked Insurance Plan) funds. This form may be available online or can be requested directly from the insurance provider.
02
Provide personal details: Fill in the required personal details such as your name, contact information, policy number, and any other relevant identification details. Make sure to provide accurate and up-to-date information.
03
Mention the investment period: Indicate the specific investment period for which you are requesting the statement. This could be a specific month, quarter, or year. Ensure that the dates align with the desired timeframe you wish to review.
04
Specify the ULIP fund details: Clearly state the ULIP fund or funds for which you require the statement. Depending on your insurance policy, you may have invested in multiple funds, each with its own unit balance. Provide the necessary details to ensure the statement accurately reflects your investments.
05
Determine the statement format: Decide whether you want a physical or electronic format for the statement. If you prefer a physical copy, provide the necessary mailing address. If an electronic statement is desired, make sure to provide a valid email address.
06
Sign and date the form: Read all the information provided on the form carefully and ensure its accuracy. Once satisfied, sign and date the form to signify your consent and agreement with the information provided.
Who needs Statement of ULIP Funds?
01
Policyholders: ULIP policyholders need the statement of ULIP funds to track the performance and growth of their investments. It provides a comprehensive overview of the fund's performance, including the unit balance, NAV (Net Asset Value), and any changes in the value of the investment.
02
Financial Advisors: Financial advisors and investment professionals benefit from the statement of ULIP funds as it helps them assess the investment strategy and make any necessary adjustments to maximize returns for their clients. It provides valuable insights to optimize the investment portfolio.
03
Tax Authorities: Tax authorities may require the statement of ULIP funds to verify the declared investments and calculate any tax liabilities or benefits associated with the ULIP policy. The statement serves as a supporting document during tax assessments.
04
Insurance Companies: Insurance companies issuing ULIP policies may use the statement of ULIP funds to evaluate the overall performance of their funds, identify trends, and make adjustments to their investment strategies. It helps them in ensuring the financial stability and profitability of the ULIP offerings.
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