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This document provides a quarterly statement of assets held in various investment schemes by Birla Sun Life Insurance Company as of September 30, 2010.
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How to fill out FORM L-28-ULIP-NAV-3A

01
Begin by obtaining FORM L-28-ULIP-NAV-3A from the relevant authority or website.
02
Fill in your personal details at the top of the form, including your name, address, and contact information.
03
Provide the details of your ULIP (Unit Linked Insurance Plan), including policy number and the name of the insurer.
04
Enter the NAV (Net Asset Value) as of the specified date in the designated section.
05
Ensure that you include any other required information as specified in the instructions on the form.
06
Review the completed form carefully for accuracy and completeness.
07
Sign and date the form at the bottom.
08
Submit the form to the appropriate authority or office as instructed.

Who needs FORM L-28-ULIP-NAV-3A?

01
Individuals who have invested in a Unit Linked Insurance Plan (ULIP) and need to report NAV details for tax or regulatory purposes.
02
Taxpayers looking to claim deductions or report income derived from ULIPs.
03
Financial institutions or entities that require NAV information for compliance or reporting.
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FORM L-28-ULIP-NAV-3A is a regulatory document used for reporting the Net Asset Value (NAV) of Unit Linked Insurance Plans (ULIPs) in a structured format, ensuring transparency and compliance in the financial reporting of these products.
Insurance companies offering Unit Linked Insurance Plans are required to file FORM L-28-ULIP-NAV-3A to report the NAV of their ULIP products to the regulatory authority.
To fill out FORM L-28-ULIP-NAV-3A, each insurance company needs to provide specific information related to the ULIP funds, including the calculation of NAV, details of fund performance, and any other required disclosures as per guidelines set by the regulatory authority.
The purpose of FORM L-28-ULIP-NAV-3A is to standardize the reporting of NAV for ULIPs, ensuring that policyholders and stakeholders receive accurate and timely information regarding the performance of their investments.
The information that must be reported on FORM L-28-ULIP-NAV-3A includes the NAV for each ULIP fund, details about fund returns, investment allocations, and any expenses impacting the fund's performance.
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