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FORM NO. 3237A FORM OF NOMINATION UNDER JEEVAN SAATCHI POLICY We, the lives assured under the within policy, hereby nominate under Sec. 39 of Insurance Act, 1938 our (relationship) named aged years
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How to fill out nomination under jeevan sathi

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How to fill out nomination under Jeevan Sathi:

01
Visit the official website of Jeevan Sathi or go to the nearest Jeevan Sathi branch.
02
Obtain the nomination form for Jeevan Sathi.

Fill out the form with the following details:

01
Personal information: Provide your full name, date of birth, gender, and contact details.
02
Policy details: Enter the policy number, date of commencement, and sum assured.
03
Nominee information: Provide the full name, relationship, date of birth, and contact details of the nominee.
04
Share of nomination: Indicate the percentage of the sum assured that you wish to nominate for each nominee (if multiple nominees are mentioned).
05
Witness details: Include the names, addresses, and signatures of two witnesses who can testify to the accuracy of the information provided.
5.1
Review the filled-out nomination form to ensure all details are correctly entered.
5.2
Sign the form and submit it to the Jeevan Sathi branch or through the online portal.
5.3
Keep a copy of the duly filled nomination form for your records.

Who needs nomination under Jeevan Sathi:

01
Any individual who has a Jeevan Sathi policy should consider nominating someone.
02
People who want to ensure that their loved ones receive the policy benefits in case of their demise should opt for nomination.
03
It is particularly important for individuals with dependents or financial liabilities to nominate someone to avoid any disputes or delays in claim settlement.
04
Nomination is beneficial for those who want to protect their family's financial security and ensure a smooth transfer of policy benefits.
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Nomination under Jeevan Sathi is a process where an individual designates a person or persons to receive the benefits of their policy in the event of their death.
Any individual who has purchased a policy under Jeevan Sathi is required to file a nomination.
Nomination under Jeevan Sathi can be filled out by providing the necessary details in the nomination form provided by the insurance company.
The purpose of nomination under Jeevan Sathi is to ensure that the benefits of the policy are received by the designated nominee(s) in case of the policyholder's death.
The information that must be reported on nomination under Jeevan Sathi includes the details of the nominee(s) such as name, address, relationship with the policyholder, and percentage of benefit share.
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