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Popup Request Form (Pleas e read the instructions carefully before proceeding)Date:Name of the Policyholder: DDMMYYYYPolicy No:Client ID: Contact No. (Off/Res): Mobile: Email I'd: I would like to

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How to fill out indiafirst savings plan

01

Step 1: Start by obtaining the application form for the IndiaFirst Savings Plan from the nearest IndiaFirst Life Insurance branch or download it from their official website.

02

Step 2: Fill out your personal details accurately, including your name, age, gender, contact information, and address.

03

Step 3: Provide your nominee details, including their name, relationship with you, and contact information.

04

Step 4: Choose the premium payment frequency that suits your needs, such as monthly, quarterly, half-yearly, or yearly.

05

Step 5: Decide on the policy term and sum assured amount based on your financial goals and requirements.

06

Step 6: Select any optional riders or add-ons you may want to enhance your coverage. These could include critical illness cover, accidental death benefit, or waiver of premium.

07

Step 7: Review the filled-out form carefully to ensure all the information provided is accurate and complete.

08

Step 8: Sign and date the application form.

09

Step 9: Submit the application form along with the required documents, such as identity proof, address proof, and medical reports, if applicable.

10

Step 10: Make the initial premium payment as per the chosen premium payment frequency and receive the policy document once the application is approved.

Who needs indiafirst savings plan?

01

Individuals looking for a long-term savings avenue with life insurance coverage can benefit from the IndiaFirst Savings Plan.

02

Those who want to build a corpus over time to fulfill financial goals like education, marriage, retirement, or buying a house can opt for this plan.

03

It is suitable for individuals who prefer a disciplined approach to savings and want to avail of tax benefits under Section 80C and Section 10(10D) of the Income Tax Act, 1961.

04

Those seeking financial protection for their family in case of unfortunate events like death or disability can also consider this plan.

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What is indiafirst savings plan?

The IndiaFirst Savings Plan is a savings-oriented life insurance product offered by IndiaFirst Life Insurance Company. It aims to provide financial security along with savings benefits to policyholders.

Who is required to file indiafirst savings plan?

Individuals seeking to avail the benefits of the IndiaFirst Savings Plan must file the plan, typically including anyone eligible for life insurance products.

How to fill out indiafirst savings plan?

To fill out the IndiaFirst Savings Plan, applicants need to complete a proposal form which includes personal details, nominee information, and payment details.

What is the purpose of indiafirst savings plan?

The purpose of the IndiaFirst Savings Plan is to provide financial protection in case of unforeseen events and to help policyholders save for future needs.

What information must be reported on indiafirst savings plan?

Information required to be reported includes personal details of the applicant, nominee details, medical history, and financial information for policy underwriting.

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