PSRF164506121907 | CANA

For Official Use Only

INDIVIDUAL Branch Name: Branch Code:
Date: D D M M Y Y

DEATH CLAIM Interaction ID: Time: On or Before 3PM

After 3 PM
Employee Name:
FORM Employee Code: Sign:

Please accept our condolences on your untimely loss. We understand that this is a difficult time for you and it is our responsibility to offer you the best
support in this hour of need. This Death Claim form will help you file your claim with ease. Please submit this form duly filled and signed with appropriate
documents and follow the instructions below to help us settle your claim at the earliest.

IMPORTANT INFORMATION
1. The form should be filled by the claimant only. In case the claimant is a minor, the guardian/appointee may fill the form.
2. Claims under multiple policies may be registered by filling a single form & providing all applicable policy numbers.
3. In case of more than one claimant, separate forms need to be filled for each claimant.
4. Please read the declarations carefully and sign the claim form in the same manner as you normally sign your cheque.
5. The Claimant should sign in all pages of this Claim form.
6. Claim is payable subject to fulfillment of all terms and conditions of the policy.
7. No fee or commission should be paid to anyone to process this claim.
8. Asterisk (*) refers to mandatory information.
Pension claim- Section A,B,E mandatory to fill; Death claim (Non- accidental) - Section A,B,C,E;
Death claim (Accidental) - All sections are mandatory for filling.

IMPORTANT GUIDELINES TO FILL THE FORM

All fields in the claim form should be filled by theclaimant in BLOCK letters.
Section A: Details of Claimant and NEFT Mandate Section C: Hospitalisation details of Life Assured
• Policy Numbers and letters should be unambiguous and legible. • For all medical reports, documents and certification issued by the
• Make sure your address, phone numbers and email ID are current and active as attending physician, please ensure that he/she is qualified to provide
the correspondence will happen through this only. such document /certification according to Indian Laws.
• Please fill the NEFT Form completely and enclose a copy of cancelled • Concealment of other insurance policies of Life Assured might lead to
cheque/bank account passbook to enable us to transfer the claim proceeds invalidation of the claim.
directly to your account subject to the claim being payable as per the terms and
Section D: Details of death due to Accident/Murder/Suicide
conditions of the policy.
• Provide detailed account of the accident.
Section B: Details of Life Assured • Enclose/Attach PMR and FIR, otherwise clearly state the reason
• Wherever you choose the option "Others", kindly specify the details in the why it is not available or provided.
given space.
Section E: Declaration and Authorisation
• Provide supporting documents as and when requested.
• Provide signature and contact details in the designated place.
Keep the Acknowledgment slip handy and produce it whenever the representatives of HDFC Life ask for it.

List of valid Identity & Address Proofs (Please tick the document submitted)
Photo Identify Proof (any one) Address proof (any one)

PAN Card Valid Passport Voter ID Card Valid Passport

Aadhar Card* Valid Driving License Voter ID Card

Bank Passbook with stamped photograph (not more than 6 months old) Aadhar Card*
ID Card Issued by Central/State Govt. to employees Valid Driving License

Any other Central/State Govt. issued ID Bank Passbook with stamped photograph (not more than 6 months old)

*I voluntarily provide my consent to use my Aadhaar to conduct identity check towards KYC compliance by HDFC Life

DOCUMENTS TO BE SUBMITTED
MANDATORY DOCUMENTS ADDITIONAL DOCUMENTS
Original policy document (Not necessary in case of dematerialised policy document) HOSPITALISATION/ DEATH DUE TO ILLNESS
Copy of death certificate issued by local authority Copy of Medical cause of death Certificate
Claimant's PAN details Medical records for all the treatments taken in the past. (Admission notes,
History/Progress sheet, Discharge/ Death summary, Test reports, etc.)

Life Assureds’ PAN details ACCIDENTAL DEATH

Cancelled cheque , Cremation/Burial Slip , Employee certificate
Copy of First Information Report (FIR), Panchnama /Inquest report, Post-mortem
in case Life Assured was Salaried
report (PMR), Driving licence, Police Final Report, Viscera report, if applicable,
News paper cutting (s), if any, Others as applicable
Claimant's passport size photograph

Disclaimer: HDFC Life Insurance Company reserves the right to ask for more information/ documents, if required.
SIGN HERE

Claimant Signature
SECTION A*
POLICY DETAILS
Policy Number(s): , ,
Please affix
Claim form filling Assisted by: HDFC Life Employee Policy Agent Relatives NA recent
If the option HDFC Life Employee or Relatives selected above, details passport size
photo of the
Relatives /Employee Name : Mr. Ms. F I R S T L A S T Claimant
Contact: M O B I L E

DETAILS OF CLAIMANT

Claimant Name: Mr. Ms. F I R S T L A S T

Date of Birth: D D M M Y Y Y Y
Address: F I R S T L A S T F L A T N O.

B U I L D I N G R O A D N A M E / N O.

L A N D M A R K
C I T Y / V I L L A G E

D I S T R I C T S T A T E
Pincode:

Contact No.: O F F I C E R E S I D E N C Y M O B I L E
Office &/or Personal Email ID:

Occupation details: Service Business Self Employed House wife Others

Monthly income (INR): Up to 20,000 20,001-50,000 50,001-1,00,000 >1,00,000
Relation with the Life Assured: Spouse Children Parents Others S P E C I F Y
Claimant’s Title: Nominee Executor Trustee Appointee Employer Assignee Beneficiary

Claimant's PAN: Or Form 60 Form 61

"PEP: Persons who are members of senior management in a state owned enterprise, Political party or an
Is the Claimant a Politically Exposed Person (PEP)? Yes No international organisation. i.e. directors, deputy directors and members of the board or equivalent functions"

Preferred mode of Communication: Email Physical Letters (if email is selected, no physical letters will be sent)

CLAIMANT NEFT MANDATE/ BANK ACCOUNT DETAILS

In case of children's plans, if beneficiary is a major, please provide beneficiary's account details.
Bank Account No. :

Account Holder Name:

Bank Name & Branch:

Account Type Savings Current NRO NRE

#
All premium(s) paid from NRE Account: ##
Proportionate premium(s) paid from NRE Account:

IFSC^: ^11 Character code appearing on your cheque leaf

Note:
A cancelled personalised cheque with the account no. and IFSC should be submitted along with the NEFT mandate. If the cheque is not personalised, a latest bank statement
or copy of passbook (where account number and IFSC is mentioned) needs to be submitted with the mandate.
This mandate, upon processing, will override any of the previously tagged NEFT mandates for all policies, held by the client with HDFC Life.
In case of NEFT failure or any further requirements pending on the mandate, payout will be kept on hold till fresh NEFT mandate is received. Intimation will be sent to you for
the same.
#
Refund to NRE account (full or proportionate) will be subject to ratio of premium(s) paid through NRE Account. Please submit a Bank Statement or Bank Confirmation letter as
an evidence for premium(s) paid through NRE account.
##
In case of proportionate payout, please provide two NEFT mandates i.e. for NRE account and non-NRE account.

Declaration:
1. I/We hereby declare that the particulars given above are correct. If the transaction is delayed or not effected at all for reason of incomplete or incorrect information,
I/we would not hold HDFC Life Insurance Company Limited (“HDFC Life”) or any of its associates/agents responsible. Further, I/we agree to keep HDFC Life
indemnified against any loss caused to them due to any incorrect information provided above.
2. I/We further undertake to refund any excess amount whether demanded by HDFC Life or not, which has been credited in excess to my/our account at any time due to any
reason.

SIGN HERE
Date : D D M M Y Y Y Y

Place:
Signature of Claimant
SECTION B*

DETAILS OF LIFE ASSURED (LA)

Name of Life Assured: Mr. Ms. F I R S T L A S T
Father's Name: F I R S T L A S T
LA’s PAN F L A T N O.
Date of death: D D M M Y Y Age at death: Y Y M M Time of death: H H : M M : S S
Place of death: Location: Hospital work place Home Others S P E C I F Y
Place of death address F I R S T L A S T F L A T N O.

B U I L D I N G R O A D N A M E / N O.
C I T Y / V I L L A G E

D I S T R I C T S T A T E
Pincode:
If death outside India, body transfer permission/ Certification from Consulate : Available Not available

If Not Available,Why?

Whether burial or cremation certificate enclosed/attached accordingly? : Yes No

If Not Available,Why?

Place of burial/crematorium address F I R S T L A S T F L A T N O.

B U I L D I N G R O A D N A M E / N O.
C I T Y / V I L L A G E

D I S T R I C T S T A T E
Pincode:
Nature of death: Medical Accident Murder Suicide

Immediate cause of death:

Circumstances surrounding death:

Name and contact details of relative present at time of death/cremation/burial:

1st Name: F I R S T L A S T

Contact details: O F F I C E M O B I L E

2nd Name: F I R S T L A S T

Contact details: O F F I C E M O B I L E

EMPLOYMENT DETAILS OF LIFE ASSURED

Occupation details: Service Business Self-Employed House wife Others: S P E C I F Y
Monthly income (INR) Up to 20,000
: 20,001-50,000 50,001-1,00,000 >1,00,000

Name of Employer:

Work place/employment/business address F I R S T L A S T F L A T N O.

B U I L D I N G R O A D N A M E / N O.

L A N D M A R K
C I T Y / V I L L A G E

D I S T R I C T S T A T E
Pincode:
Last working location/ employment/business:

Contact details of the Employer: N A M E M O B I L E

Last Working day: D D M M Y Y Y Y

SIGN HERE

Claimant Signature
SECTION C
HOSPITALISATION DETAILS OF LIFE ASSURED
Was the life assured diagnosed/suffering Hypertension Diabetes Heart disease Liver disease Kidney disease
from/treated for the following illness? Cancer Others S P E C I F Y

Date on which disease/illness First diagnosed D D M M Y Y Y Y

Have any of your immediate family members suffered from the similar illness? Yes No If yes, provide details when it was initially diagnosed:

Details of treatment received including dates of outpatient or inpatient

Type of admission: Emergency Planned Day Care Maternity NA

Treatment given, if no surgery:

Hospitalisation due to injury: Yes No

If yes, give cause: Self-Inflicted Road Traffic Accident Substance Abuse

Status at the time of discharge: Discharged to Home Discharged to Another Hospital Deceased

Medical cause of death certificate: Available Not available Please enclose/attach. If not available, state the reason.

MEDICAL CONSULTATION HISTORY OF LIFE ASSURED (For the last 5 years from policy Risk Commencement Date)
For more than one doctor consulted during the last 5 years from policy RCD, please attach a separate page mentioning all the details.

Name of Doctor: F I R S T L A S T
Address of Hospital: F I R S T L A S T F L A T N O.

B U I L D I N G R O A D N A M E / N O.
D I S T R I C T S T A T E Pincode:
Contact Details of Doctor:

Dates of Consultation: D D M M Y Y Y Y
Reasons of Consultation:

DOCTOR DETAILS
Doctor who attended the last illness: F I R S T L A S T
Address of Hospital: F I R S T L A S T F L A T N O.

B U I L D I N G R O A D N A M E / N O.
D I S T R I C T S T A T E Pincode:

Contact Details of Doctor: O F F I C E M O B I L E

Family doctor: F I R S T L A S T
Address of Hospital: F I R S T L A S T F L A T N O.

B U I L D I N G R O A D N A M E / N O.
D I S T R I C T S T A T E Pincode:

Contact Details of Doctor: O F F I C E M O B I L E

Doctor who declared death: F I R S T L A S T

Address of Hospital: F I R S T L A S T F L A T N O.

B U I L D I N G R O A D N A M E / N O.
D I S T R I C T S T A T E Pincode:

Contact Details of Doctor: O F F I C E M O B I L E

SIGN HERE

Claimant Signature
LIFESTYLE DETAILS
Did the Life Assured have the habit of drinking, smoking and/or chewing tobacco? Yes No If Yes, please provide details.

Beer Whiskey Wine Others: S P E C I F Y ml/bottle per day

No. of sticks or
Cigarettes Bidi Tobacco Gutka Others: S P E C I F Y packets per day

If the Life Assured had drug habits: Name of drugs Number of years Dose usage

Other substance addictions, if any:

OTHER INSURANCE/ MEDICLAIM POLICY DETAILS OF LIFE ASSURED

Policy Name Of The Basic Risk Claim Status Please tick the appropriate boxes
No. Insurance Sum Commen-
Claim Claim Partial Legal Full Claim Claim
Company Assured cement
Applied Not Claim Appeal filed Amount Denied
Date
(SA) Applied Amount against the Received
(RCD) Received claim
D D M M Y Y

D D M M Y Y

D D M M Y Y

D D M M Y Y

D D M M Y Y

If claim not applied with other insurer, why?

SECTION D
In case of death due to Accident/Murder/Suicide

Address & contact details of police station

where FIR/Case Diary is registered:

If not registered, state the reason:

Details of hospital where Post Mortem
was conducted
Is the Post Mortem report enclosed/attached? Yes No If not attached, kindly state the reason

Details of how the incident happened? Rail Road Air Others S P E C I F Y

Details of parties involved & location of the accident

SIGN HERE

Date : D D M M Y Y Y Y Place:

Claimant Signature
 SECTION E*
DECLARATION AND AUTHORISATION
• I hereby declare all the details filled/ furnished above are true and correct to the best of my knowledge & belief.
• I hereby warrant the truth and correctness of the foregoing particulars in every respect and I agree that if I have made or shall make any false or untrue
statement,suppress or conceal any material fact, my right to claim reimbursement of the said expenses shall be absolutely forfeited.
• I understand and agree that the submission of this form does not mean that the request will be processed.
• I understand that any payout under the policy shall be strictly in accordance with the policy terms and conditions.
• Any payment shall be subject to realization of the last renewal premium payment.
• I authorise all the medical establishments (medical labs included), government institutions (police, revenue, etc.) to reveal the treatment information
including HIV/AIDS and others, related to the LA, to HDFC Life, from both the past and present.
• A photo copy of this declaration shall be considered as valid and effective.
• I authorise HDFC Life to share and obtain information on behalf of me with any reinsurer, insurance association, medical
authorities, other insurers, statutory authorities, employer, court, governmental body, regulator using an investigation agency or other service
provider(s) for servicing insurance policy, underwriting risk, settlement of claim, etc. without obtaining my specific consent for such sharing and I
hereby provide my consent for the same.
SIGN HERE
Date : D D M M Y Y Y Y Place:

CLAIMANT HAS AFFIXED HIS/HER THUMB IMPRESSION/HAS SIGNED IN VERNACULAR / HAS NOT FILLED THE APPLICATION

I hereby declare that I have explained the contents of this application form to the Claimant in language and have
truthfully recorded the answers provided to me. I further declare that the Claimant has signed/affixed his/her thumb impression in my presence.

Third Party Name :

SIGN HERE
Address :

Contact Details:
Third Party Signature
Date : D D M M Y Y Y Y Place:

NOTE
With reference to recent regulatory changes, please submit PAN or Form 60 (if you do not have a PAN) with HDFC Life with immediate effect. Please update
via My Account/[email protected]/18602679999/HDFC Life branch. Ignore if submitted.

HDFC Life Insurance Company Limited [Formerly HDFC Standard Life Insurance Company Limited] (HDFC Life) CIN: L65110MH2000PLC128245. IRDAI Registration No. 101.
Regd. Off: 13th Floor, Lodha Excelus, Apollo Mills Compound, N.M. Joshi Marg, Mahalaxmi, Mumbai - 400 011.

Customer Acknowledgement Copy-Individual Death Claim Form

Policy No. Claimant Name
Branch Name / Interaction ID Claimant Client ID
Employee Name Date D D M M Y Y Y Y
Employee Sign Employee Code
Branch Stamp
List of valid Identity & Address Proofs (Please tick the document submitted)
Photo Identify Proof (any one) Address proof (any one)
PAN Card Valid Passport Voter ID Card Valid Passport

Aadhar Card* Valid Driving License Voter ID Card

Bank Passbook with stamped photograph (not more than 6 months old) Aadhar Card*
ID Card Issued by Central/State Govt. to employees Valid Driving License

Any other Central/State Govt. issued ID Bank Passbook with stamped photograph (not more than 6 months old)
*I voluntarily provide my consent to use my Aadhaar Card to conduct identity check towards KYC compliance by HDFC Life.
HDFC Life Insurance Company Limited [Formerly HDFC Standard Life Insurance Company Limited] (HDFC Life). CIN: L65110MH2000PLC128245. IRDAI Registration No.101.
Regd. Off: 13th Floor, Lodha Excelus, Apollo Mills Compound, N.M. Joshi Marg, Mahalaxmi, Mumbai - 400 011.
Call 1860-267-9999 (local charges apply). DO NOT prefix any country code e.g. +91 or 00. Available Mon-Sat from 10 am to 7 pm | Email – [email protected] | [email protected]
(For NRI customers only) Visit – www.hdfclife.com.