A few points to take a note about new proposal form 300
In addition to the proposal, need to submit the suitability form(5 pages) with a prior date to the proposal.
More or less same data for 340 and 360 also in which need to get signs of both LP n LA. In 360 both the photos required. Suitability form is to be given for all proposals.
- To be filled in block letters
- Section 1 deals with details of LA
- At the end need to collect LA mobile number, e mail and sign of LA
- Here the number of PAN and last four digits of aadhar is required. ID proof is must
- Nominee/ appointee ID proof, details is required.
- Bank details with a copy of cancelled cheque leaf is required.
- Section 2 deals with proposed plan details and at the end need to get sign of LA
- Section 3 deals with the personal, family details and health n habits. At the end need to get the sign of LA
- Section 4 is declaration by the LA. At the end left side sign of witness n right side sign of LA is required
- Next comes sec 45 n sec 41 of ins.act. At the end of each sign of LA n agt is required
- Next comes two addendum of settlement options for maturity n death benefits. At the end of each get sign of LA.
In addition to the proposal, need to submit the suitability form(5 pages) with a prior date to the proposal.
More or less same data for 340 and 360 also in which need to get signs of both LP n LA. In 360 both the photos required. Suitability form is to be given for all proposals.
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