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    Life Insurance Policy Service Forms

    In our endeavor to provide simple and effective service, we are introducing a single, simplified form for all customer and policy related Non-Financial changes. Kindly refer form titled "Customer details and Policy feature change request form"

    Select the regional language and download the form from the link below:

    Service Forms:

    Assignment Form Version 3.7

    FATCA CRS Questionnaire

    Generic Application Form ver 5

    COVID-19 (Coronavirus) Exposure - Questionnaire

    Policy Owner Change Request Form Version 4.4

    Documents required for Assignment other than individual

    Standing Instruction and ACH Mandate Version 4.0

    Customer Declaration for Policy Loan Version 1.0

    Declaration of Good Health Form Version 3.8

    POS Fund Switch Top Up and Other Financial Form Ver 2.1

    Policy Loan Request Form Ver 3.6

    Existence Certificate Version 2.7

    Generic Proposal Form for PNB MetLife Annuity Plans

    Declaration Cum Indemnity for Policy Owner Version 2.1

    JKB Simplified 5 pager form Ver 1.0

    Financial Payout Request Form Ver 2.4

    Customer Details and Policy Feature Change Request Form Ver 2.6

    Joint Life questionnaire

    Simplified Application Form Ver 1.1

    How to fill the Customer Details and Policy Feature Change Request Form

    How to fill the Financial Payout Request Form

    Customer Authorization Letter - Policy Owner Servicing Request Ver 1.0

    eInsurance Account Opening Form - CAMSRep

    eInsurance Account Opening Form - Karvy

    Annexure G - KYC/Customer Request Authentication Certificate by Bank Employee

    Dual Change in Signature Form - New Business Servicing Ver 6.3

    eInsurance Account Opening Form - CIRL

    eInsurance Account Opening Form - NSDL

    Financial Advisor Detail form Ver 2.0

    Indemnity Bond for Duplicate policy Ver 1.0

    MetLife Generic Application Form Ver 2.8 – Masked (PNB FPA)

    Vesting benefit request form Ver 2.4

    Duplicate policy request form Ver 2.2

    Need Analysis Form Ver 2.0

    Self Declaration Letter by Customer Stop Pay Reissue Revalidation

    CKYC Annexure for Legal Entity (Other than Individuals) Version 1.0

    Repatriation Request Customer Declaration Version 2.3

    We will drop you an email with the requested information




    Collapsed Expanded

    As your trusted life insurance partner, PNB MetLife is with you amidst the current COVID-19 outbreak. Our policies also cover COVID-19 Claims. In case of a Death Claim, kindly submit the signed Claim Intimation Letter mentioning the policy number, brief of the insured event and other claim documents on the email mentioned herewith. Please write-in to us at or You can also call us on 1800-425-6969 for death claims intimations and for any queries on Monday - Saturday between 10:00 am - 7:00 pm.

    PNB MetLife Insurance, amongst the trusted Life Insurance companies in India, aims to provide a wide range of Life Insurance products that suits the needs of an individual at every stage of his life. Life Insurance Plans range from Term Life Insurance PlansTerm PlanProtection PlansLong Term Savings Plans , Retirement Plans & Child Education Plan.

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