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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

    FATCA CRS Questionnaire

    Generic Application Form

    COVID-19 (Coronavirus) Exposure - Questionnaire

    Policy Owner Change Request Form

    Documents required for Assignment other than individual

    Standing Instruction and ACH Mandate

    Customer Declaration for Policy Loan

    Declaration of Good Health Form

    POS Fund Switch Top Up and Other Financial Form

    Policy Loan Request Form

    Existence Certificate

    Generic Proposal Form for PNB MetLife Annuity Plans

    Declaration Cum Indemnity for Policy Owner

    JKB Simplified 5 pager form

    Financial Payout Request Form

    Customer Details and Policy Feature Change Request Form

    Joint Life questionnaire

    Simplified Application Form

    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

    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

    eInsurance Account Opening Form - CIRL

    eInsurance Account Opening Form - NSDL

    Financial Advisor Detail form

    Indemnity Bond for Duplicate policy

    MetLife Generic Application Form – Masked (PNB FPA)

    Vesting benefit request form

    Duplicate policy request form

    Need Analysis Form

    Self Declaration Letter by Customer Stop Pay Reissue Revalidation

    CKYC Annexure for Legal Entity (Other than Individuals)

    Repatriation Request Customer Declaration

    We will drop you an email with the requested information

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    Disclaimer

    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 claimshelpdesk@pnbmetlife.com or indiaservice@pnbmetlife.co.in. 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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