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Claim Settlement Procedure under Pradhan Mantri Jeevan Jyoti Bima Yojana (PMJJBY)

The claim amount of Rs 2,00,000/- is payable to the nominee(s) of the accountholder. The risk cover
will be provided to the person from his /her age of 18 years(completed) till attaining the age 55 years
(nearer birthday) as on the annual renewal date i.e. eligibility will ceases on attaining age 55 years
(nearer birthday) & on the closure of account with the bank or insufficiency of the balance to keep the
insurance inforce.

The death claim of Rs 2,00,000/- will be settled by IndiaFirst Life Insurance Company. The process
followed will be as under:

Steps to be taken by the Nominee


1. Nominee should approach the Bank wherein the member was having the Saving Bank
Account through which the member was covered along with the LAs death certificate.
2. Nominee to collect claim form and discharge receipt from Bank or he/she can download the
form from the website of IndiaFirst Life Insurance.
3. Nominee should complete claim form and discharge receipt.
4. Nominee to submit Claim Form and discharge receipt along with death certificate to the bank
branch and photocopy of the cancelled cheque of nominees bank account.

Steps to be taken by the Bank


1. The Bank should check their records upon receipt of death intimation whether the Members
coverage was in-force i.e. whether the premium for the coverage on Annual Renewal Date
prior, i.e. 1st June, prior to the Members death is deducted & remitted to IndiaFirst Life
Insurance Company.
2. The bank verifies the Claim Form & the nominee details from the record available with them.
3. The bank further completes its part in the Claim Form & Discharge Receipt as per the
attached annexures respectively, submitted by the Nominee.
4. The Bank to submit the claim intimation along with the following documents to the Head
Office, IndiaFirst Life Insurance Company
a. Claim Form duly completed
b. Death certificate
c.

Discharge Receipt with photocopy of cancelled cheque of the Nominee

IndiaFirst Life Insurance Company Ltd, 301, 'B' Wing, The Qube, Infinity Park, Dindoshi - Film City Road, Malad (East), Mumbai - 400 097
Website: www.indiafirstlife.com, Toll Free No. : 1800 209 8700, SMS <FIRST> to 5667735, SMS charges apply.

IndiaFirst Life Insurance address


PMJJBY- Claim Department
IndiaFirst Life Insurance Company Ltd.
301,'B' Wing, The Qube, Infinity Park,
Dindoshi - Film City Road,
Malad (East), Mumbai 400 097

Contact Person: Mr. Shankar Patil


Phone No.: 022-3325 9743
Mail ID: claims.pmjjby@indiafirstlife.com

Steps to be taken by IndiaFirst Life Insurance


1. Verify that the Claim Form is filled up in all respects and the claim is submitted with all the
requirements. If not, take up with the Bank concerned.
2. If the claim is admissible, the claims team shall check whether the members coverage is in
force and no death claim settlement has been effected for the Member through any other
account.
3. The above process will ensure that there is no duplicate claim under PMJJBY through any
other account. In case any claim has been settled, then the Nominee shall be intimated
accordingly with a copy marked to the Bank.
4. In case the coverage was in force and no claim has been settled for the said member,
payment shall be released to the Nominees account and a communication shall be sent to
the nominee with copy marked to the Bank.
5. Claim payments are made through the National Electronic Fund Transfer (NEFT) only

In case where the claim form is directly submitted to Head Office of IndiaFirst Life Insurance
Company by the claimant, then IndiaFirst Life Insurance Company would forward the same to the
concerned bank of the deceased Account holder immediately to get necessary verification etc. done
from the bank concerned. The Concerned Bank Branch will forward the Claim Form to the Head
Office of IndiaFirst Life Insurance Company for processing the claim.

IndiaFirst Life Insurance Company Ltd, 301, 'B' Wing, The Qube, Infinity Park, Dindoshi - Film City Road, Malad (East), Mumbai - 400 097
Website: www.indiafirstlife.com, Toll Free No. : 1800 209 8700, SMS <FIRST> to 5667735, SMS charges apply.

CLAIM FORM
IndiaFirst Pradhan Mantri Jeevan Jyoti Bima Yojana
(to be completed by the Claimant & Bank)
1.

NAME OF THE SCHEME : IndiaFirst Pradhan Mantri Jeevan Jyoti Bima Yojana

2.

POLICY NO. :

3.

FULL NAME AND ADDRESS OF THE BANK :

4.

NAME OF THE DECEASED MEMBER :

5.

SAVINGS BANK ACCOUNT NO. OF DECEASED MEMBER:

6.

AADHAR NO. OF DECEASED (if available):

7.

DATE OF ENTRY INTO SCHEME BY MEMBER :

8.

DATE OF DEATH OF MEMBER :

9.

CAUSE OF DEATH :

10. NAME OF NOMINEE * :


11.

RELATIONSHIP OF NOMINEE:

12. ADDRESS OF THE NOMINEE :


13. MOBILE NO. OF THE NOMINEE:
14. AADHAR NO. IF AVAILABLE:
15. DETAILS OF SAVINGS BANK ACCOUNT OF NOMINEE:
IFSC CODE:

SAVINGS BANK ACCOUNT NO. :

We hereby declare that the answers to all the above questions are true in every respect and this is the only claim preferred under the
Pradhan Mantri Jeevan Jyoti BimaYojana for the above deceased member. We enclose Death Certicate as the proof of death of
the Member along with a duly executed discharge form.
*In case the Nominee is a minor, the Guardian/Appointee may ll in the claim form.

(Signature of the Nominee* /Claimant)


We hereby certify that the above member was covered under the IndiaFirst Pradhan Mantri Jeevan Jyoti BimaYojana Scheme and
premium was debited from his bank account on the renewal date prior to his death and remitted to IndiaFirst Life Insurance Company
Limited. We also certify that as per our records, Shri/Smt. _____________________ is the nominee of the above insured Member for

PLACE: __________________
DATE: ___________________

(Signature of authorized ofcial of the Bank)

SEAL

Insurance is the subject matter of the solicitation. IndiaFirst Life Insurance Company Limited. IRDAI Registration No.: 143. Registered and Corporate Office
Address: 301, 'B' Wing, The Qube, Infinity Park, Dindoshi - Film City Road, Malad (East), Mumbai - 400 097. Website: www.indiafirstlife.com. Toll Free No.:
1800 209 8700. SMS <FIRST> to 5667735, SMS charges apply. CIN: U66010MH2008PLC183679. Email - claims.pmjjby@indiafirstlife.com

DISCHARGE RECEIPT FOR PAYMENT UNDER


IndiaFirst Pradhan Mantri Jeevan Jyoti Bima Yojana Scheme
Policy No:
Name of the Bank:
I/We, ______________________________________________________do hereby acknowledge receipt from the
IndiaFirst Life Insurance Company Limited., a sum of Rs.2,00,000/- (Rupees Two lakhs only) in full satisfaction
and discharge of all our claim/s under the above policy on the life of Mr./Ms. ________________, covered under this
scheme under Savings Bank Account No.,_____________________.
Dated at ____________ this __________ day of _____________ 20

Witness: _________________
_________________

Revenue
Stamp

_________________

_______________________________
(Signature of the Nominee* /Claimant)

Details of nominee / appointee (in case nominee is minor):


Name :________________________________________________________________________________________________
Mobile No. : _____________________________________E-mail Id: _____________________________________________
Aadhar Number (if available) : __________________________________________________________________________
Bank Account No. :________________________________
Name of the Bank :________________________________Branch:______________________________________________
Address:______________________________________________________________________________________________
_____________________________________________________________________________________________
IFSC Code : ______________________________________
{Copy of cancelled cheque to be attached (if available)}
*In case the Nominee is a minor, the Guardian/Appointee may ll in this form.
_______________________________
(Signature of the Nominee* /Claimant)

Insurance is the subject matter of the solicitation. IndiaFirst Life Insurance Company Limited. IRDAI Registration No.: 143. Registered and Corporate Office
Address: 301, 'B' Wing, The Qube, Infinity Park, Dindoshi - Film City Road, Malad (East), Mumbai - 400 097. Website: www.indiafirstlife.com. Toll Free No.:
1800 209 8700. SMS <FIRST> to 5667735, SMS charges apply. CIN: U66010MH2008PLC183679. Email - claims.pmjjby@indiafirstlife.com